We attended the Nokia Fixed Networks analyst meeting in South Carolina this week, where the company explained its two-pronged broadband strategy focusing on optical access and Fixed Wireless Access (FWA). Nokia’s management team also explained how, behind the scenes, it strategized for over a year to comply with the BEAD… Read More »Nokia Broadband – The Strategy Is Unfolding
On August 3, in Pleasant Prarie, Wisconsin, Nokia executives announced plans to be the first telecom company to manufacture its fiber-optic broadband products and optical modules in the U.S. for us in the Broadband Equity, Access, and Deployment (BEAD) program. Nokia is a significant supplier to the US market, and… Read More »Nokia’s Shift to US-Based Manufacturing Grabs Fed’s Attention
We recently did a whitepaper on ACC cables and their role in the data center going forward. Server access and DAC is at a crossroads, with DAC reaching its limits as we move towards 800G ports and 112G SERDES lanes. We can’t use DAC like we did in previous server… Read More »DAC Limitations Drive Server Connectivity Market Towards Active Copper Cables (ACC)
Smartswitch/Programmable Switch market expected to grow at over 100% CAGR through 2027 Today, AMD announced a flurry of new data center and AI related products during a session aimed at highlighting Pensando’s progress in the past year since its acquisition. At the time, we felt AMD+Pensando was a good match.… Read More »AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day
Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »NVIDIA 5G Data Center Announcements
AI took the world by storm early this year, with ChatGPT showing a transformational leap in how humans interact with machines and showing how quickly many parts of life will change with AI. Before 2022, AI was niche, relegated to large research labs, Google’s own TPU efforts, and small deployments… Read More »DriveNets Enters the AI Networking, A Market Expected to Exceed $10B by 2027
We attended an analyst meeting with Juniper, focusing on its growing Enterprise business. The company held its meeting at the University of Texas – Dallas, an important university customer. The company has multiple large enterprises that have recently signed up with the company on multi-year WLAN, Switch, and SD-WAN projects,… Read More »Juniper Analyst Meeting Promotes Enterprise
Last week’s RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year’s show saw a surge in XDR-related marketing. One could say XDR is the new SASE… Read More »RSA Conference Focuses on XDR
At this year’s partner event, Atmosphere 2023, HPE Aruba discussed its strategy and logo changes. First, Phil Mottram, who leads the HPE Aruba / Intelligent Edge group, explained the significance of adding recent acquisitions of Axis Security (SSE Security) and Athonet (5G Core / Private 5G). Phil explained that Aruba… Read More »HPE Aruba Atmosphere 2023 Emphasizes Strategy Change
Bandwidth Forecast to Grow at over 100% Through 2027 as AI Networking Approaches $10B in Market Size The AI/ML market surged into the spotlight early this year as many people saw the potential of AI with ChatGPT. However, AI networks have already been thriving for the past two years. In… Read More »InfiniBand and Ethernet Switch Markets Thrive with AI/ML Support
