Blog
SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G
T-Mobile US CEO Mike Sievert and SpaceX Founder Elon Musk shared the stage at SpaceX in Texas to announce plans for a 2023 beta service to allow T-Mobile customers to roam to Starlink satellite service using existing phones. Without saying it explicitly, it appears that SpaceX has a US-territory exclusive… Read More »Blog
The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration
Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »Blog
2Q’22 US Hyperscaler Market and Long Term Forecast
In 2Q22, revenues for the US Hyperscaler market were 15% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast… Read More »Blog
NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise
Current and Future Enterprise Workloads will Benefit From Significant Improvements in Performance and Agility Over the past two to three server purchasing cycles, Hyperscalers have increasingly offloaded functionality from the CPU to the SmartNIC to free up valuable CPU cores. As a result, hyperscalers provide significant compute directly in the… Read More »Blog
Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status
One of the more interesting markets we research is the Fixed Wireless Access (FWA) market. On June 27, 2022, Wisper Internet CEO and Founder, Nathan Stooke, interviewed Tarana Wireless President, Dirk Gates. We found the interview reveals some interesting trends underway in the Wireless ISP (WISP) market and the FWA… Read More »Blog
Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success
Cisco just held its PONC 2022 conference, with over 500 attendees registered. We found the most exciting topics at the three-day show were: (a) its progress with RON, (b) PLE availability, and (c) the 400G ZR ramp. Cisco is pushing for integrating optical transceivers with routers, a significant step forward… Read More »Blog