Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »SpaceX Acquisition of xAI Drives AI Capex
This week at NVIDIA’s GTC show in Washington, D.C., NVIDIA and Nokia announced that NVIDIA will invest $1 billion in Nokia to jointly pursue the goal of developing AI-RAN systems in the future. Based on the companies’ formal announcement and a call hosted by Nokia earlier this week, we understand that Nokia… Read More »NVIDIA Invests $1B In Nokia to Influence AI-RAN
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
Usually, Telecom and wireless RAN are the main topics for the MWC-Las Vegas show, but at this year’s show, what caught our eye was indoor cellular, satellite, and data center networking. It was surprising that telecom heavyweights like Ericsson, Nokia, Samsung, and Cisco did not attend. But we love going… Read More »MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center
SpaceX’s Starlink and Other Future LEO Services Are Emerging Disruptors to Rural Markets Incline Village, NEV.– Sept. 10, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Broadband Satellite Market. The… Read More »Low Earth Orbit Satellite Broadband Taking Share from Fixed Broadband; According to 650 Group
Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance
Earlier this year, AST SpaceMobile completed a 4G call but on September 8, it completed a 5G call on AT&T spectrum. What’s important about this achievement is that the call was made to an unmodified Samsung smartphone. Download speeds of 14 Mbps were achieved. We see AST’s demonstration as proof… Read More »AST SpaceMobile Successfully Completes Space-based 5G Call
SpaceX’s Starlink Takes Early Market Share Lead as Telecom Industry Defines the Role of Emerging Technology for Residential Access Incline Village, NV – Aug. 9, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique… Read More »Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group
At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud
This week’s MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present. The new entrants – the party-crashers – included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia. These new players are forcing change either through economics, new technology,… Read More »The Party-Crashers of MWC21
