T-Mobile, Verizon 5G FWA growth cools
Rival AT&T is showing enterprise traction, while Dish Network is pushing off market plans until at least next year.
VMware says it's articulating value to customers. "It's going to be more fruitful than having a knife battle with our competitors," VMware's Prashanth Shenoy said.
“We are looking for partners to bring out latent value in assets that we have," Frontier's Vishal Dixit said.
Broadcom is also killing VMware's perpetual licensing option in favor of a subscription model.
Broadcom, AMD, and Nvidia talk about artificial intelligence the most, and the AI rush hasn't quite hit the cloud hyperscalers, new data suggests.