Key Takeaways—Telecommunication Equipment Market 1Q20 to 3Q20
We just wrapped up the 3Q20 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates
Huawei MBBF 2020 RAN Takeaways
Huawei recently held its annual MBBF Forum. Even though we were not able to attend in person, it was
5G Is Propelling RAN to Another Strong Quarter
We just published the 3Q20 RAN report. Preliminary readings indicate that the positive momentum that has characterized the radio access
Marvell’s Acquisition of Inphi Is Latest Chip Sector Consolidation—More Is Yet to Come
Last week, Marvell announced another giant deal with the acquisition of Inphi. We had an opportunity to talk with
Impact of AI on Data Center Infrastructure
The 3rd AI Hardware Summit took place virtually earlier this month and it was exciting to see how quickly the
Mid-Year 5G 2020 Progress
Going into 2020 we outlined ten 5G predictions. Since we now have data for 1H20 and will soon start
Cable’s Fixed-Mobile Convergence Future
At this year’s virtual Cable-Tec Expo, four prominent themes have emerged throughout the online panels and technical presentations: Cable
Financial Sector Data Center Capex Outlook Maintains Momentum in 2020
Unlike many enterprises that have been migrating their IT infrastructure to the Public Cloud in recent years, the financial sector
Analyst Angle—NVIDIA to Disrupt Smart NIC Market with AI-enabled Bluefield DPU
At this week’s NVIDIA GPU Technology Conference, the company announced its groundbreaking Bluefield -2X DPU (Data Processing Unit), which combines
Analyst Angle – VMware looks to Menlo Security to get SASE, but hedges bet with Zscaler
Over the last year and a half, VMware has been aggressively bolstering its network security capabilities, whether with the
