Mauricio Sanchez analyzes Comcast Business’s shift beyond connectivity, highlighting SASE, AI-driven complexity, and the execution challenges in scaling enterprise managed services. Learn more:
In his latest blog, Stefan Pongratz explores how AI-driven automation is advancing RAN toward Level 4 autonomy, with early deployments emerging and cross-domain orchestration defining the next phase. Learn more:
Stefan Pongratz outlines key RAN shifts at MWC 2026, as AI RAN gains momentum while Open RAN fades and GenAI traffic remains minimal. Learn more:
At OFC 2026, Jimmy Yu observed a shift toward higher-density optical architectures driven by new pluggables, amplification, and system designs. Read more:
In this blog, Jimmy Yu shares observations on Huawei’s 2 Tbps DWDM technology, highlighting architecture, power efficiency, and early deployment progress in next-generation optical transport systems.
Mauricio Sanchez distills RSAC 2026 into clear signals for vendors and investors, highlighting control-plane consolidation, data-centric policy, and the gap between vision and adoption.
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.
In this blog, analyst Jeff Heynen examine the FCC ruling shows constrained U.S. router supply, rising costs, and delayed Wi-Fi 7—reshaping broadband operator, vendor, and investor outlooks.
Following GTC 2026, Dell’Oro’s Alex Cordovil highlights AI factories, power constraints, and rising infrastructure complexity reshaping DCPI as operators scale next-generation AI deployments. Learn more:
In this new blog, Stefan Pongratz explains how AI RAN is moving from hype to reality, reshaping RAN strategies while structural constraints influence deployment models and long-term adoption.
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