Analysis - Industry
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"[Customers] want something different and, frankly, the incumbents are not delivering," Nokia's Mike Bushong said. -
Semiconductor, quantum, cybersecurity, and 5G pioneers join the SDxMarketplace
The latest SDxMarketplace additions are driving innovations across semiconductors, quantum computing, and cybersecurity. -
AI a big driver of Intel’s open-source efforts
This includes work with open-source groups and collaboration with rivals. -
Will Ericsson’s revamped private 5G approach ride market maturity?
The change will see the Ericsson name supersede Cradlepoint in the private 5G and enterprise space.
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Where is Broadcom-led VMware headed post-Explore?
“I think Broadcom is committed to their investment, but that’s not the same as being committed to the VMware brand,” RedMonk's Rachel Stephens wrote.
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Will Ericsson, Google Cloud lead telecom operators to cloud API gold?
The new API venture packs a dozen large operators and Google Cloud, but some notable cloud ecosystem names are missing
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Cisco CFO claims HPE-Juniper deal causing WLAN ‘uncertainty’
Though Cisco’s own efforts in that space could themselves cause some customer concern
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Is AST SpaceMobile launching into an oversaturated satellite telecom market?
Analysts have started to question the ability for the market to support several satellite-based service options. -
5G RedCap, eRedCap module market set to explode
ABI Research predicts 80 million RedCap modules will be shipped into the market over the next five years.
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AT&T slams Broadcom as a ‘bully’
AT&T claims that Broadcom is “threatening to withhold essential support services for previously purchased VMware perpetually licensed software." -
Does Verizon’s $20B Frontier buy mean a fiber fight is on?
Verizon’s expansion pursuit comes on the heels of rivals AT&T and T-Mobile US pushing deeper into the fiber networking game. -
Broadcom CEO Hock Tan touts VMware’s private cloud, AI future
'Public cloud is much more expensive, more so than you can ever expect,' Tan said.
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Broadcom, Fortinet, Versa gain MEF SD-WAN gold star
The recognition came as part of MEF’s first secure access service edge module testing regime that was focused on SD-WAN performance. -
Are smaller operators ready for their 5G moment?
Finances and support remain significant hurdles. -
How unified SASE simplifies security and networking for the modern enterprise
Secure access service edge isn’t just about replacing your VPN; it’s a comprehensive framework for streamlining your entire network, from security to device management. -
How long can AWS, Microsoft, Google drive data center capex surge?
Artificial intelligence is driving the boom but is also impacting job growth. -
Cisco job cuts continue a slashing trend
“Although disappointing, the slowdown in hiring is about in line with expectations,” CompTIA's Tim Herbert stated
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Cisco core to Colt’s galloping optical network path
Colt is currently deep in 400-gig, but is trialing a path toward 800-gig networking. -
Are telecom operators directionally challenged when it comes to enterprise?
GlobalData recommends operators focus more on the horizontal nature of their network resources instead of trying to delve deeper into verticals. -
Juniper, Cisco AI moves highlight AI frenzy
'Once you see the AI-Native, you can’t unsee it,' Juniper Networks' Jeff Aaron said of the vendor's artificial intelligence-powered networking product
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Will AWS, Microsoft, and Google eat the edge?
“It's all kind of consolidating to the big groups who are well capitalized [and can] do this stuff,” JLL's Andy Cvengros said of the edge market.
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Can Dell and Nutanix benefit from VMware uncertainty?
"We want to make sure we're setting the stage with the market of our intention," Dell's Drew Schulke said.
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Cisco to slash more jobs, merge networking unit
CEO Chuck Robbins said the vendor will focus on cybersecurity, AI, and cloud
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Amazon, Microsoft, Google set for marketplace boom
That boom is coming on the heels of broader cloud revenue growth for the market's leading hyperscalers.