Blog

Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On… Read More »Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

Active Copper Market Helps Reduce Power Consumption in the Data Center

Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out… Read More »Active Copper Market Helps Reduce Power Consumption in the Data Center

Huawei UBBF Conference Emphasizes F5.5G and 50G PON

We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand.  This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service… Read More »Huawei UBBF Conference Emphasizes F5.5G and 50G PON

5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

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