This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and… Read More »HPE Closes Juniper Acquisition
Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite
We attended the Hewlett Packard Enterprise’s (HPE) Discover conference in Las Vegas this week. Focusing on the company’s agentic AI framework, Greenlake Intelligence, we felt this was an ambitious vision for managing across multiple parts of the HPE product set. This initiative aims to integrate AI-driven automation across HPE’s hybrid… Read More »Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations
Strong Interest Extends Beyond Hyperscalers, and Data Center Semiconductor Content Continues to Surge in Support of AI During its investor day, Marvell highlighted a significant trend in the semiconductor industry: the move toward custom solutions is both accelerating and expanding. What was once a speculative venture just five years ago… Read More »Marvell Investor Day Highlights Surge in Custom ASIC Demand
Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core
We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers
We joined as both as an attendee and a panelist at the Wi-Fi NOW event at the Computer History Museum in Mountain View, CA. Some of the main themes were the rise of AI Networking, experiences of Managed Service Providers and Network as a Service, Wi-Fi service roaming, and the… Read More »Enterprise Wi-Fi Innovations at the Wi-Fi NOW Event
NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference NVIDIA announced a new software framework that intends to provide a real-time security function for AI Infrastructure, which can be called “Security for AI.” The AI giant is using its BlueField Data Processing Unit (DPU) to read memory in… Read More »NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference
This week the OIF is holding a 448 Gbps Workshop to talk about the next generation’s electrical speed. The event includes multiple hyperscaler keynote presentations. On Tuesday, it was Google and Meta. We had the pleasure of moderating a panel on the electrical channel. 448 Gbps SERDES represents the first… Read More »OIF’s 448 Gbps Workshop
Our take on the US tariff war is that uncertainty reigns today, which will probably result in forecast cuts for many of the companies we research. The longer the trade war continues, the more forecasts will be cut until we reach a steady state. We will have to respond with… Read More »Golden Screw Unavailable and Full Capacity Not Possible
