This week at NVIDIA’s GTC show in Washington, D.C., NVIDIA and Nokia announced that NVIDIA will invest $1 billion in Nokia to jointly pursue the goal of developing AI-RAN systems in the future. Based on the companies’ formal announcement and a call hosted by Nokia earlier this week, we understand that Nokia… Read More »NVIDIA Invests $1B In Nokia to Influence AI-RAN
We attended an analyst meeting held in Fortinet’s headquarters and Executive Briefing Center (EBC) this week. Over ten different executives presented to the small audience about product, marketing and go-to-market activities at the cybersecurity leader. We left with the sense that SASE is the company’s key growth engine and that… Read More »Fortinet Analyst Meeting – Celebrating 25 Years
Introduction In today’s resource-scarce world, network reliability and efficiency are essential to helping IT teams scale, as finding skilled IT staff is increasingly complex. Without a move to AI for operations, the number of devices and applications will overwhelm existing staff and increase an organization’s exposure to security vulnerabilities and… Read More »Design Smarter Networks: AI for Networking is Shaping the Future of Network Operations
Introduction Service Providers (SP) and Colocation (Colo) Providers play a pivotal role in enabling and scaling the AI economy. AI workloads, whether training, inference, agentic, consumer, or enterprise, have fundamentally different compute, storage, networking, and power requirements than traditional applications. Organizations must process massive volumes of sensitive, mission-critical data, redefining… Read More »Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators
Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neo Clouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This… Read More »AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters
How Ethernet, AI Infrastructure, and ecosystem partnerships are driving a $70B+ market shift Introduction Networking plays a key role in AI buildouts. From a user’s perspective, we might see this as a faster response time or better results, but behind the scenes, the network plays the vital role of connecting… Read More »Cisco and the Future of AI Networking
We attended the ZTE User Conference and Analyst Meeting in Milan, Italy, this week. The company is celebrating its 40th anniversary. On the first day, many customers presented and shared various insights about their operations; the operators’ insights primarily related to AI, 6G, and European mobile over-competition. On the second… Read More »ZTE User Conference in Milan: AI and 6G at the Forefront
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 »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G
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 »T-Mobile US Announces Data Transmission over Starlink
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 »Nokia Optical and Routing Conference Highlights
