Technology Analyst and co-founder of 650 Group
Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »NVIDIA 5G Data Center Announcements
We attended an analyst meeting with Juniper, focusing on its growing Enterprise business. The company held its meeting at the University of Texas – Dallas, an important university customer. The company has multiple large enterprises that have recently signed up with the company on multi-year WLAN, Switch, and SD-WAN projects,… Read More »Juniper Analyst Meeting Promotes Enterprise
Last week’s RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year’s show saw a surge in XDR-related marketing. One could say XDR is the new SASE… Read More »RSA Conference Focuses on XDR
At this year’s partner event, Atmosphere 2023, HPE Aruba discussed its strategy and logo changes. First, Phil Mottram, who leads the HPE Aruba / Intelligent Edge group, explained the significance of adding recent acquisitions of Axis Security (SSE Security) and Athonet (5G Core / Private 5G). Phil explained that Aruba… Read More »HPE Aruba Atmosphere 2023 Emphasizes Strategy Change
Huawei chose to address two main themes in its keynotes at HAS2023, a focus on basic R&D and the importance of Artificial Intelligence (AI). Like last year’s presentations, the company continues to emphasize its ongoing efforts to develop new science and algorithms to keep Huawei ahead of competitors. For instance,… Read More »Huawei Analyst Summit 2023 Review
Comcast Business is expanding rapidly and shared its views in a recent analyst meeting in Philadelphia that we attended. Last year, it added $800M of revenues compared to the prior year, and at this meeting, management is pointing to its expectations to hit $10B of revenue soon. The company excels… Read More »Comcast Business is taking on security
Fortinet’s management team spoke to a packed house at its series of customer and partner-focused keynotes and emphasized its strengths in Secure Networking and its exposure to Operational Technology (OT). The company communicated the concept of network and security convergence, that the intersection between Enterprise Networking and Cybersecurity is a… Read More »Fortinet Accelerate 2023 Conference Focuses on Secure Networking and Operational Technology
At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
Zscaler just beefed up its offering by announcing plans to acquire Canonic, a security company that enhances the acquirer’s CASB and SSPM offerings. With the Canonic offering, Zscaler will be able to address an emerging security threat that companies experience – third-party applications and browser extensions that connect to corporate… Read More »Zscaler Expands Services With Plans to Acquire Canonic
We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand. This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service… Read More »Huawei UBBF Conference Emphasizes F5.5G and 50G PON
