Charter and Cox Likely to Stay Their Respective Courses on DOCSIS Upgrades
Charter’s proposed $34.5 billion acquisition of Cox Communications reflects just how much the US broadband landscape has changed. The near-nationwide availability of fixed wireless access (FWA), combined with expanding fiber footprints, has put cable operators
RSAC 2025 Reveals New Security Imperatives Shaping a Sovereign Digital Future
Analyst Mauricio Sanchez shares three key takeaways from RSAC 2025: the growing importance of sovereignty in security, the rise of AI-driven security fabrics, and the accelerating trend of platform consolidation in cybersecurity. Learn more
Tariff Impact on the Broadband Market
In his latest blog, analyst Jeff Heynen discusses to the impact tariffs will have this year and beyond on the Broadband market. Read more
Insights from GTC25: Evolution of GPU Compute Architecture
In a new analysis, Dell’Oro’s Baron Fung examines NVIDIA’s shift to rack-scale AI solutions, the rise of multi-die GPUs, and the power and interconnect challenges of scaling AI clusters. As AI compute density surges, innovations in liquid cooling, photonics, and distributed AI infrastructure will redefine data centers.
Insights from GTC25: Networking Could Tip the Balance in the AI Race
With a wave of announcements coming out of GTC, countless articles and blogs have already covered the biggest highlights. Rather than simply rehashing the news, I want to take a different approach—analyzing what stood out
Worldwide Telecom Equipment Down 11 Percent in 2024
Despite some improvement in the second half, 2024 marked a difficult year, with global telecom equipment revenues declining 11% Y/Y, the steepest drop in over 20 years. Over the past two years, total equipment revenue fell 14%.
Google Bets the Farm on Cybersecurity with Proposed $32 B Wiz Acquisition
A Landmark Acquisition in Cybersecurity History In one of the most significant cybersecurity acquisitions ever, Google announced its intention today to purchase Wiz, a fast-growing cloud-native security firm, for an unprecedented $32 B. This historic
MWC 2025: RAN, Open RAN, and AI RAN Highlights
It was an intense week in Barcelona. After 50+ meetings during and before the event, below are some initial key takeaways. RAN outlook remains tepid Open RAN marketing is morphing Vendor concentration will likely increase
In the Leadup to MWC Barcelona, Enterprise Vendors Target Network Refresh
Announcement Roundup: CommScope, Cisco, Juniper, and Extreme are gearing up for growth in 2025 The past few months have seen a flurry of vendor announcements. Mobile World Congress (MWC) is looming, and while the conference
Traditional Front-end Networks Remain Vital as AI Back-end Networks Investment Skyrocket
This shift is redefining the networking industry. The battle between Ethernet and InfiniBand, the reshaping of vendor dynamics, and the evolving role of front-end vs. back-end networks will have long-term implications for cloud providers, enterprises, and networking vendors. 2025 is shaping up to be a critical year where these trends accelerate, potentially setting the stage for the next decade of AI-driven networking.
