Blog
Top 5G Americas Wireless Operator Event Themes included Satellite and 6G
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 »Blog
T-Mobile US Announces Data Transmission over Starlink
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 »Blog
Nokia Optical and Routing Conference Highlights
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 »Blog
Tarana Launches its New G2 Product
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 »Blog
Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities
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 »Blog
A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies
Scale-Up (Ethernet, NVLink, PCIe, UALink), Scale-Out (Ethernet, InfiniBand), and Front-End (Ethernet) Contribute to $50B+ in Incremental Networking Opportunity This Decade AI’s extreme performance demands are driving divergence in networking architectures, featuring distinct protocols, technologies, and topologies across components. We expect companies to embrace multiple aspects of these challenges and develop… Read More »Blog