Blog
Apple iPhone 15 Pro Has Wi-Fi 6E
Our forecast for both Wi-Fi 6E and Wi-Fi 7 is quite bullish. We expect the switchover towards 6 GHz-based Wi-Fi infrastructure to be more rapid than previous upgrade cycles. Part of our thinking has been that important, high-volume devices like smartphones will incorporate Wi-Fi 6E capabilities. Today, at Apple’s September… Read More »Blog
Nokia Broadband – The Strategy Is Unfolding
We attended the Nokia Fixed Networks analyst meeting in South Carolina this week, where the company explained its two-pronged broadband strategy focusing on optical access and Fixed Wireless Access (FWA). Nokia’s management team also explained how, behind the scenes, it strategized for over a year to comply with the BEAD… Read More »Blog
Nokia’s Shift to US-Based Manufacturing Grabs Fed’s Attention
On August 3, in Pleasant Prarie, Wisconsin, Nokia executives announced plans to be the first telecom company to manufacture its fiber-optic broadband products and optical modules in the U.S. for us in the Broadband Equity, Access, and Deployment (BEAD) program. Nokia is a significant supplier to the US market, and… Read More »Blog
DAC Limitations Drive Server Connectivity Market Towards Active Copper Cables (ACC)
We recently did a whitepaper on ACC cables and their role in the data center going forward. Server access and DAC is at a crossroads, with DAC reaching its limits as we move towards 800G ports and 112G SERDES lanes. We can’t use DAC like we did in previous server… Read More »Blog
AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day
Smartswitch/Programmable Switch market expected to grow at over 100% CAGR through 2027 Today, AMD announced a flurry of new data center and AI related products during a session aimed at highlighting Pensando’s progress in the past year since its acquisition. At the time, we felt AMD+Pensando was a good match.… Read More »Blog
NVIDIA 5G Data Center Announcements
Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »Blog