Technology Analyst and co-founder of 650 Group
We attended the 5G Americas conference this week and came away with few themes we felt were impactful: NTN, more spectrum lobbying, 6G, environmental sensing, and Sliced Services. We think the most important of these themes is Satellite NTN/D2C as it has the greatest potential to disrupt the mobile market… Read More »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G
T-Mobile US this week announced a major expansion of T-Satellite with Starlink, bringing satellite data connectivity for popular apps to dozens more smartphones. Powered by 650+ Starlink Direct to Cell (D2C) Satellites, T-Satellite customers can now use their phones to access essential off-the-grid apps like WhatsApp, AllTrails, AccuWeather, Google Maps,… Read More »T-Mobile US Announces Data Transmission over Starlink
The AI traffic boom and Coherent Pluggables were the new themes at this year’s Nokia SRexperts / Wavelengths conference. Since Nokia completed its Infinera acquisition in February 2025, it has made leadership changes to reflect its increasing market presence and expanded product breadth. Notably, David Heard, the President of Network… Read More »Nokia Optical and Routing Conference Highlights
Fixed Wireless Access (FWA) company, Tarana Wireless, launched its second-generation product series called G2. The wireless radio system, intended for installation on wireless towers, supports the 3, 5, and 6 GHz spectrum in the same hardware and can practically connect to up to 400 homes or businesses. The tower-mounted product… Read More »Tarana Launches its New G2 Product
This week, we attended the Nokia Fixed Networks (Broadband) team’s annual analyst meeting in Texas. The company was quite bullish about its progress with 25G Passive Optical Networks (PON) (more on this next). In light of its disclosure that it has shipped 192 million broadband devices, it shared its unique… Read More »Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities
This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and… Read More »HPE Closes Juniper Acquisition
Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite
We attended the Hewlett Packard Enterprise’s (HPE) Discover conference in Las Vegas this week. Focusing on the company’s agentic AI framework, Greenlake Intelligence, we felt this was an ambitious vision for managing across multiple parts of the HPE product set. This initiative aims to integrate AI-driven automation across HPE’s hybrid… Read More »Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations
Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core
We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers
