Data Center Capex and IT Component Markets in 1H24: A Surge Driven by Generative AI
In 1H24, global data center capex surged 38%, driven by AI servers and infrastructure. Hyperscale providers and enterprises fueled demand, while server and storage component revenues reached record highs, with continued growth expected in 2024.
Huawei Bets on Enterprise Networking
Huawei’s recent investments demonstrate the company’s aggressive bet on enterprise network revenues, but as enterprises focus on AI, and the vendor landscape is rearranged, success is anything but assured.
US Telcos Betting on Convergence and Scale To End Cable’s Broadband Reign
In this blog, analyst Jeff Heynen discusses how telcos are aggressively positioning themselves to challenge cable operators by expanding their broadband services, using fiber and FWA to capture more subscribers and drive future growth.
1H24 Worldwide Telecom Equipment Down 17%
Supplier rankings were mostly unchanged. The top 7 suppliers in 1H24 accounted for 80% of the worldwide telecom equipment market and included Huawei, Nokia, Ericsson, ZTE, Cisco, Ciena, and Samsung.
FDD Sub-3 GHz 5G Is on the Rise
This blog examines 5G RAN’s growth, focusing on the shift from TDD to FDD, highlighting sub-3 GHz spectrum advantages in coverage and spectral efficiency. Innovations in site simplification and carrier aggregation are pivotal in expanding FDD’s role in the 5G landscape.
Catching AI Lightning in a Bottle: Reflections from HPE Discover 2024
I recently attended HPE Discover 2024 in Las Vegas, where HPE showcased its AI ambitions, strategic networking shifts, and the integration of Atmosphere into Discover. Here are three takeaways: HPE’s AI vision, networking strategies, and event integration.
Cisco Live 2024: Navigating Innovation Amidst Market Saturation
I just returned from Cisco’s Press and Analyst Conference at Cisco Live 2024 in Las Vegas, and it was quite the spectacle. The event was a grand showcase of Cisco’s attempts to reinvent itself amidst
CommScope Also has Bigger PON Ambitions with Casa
In a blog post published earlier this week, details were provided on why CommScope unexpectedly decided to acquire the cable assets of Casa Systems for $45.1 million. The primary reasons discussed included strengthening CommScope’s cable
CommScope Seeks vCMTS Scale with Casa Buy
In a surprise move last week, CommScope emerged as the winning bidder for Casa Systems’ cable assets, edging out Vecima Networks and Harmonic. The winning bid of $45.1M represented a significant premium over Vecima’s initial
Unveiling the Future of Cybersecurity: Key Themes from RSA Conference 2024
Analyst Mauricio’s blog explores RSA Conference 2024’s key themes: AI-Powered Security, Unified Architectures, and Zero Trust, offering insightful analysis.
