User Applications—The Emerging New Differentiator Among Network Equipment Vendors
An increasing amount of publicity is shifting to user applications, and away from the network. Enabling the user to extract more value out of the network is the topic of acquisitions and new product launches. For
5G Fuels Capex Growth: Total Telecom Capex to Grow at a 1% CAGR
The latest Dell’Oro Group Telecom Capex 2H18 Report (former name is Carrier Economics report) supports the thesis the firm has communicated with its technology equipment forecasts, namely, there are reasons to be optimistic about the telecom sector.
2019 OCP Global Summit Key Takeaways
In March, I attended the 2019 Open Compute Project (OCP) Global Summit at the San Jose Convention Center. The event is growing with 3,600 participants this year, including a broad representation of vendors and end
From Scale to Optimization: GTC 2026 Signals the Next Phase of AI Infrastructure
Following GTC 2026, Baron Fung explores how AI infrastructure is shifting from scale to optimization, driven by heterogeneous architectures, evolving workloads, and rising capex demands.
CBRS RAN Market Investments to Surpass $1 Billion
According to the Dell’Oro Group CBRS RAN 5-year January Forecast Report, short term delays will not impact the long-term demand for LTE and 5G NR CBRS solutions – the overall CBRS RAN market is expected to grow at
Radio Access Network (RAN) Highlights at MWC2019
This blog post is a summary of RAN-related key takeaways from MWC 2019 Barcelona. For access to the full version, please contact daisy@delloro.com RAN Optimism The MWC event supported the premise we have communicated for some time
OFC 2019 Post Show Thoughts
After spending a few days at OFC 2019, I sat down and read through the notes I took during each meeting at the conference and concluded that I have fewer pages of notes for this
5G MWC19 Barcelona Observations: It’s All About the Core
2019 is the year of 5G. All of the pieces of the ecosystem are falling into place: the announcement of 5G smartphones is coming soon and numerous service providers are committing to 5G deployments this
Key Takeaways – Worldwide Telecom Equipment Market 2018
Huawei captured 29 percent share of the telecom equipment market, increasing its market share by 8 percentage points since 2013. We just wrapped up the 2018 reporting period for all the Telecommunications Infrastructure programs covered
