Blog
Nokia Highlights its RAN, Cloud and Broadband Progress
Nokia’s Global Analyst Forum this week highlighted two main trends. First, the company says it has caught up to rivals in its 5G radio development. Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors. Second, the company emphasizes its message that it is the “green… Read More »Blog
Cribl Co-Founder Discusses Observability Trends (Part 1)
Recently, we had the opportunity to speak with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor. All three of Cribl’s co-founders were employees at Splunk, a leading observability vendor. It was exciting to hear how Dritan’s experience with Splunk led him and his co-founders to seek a new place… Read More »Blog
Mavenir Hightlights is RAN Progress at its Analyst Meeting
Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry. The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders. The… Read More »Blog
#OCP SUmmit — 200 Gbps to Drive Significant Volumes in 2022
200 Gbps Active Electrical Cable (AEC) to Play Key Role in Current and Next Generation Server Connectivity Server bandwidth continues to explode. Led by a confluence of next-generation processors, lower process geometry, better software, and the push toward AI, the market is seeing a rapid transition to 50 Gbps, 100 Gbps,… Read More »Blog
It’s Time to Talk About Programmable and Accelerated Switching
The market is ready for a new classification of Switching in the Data Center Historically, the portion of the Ethernet switch market geared toward programmability was limited to high-frequency trading (HFT) and some niche Telco use cases. For HFT, Arista and Cisco used a combination of ultra-low latency ASICs and… Read More »Blog
Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21
Our supply chain checks across the technology and cloud sector continue to turn pessimistic during the early days of October. As a result, orders for semiconductors that were thought to be secured and guaranteed are being cut. The implications are clear that most segments we track are in for several… Read More »Blog