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At NVidia GTC Keynote – Jensen UnleashES Years’ Worth of Announcements in One Session

NVidia Announcements impact every industry, and every company in the world Today’s GTC keynote by Jensen unleashed significant enhancements across the NVidia portfolio. NVidia did an excellent job of discussing verticals and giving examples with the company, clearly positioning itself as a leader in the data center space with expertise… Read More »At NVidia GTC Keynote – Jensen UnleashES Years’ Worth of Announcements in One Session

GeoLinks’ acquisition of 28 GHz mmWave spectrum from Verizon

​We had the opportunity to speak with an exciting Internet Service Provider (ISP) called GeoLinks today.  Skyler Ditchfield, the CEO, shared his thoughts on the recent spectrum acquisition from Verizon and how it will change the company’s addressable market.  We think what GeoLinks has done with this spectrum acquisition is… Read More »GeoLinks’ acquisition of 28 GHz mmWave spectrum from Verizon

Cisco Live Event Features Observability, Network-as-a-Service, SASE

Cisco’s customer event, Cisco Live (virtual), is underway, and the company made many announcements.  We are emphasizing what we think are the most relevant, which include Observability capabilities, Network as a Service (NaaS), and SASE.  Here is a rundown of what we learned about today. Core portfolio (includes Campus Ethernet… Read More »Cisco Live Event Features Observability, Network-as-a-Service, SASE

650 Group Quick Take: MULTI-Cloud Operating Models Accelerate with NEW deal between HashiCorp and Cisco

In the news this week, Cisco has entered an agreement to sell HashiCorp Terraform® Cloud Business alongside its own Cisco Intersight® platform. Cisco and HashiCorp are helping enterprises accelerate application innovation, including automated management and security, across hybrid clouds. The deal helps enterprises achieve a hybrid cloud operating model using… Read More »650 Group Quick Take: MULTI-Cloud Operating Models Accelerate with NEW deal between HashiCorp and Cisco

SONiC OS continues to be hardened for data center deployments well beyond the hyperscalers

SONiC has gained popularity, and development efforts accelerated throughout 2020, despite the lack of travel and face-to-face interactions from COVID-19 restrictions.  2020 saw the incorporation of more features and excitement amongst suppliers and customers.  SONiC now has more advanced features and functionality and continues to be hardened for data center… Read More »SONiC OS continues to be hardened for data center deployments well beyond the hyperscalers

Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes

Extreme Networks held its investor day and highlighted multiple themes.  The company highlighted its Networking-focused Cloud-management capabilities, its large addressable market, how the company can benefit from the 5G market and its pivot to growth markets.  CEO Ed Meyercord addressed Cloud, 5G and artificial intelligence themes.  For us, we thought… Read More »Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes

650 Group Interview about 60 Ghz Wireless Market and a Follow-Up about Throughput and Range

Yesterday, analyst Chris DePuy joined Water Tower Research analyst John Roy in a discussion about the 60 GHz wireless market.  If you want to learn more about this emerging market, please listen in to this 30 minute interview about 60 GHz. During the interview, John asked Chris about how fast… Read More »650 Group Interview about 60 Ghz Wireless Market and a Follow-Up about Throughput and Range