Microsoft Gets Serious about the SSE Market
In a series of announcements today, Microsoft’s identity and access group unveiled significant updates regarding its Entra product family. In this blog, Research Director Mauricio Sanchez shares some key takeaways and his opinions on Microsoft entry into the SSE spaces.
AI – What Does It Mean for the RAN Market?
The timing is right to review how AI is likely to impact the RAN market, both directly and indirectly. In this blog, we will focus on four specific areas: mobile data traffic, operator revenue, RAN economics, and RAN architectures.
AWS’s New Liquid Cooling Solution Rattled the Market—But Is It Truly Disruptive?
Amazon Web Services’ custom IRHX cooling system, built for NVIDIA Blackwell-based AI servers, reflects AWS’s vertical integration strategy—and may ultimately boost, not disrupt, the broader data center vendor ecosystem.
Top Trends in Enterprise-Class WLAN – 2023 and Beyond
The Wireless LAN industry has seen record growth over the past two years. Research analyst Siân Morgan discuss the four key trends emerging in manufacturers’ strategies to maintain their customer base while they turn their sites to expand to new markets.
3 Reasons Why the Glass Was Half Full and Half Empty at RSA Conference 2023
For me, RSAC 2023 ended up a glass-half-full and half-empty event. While there was tangible progress and innovation, it lacked the same buzz of the 2022 and 2020 editions (2021 was canceled due to the pandemic). In this blog, I examine the three reasons I believe this was.
Enterprise Campus NaaS: Wi-Fi as Easy as Electricity
With industry players approaching Enterprise Campus NaaS from different angles, it follows that their commercial strategies vary… However, there are three broad categories of Enterprise Campus NaaS that are beginning to emerge. As the market matures we expect to see vendor strategies consolidate according to which of the three types of Enterprise Campus NaaS they envision…
50G PON Moves Closer to Deployment
2022 marked a record year for broadband spending around the world, as service providers forged ahead with major network upgrades and expansions. In many cases, the focus of these investments was to expand the reach
Worldwide Telecom Equipment up 3 Percent in 2022
Following four consecutive years of modest telecom equipment growth across the six telecom programs tracked at the Dell’Oro Group*, preliminary findings show that the aggregate telecom equipment market moderated somewhat from the 8% revenue increase in 2021 to 3% year-over-year (Y/Y) in 2022.
OFC 2023: Revolutionizing Networking for AI Workloads
2023 witnessed a remarkable resurgence of the OFC conference following the pandemic. The event drew a significant turnout, and the atmosphere was buzzing with enthusiasm and energy. The level of excitement was matched by the
OFC 2023: The Terabit Era
OFC 2023 was a great conference this year with the exhibit hall packed with people exchanging thoughts and ideas. One of the main technology themes at the show was around terabit-capable coherent wavelengths. Hence, my main takeaway from the conference was that we are now in the Terabit Era.
