SASE market set to explode, says leading analyst
|“SASE holds great appeal because it unifies and simplifies networking and security across a wide variety of network use cases, ranging from larger headquarter and branch networks down to individual users,” Mauricio Sanchez, Research Director commented. “Over the next five years, we expect the initial thrust for SASE to come from small to medium enterprises, for whom unification and simplification rank high, but also expect larger enterprises to begin pivoting.”
AI’s Potential Held Back by Hardware Bottlenecks, Dell’Oro Says
|The adoption of artificial intelligence (AI) accelerators in data centers could be stymied if existing hardware bottlenecks aren’t addressed, warned Dell’Oro analyst Baron Fung, in a blog post this week. “AI is driving the need for specialized solutions at the chip and system level in the form of accelerated compute servers optimized for training and inference workloads at the data center and at the edge,” he wrote.
Huawei Shows Signs of Strain From U.S. Pressure on Chips
|Open RAN and the Everest of inflated expectations
|Analysts and consultants, unlike politicians, are rarely made to rue their public utterances. Twenty years ago, firms still in business today built elaborate forecasting models to show how 3G would double consumer spending on mobile services. None was grilled before an audience when those predictions turned out to be wildly optimistic.
COVID-19 Be Damned, 5G Gear Beats Some Expectations
|The key building blocks for 5G are on pace to meet or beat sales predictions outlined at the beginning of the year, according to a new report from Dell’Oro Group. Looking back on figures for the first half of 2020, the firm is revising some of its outlooks upward and calling others effectively in line with expectations
