Blog
Arrcus Announces NVIDIA and Broadcom Integrations at MWC25
Network software company Arrcus Networks made several important announcements at the Mobile World Congress 2025 (MWC25) show in Barcelona this week. We visited the company several times over the days we were at the show to learn as much as possible about the various announcements. The company announced partnerships with… Read More »Blog
MWC25 – Mobile Operator 5G-Era Monetization Is Developing
One of the main themes we sought to investigate with our attendance at the Mobile World Congress 25 show in Barcelona this year was whether the mobile operator industry has made progress in finding new sources of revenue above and beyond bare-bones mobile data. Several themes were evident: first, Fixed… Read More »Blog
Marvell 2nm to Usher in Next-Generation Platforms to Help Drive AI Workloads
First Delivery of Silicon Indicates Technology Innovation Cycles are Accelerating The innovation and product cycles for Cloud infrastructure continue to push the limits of all technologies as Hyperscalers push AI to 1M XPU clusters and squeeze out efficiencies in order to scale power. The push towards AI will fundamentally change… Read More »Blog
Networking for AI represents Huge and Growing Part of DC CAPEX as Scale-up, Scale-out; Front-end Networks Support the Surge in Demand for AI Applications
Strong NVIDIA Momentum in Networking for AI in 2024, Led by NVIDIA Quantum InfiniBand, Also Surging NVIDIA Spectrum-X Ethernet Sales 2024 was an exciting year for AI. Overall spending on AI equipment in the data center blew past $200B in 2024 as larger Hyperscalers, new cloud startups, sovereigns, and pretty… Read More »Blog
802.11ah HaLow at CES
In our IoT report, we’ve counted on low-cost, long-distance, customer-owned Wi-Fi systems as providing a critical connectivity need. We had the opportunity to visit Morse Micro yesterday at the CES show in Las Vegas, NV, and left with the impression that HaLow’s time is upon us. In the company’s booth… Read More »Blog
Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers
As We Approach $100B/Hyperscaler in CAPEX, Supply Chain Will Continue to Adjust As Hyperscalers continue to push the envelope of what is technically feasible, we will see more announcements like the one earlier this month between Amazon and Marvell. The need to drive leading-edge technology at a more rapid pace… Read More »Blog