Blog

Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators

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

AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters

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

ZTE User Conference in Milan: AI and 6G at the Forefront

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

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 »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G

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 »T-Mobile US Announces Data Transmission over Starlink

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 »Tarana Launches its New G2 Product

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 »Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities

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 »A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies