Armis is the fastest growing cybersecurity software company; Ericsson stock is down nearly 6% since its Vonage acquisition; and Samsung plans to build a $17B semiconductor fab.
Analysts are bewildered by Ericsson’s $6.2B acquisition; sponsorship matters for women in cybersecurity; and Red Hat plans to deploy SASE across telecom infrastructure.
Kyndryl and VMware address multi-cloud challenges; the largest hyperscalers now own 700 data centers combined; and Palo Alto Networks reported $1.25 billion in Q1 revenue.
Qualcomm articulated a strategy to push its chipset platform into IoT; Fortinet integrated its SD-WAN with Azure vWAN; and Arista expanded its X-series switch family.
Positive Technologies disclosed a vulnerability affecting Intel processor families; T-Mobile mid-band 5G covers 200M people; and Ericsson revealed an SMO platform.
Cost savings often remains the primary goal. “Even telcos who don’t care about the environment do care about costs,” MTN Consulting analyst Matt Walker explained.
Open RAN isn’t an alternative to Chinese equipment; software frameworks are critical as AI becomes a do-or-die phenomenon; and Netography raised $45 million in Series A funding.
Vodafone will deploy VMware's Telco Cloud Platform in European markets; Kyndryl announced a partnership with Microsoft; and Extreme Networks reported a solid first fiscal quarter of 2022.
CSPs expect 5G energy costs will rise; Juniper Networks previewed its Edge Services Platform; and Fortinet is addressing the gender gap in cybersecurity.
Gartner named the top firewall providers; Verizon and AT&T delayed the launch of 5G on C-band spectrum; and AMD released its Milan-X CPUs and Instinct MI200 AI accelerators.
VMware sees 5G boosting SD-WAN and SASE; Trend Micro provides an animal analogy for app development; and a Cisco report finds NaaS can offload complexity.
Dish Network plans to launch 5G in Las Vegas; cyber officials encourage the private sector to work with the government to fight ransomware; and Fortinet reported a strong Q3.
Tag Cyber’s CEO says SASE makes life more complicated; NEC and Qualcomm teamed up on 5G infrastructure; and Palo Alto Networks and Siemens announced a partnership.
VMware plans to bring SASE to homes; Amazon Web Services captured 33% of cloud spending during Q3; and the Knative Project plans to release version 1.0 this week.