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2Q’22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026

In 2Q22, revenues of the Active Electrical Cable (AEC) market were over 700% greater than the year-ago quarter, according to our recently published report.  Our report also includes an updated long-term forecast.  We have maintained our revenue forecast for 2022 and 2023.  For the outer years of our forecast, we… Read More »2Q’22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026

2Q’22 Telecom Core Market and Long-Term Forecast Results

In 2Q22, revenues of the Telecom Core market were 3% greater than the year-ago quarter, according to our recently published report.  The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines.   Our report also includes an updated long-term forecast.  We… Read More »2Q’22 Telecom Core Market and Long-Term Forecast Results

2Q’22 Cloud DC Switching Market and Long-Term Forecast Results

In 2Q22, revenues of the Cloud DC Switching market were 41% greater than the year-ago quarter, according to our recently published report.  Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast.  We have maintained our revenue forecast… Read More »2Q’22 Cloud DC Switching Market and Long-Term Forecast Results

Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding

During the first half of 2022, SPs continued to push a dual vendor strategy and shift towards fixed architectures to eliminate complexity.  Fixed 1RU and White Box architectures in Routing (based on Jericho chipset) became enticing to many customers.  There are nearly a dozen white box vendors shipping today across… Read More »Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding

SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G

T-Mobile US CEO Mike Sievert and SpaceX Founder Elon Musk shared the stage at SpaceX in Texas to announce plans for a 2023 beta service to allow T-Mobile customers to roam to Starlink satellite service using existing phones. Without saying it explicitly, it appears that SpaceX has a US-territory exclusive… Read More »SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G

The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise

Current and Future Enterprise Workloads will Benefit From Significant Improvements in Performance and Agility Over the past two to three server purchasing cycles, Hyperscalers have increasingly offloaded functionality from the CPU to the SmartNIC to free up valuable CPU cores.  As a result, hyperscalers provide significant compute directly in the… Read More »NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise

Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status

One of the more interesting markets we research is the Fixed Wireless Access (FWA) market.  On June 27, 2022, Wisper Internet CEO and Founder, Nathan Stooke, interviewed Tarana Wireless President, Dirk Gates.  We found the interview reveals some interesting trends underway in the Wireless ISP (WISP) market and the FWA… Read More »Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status