Global Observability Market Expected to Approach $15B in 2027 The last few months have been hectic for the Observability market. Cisco announced the company’s plans to purchase Splunk for $28B, with the deal expected to close in CY 2024. New Relic announced its plan to be acquired by Francisco Partners… Read More »Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk
Cisco Systems held its Packet Optical Network Conference (PONC) Conference in Texas this week. PONC is primarily a customer and reseller-related conference where Cisco shares its latest innovations and some of its customers’ newest network designs. Cisco shared that on a year-to-date basis, it had four times more Routed Optical… Read More »Cisco PONC Conference – Reaching Critical Mass
New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company’s SReXperts Americas 2023 earlier this month. True to the company’s heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new… Read More »Product Rich Announcements at Nokia’s SReXperts Americas 2023
Earlier this year, AST SpaceMobile completed a 4G call but on September 8, it completed a 5G call on AT&T spectrum. What’s important about this achievement is that the call was made to an unmodified Samsung smartphone. Download speeds of 14 Mbps were achieved. We see AST’s demonstration as proof… Read More »AST SpaceMobile Successfully Completes Space-based 5G Call
Our forecast for both Wi-Fi 6E and Wi-Fi 7 is quite bullish. We expect the switchover towards 6 GHz-based Wi-Fi infrastructure to be more rapid than previous upgrade cycles. Part of our thinking has been that important, high-volume devices like smartphones will incorporate Wi-Fi 6E capabilities. Today, at Apple’s September… Read More »Apple iPhone 15 Pro Has Wi-Fi 6E
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
