It is no secret that Intel is under new leadership with Pat Gelsinger, given his return to the iconic Silicon Valley company earlier this year, where he spent the first thirty years of his career. The semiconductor giant is subsequently making waves with several recent announcements. One caught my attention at last week’s Intel Architecture Day – …
Intel Plants An Infrastructure Flag With Mount Evans Read More »
Last month, I spent time with Hewlett Packard Enterprise (HPE) telco executives ahead of Mobile World Congress (MWC) Barcelona. The company recently underwent a reorganization that it claims will better enable the development of solutions to support mobile operator 5G deployments globally. HPE also announced at MWC a handful of enhancements to its 5G automation …
Hewlett Packard Enterprise Aims High For 5G Automation Read More »
As an analyst, I follow all the tier one mobile network operators on the globe. Each is unique in regard to their subscriber base, vertical market focus and investment areas, and AT&T is no exception. The operator’s investment in research and development is impressive, as demonstrated by its Bell Labs efforts and Linux Foundation networking …
I have written about Marvell extensively in the past, and I continue to be impressed with its leadership in 5G silicon. The company’s DPU announcement this week during Mobile World Congress Barcelona, in my mind, furthers its momentum. My firm was recently briefed by Marvell executives and I would like to share my takeaways. New …
Marvell Extends Its 5G Leadership With Next-Generation Silicon Read More »
For many enterprises, cellular infrastructure is an intimidating subject. I recently sat down virtually with Ozer Dondurmacioglu, VP of Marketing at Celona. Celona is a start-up offering a private 5G cellular networking platform as a service. Celona’s goal is to make cellular as easy to manage as Wi-Fi within the enterprise. I want to share my …
Celona Aims To Ease Private 5G Enterprise Deployment Read More »
While Telecom is not a new vertical focus for Dell Technologies, I would argue it has not been a priority in the past. From my perspective, that changed this month at Dell’s virtual telecom event on June 9th. Not surprisingly, the underlying theme was 5G’s ability to bridge the unconnected and accelerate enterprise and service provider …
I attended the virtual Dell Technologies World 2021 event last week along with fellow Moor Insights & Strategy analysts Steve McDowell, Matt Kimball and firm President, Patrick Moorhead. The big news centered on the APEX IT-as-a-service offerings aimed at helping enterprises simplify the consumption and deployment of technology. However, I discovered some interesting announcements related to my …
Dell Technologies World 2021 Delivers On Security And Networking Read More »
Following Cisco’s signature Live! 2021 event in late March, I recently had the opportunity to speak with Jonathan Davidson, who leads the company’s Mass Scale Infrastructure (MIG) group. During our one-on-one, we discussed several topics, including the recent Acacia acquisition, 5G and its private cellular networking opportunity and the book he co-wrote nearly 20 years …
Jonathan Davidson And Cisco’s Vision Of The Internet For The Future Read More »
Last week, I attended the second digital version of HPE Aruba’s annual Atmosphere event. Aruba demonstrated what I thought was a great blend of use cases and enhancements to the company’s Edge Services Platform (ESP) launched at last year’s event. I also had the opportunity to spend time with executives in a highly interactive Q&A …
I write pretty extensively about private cellular networking. The platform is poised to accelerate digital transformation within enterprise information technology (IT) environments and connect the non-carpeted operational technology (OT) ones. For a quick explanation, IT typically refers to the computer hardware and software in the traditional office environment. OT, on the other hand, is involved …
Three Companies To Watch In Private Cellular Networking Read More »
Last year marked the first virtual Cisco Live! event and now that the end of the pandemic appears to be in sight, I am hoping this week’s virtual event was the final one. Like many of my technology analyst colleagues, I am ready to be back on the road again! With that said, the company’s signature event …
Cisco Live! 2021 Takes Security And Networking To New Heights Read More »
Marvell is a silicon leader for the datacenter and the edge enabling the deployment of the largest cloud players, the enterprise and enabling carriers to deploy 5G globally. The company is in the midst of a renaissance that took years and Wall Street is taking notice. Since CEO Matt Murphy’s arrival in 2016, the stock …
Marvell Furthers Its 5G Push With Fujitsu And Facebook Connectivity Read More »
As we begin to put the pandemic in the rearview mirror, there are a number of networking infrastructure and telecom companies that continue to stand out in my mind for their proactive efforts. Cisco is one that I’ve written about in the past (you can find that article here), and I had the good fortune to …
Cisco Seeks To Enable An Inclusive Covid-19 Recovery Read More »
As we put a tumultuous 2020 in the rearview mirror, there are a number of exciting developments unfolding in the world of cellular networking. As a technology analyst that spends a significant time with both infrastructure providers and carriers, I anticipate three things gaining momentum in 2021: 5G private networking, Open RAN and the widespread …
I am convinced that the mountains that are near many Hewlett Packard Enterprise(HPE) facilities inspire the company’s lab and research and development efforts. I visited its lab in Roseville, California, in the summer of 2018, and was impressed by its capabilities. I wrote an article highlighting my insights. If interested, you can find it here. Last month, …
Hewlett Packard Enterprise Lab Efforts Seek To Enable 5G On A Massive Scale Read More »
Qualcomm held its annual 5G summit online last week. I thought the company’s use of a virtual reality conference center was very creative—it made me yearn to board a flight! Qualcomm dedicated day one to keynotes and the second to several breakout sessions. Today I would like to provide my impressions from the event. 5G …
Qualcomm Extends Its 5G Reach Into Infrastructure Read More »
Last week, I virtually attended ONES 2020, the Linux Foundation’s Open Networking and Edge Summit. I was impressed with the diversity of content at ONES this year, and appreciated the added emphasis on edge (which was the impetus for adding the “E” to the conference name—if you’ve never heard of the event, it’s because it …
I have followed many networking infrastructure providers throughout the pandemic. Hewlett Packard Enterprise (HPE) has been one of the standouts from my perspective based on its willingness to extend credit facilities and offer its solutions as a service for operating expense flexibility. Recently, the Aruba division commissioned a survey that polled IT decision-makers across the globe on several critical issues, including their its likely response to Covid-19. …
HPE Aruba Finds Its Covid-19 Silver Linings In The Clouds And Beyond Read More »
I have been following Marvell for quite some time now and as our principal Patrick Moorhead expressed earlier today, the company “is on a roll.” This year, I provided my insights into an announcement that spanned its 5G solution set and significant wins with Samsung and Nokia. If interested, you can find that article here. This week, …
Marvell Delivers Switching With An IQ At Scale Which Is Likely Bad News For Broadcom Read More »
This week, Hewlett Packard Enterprise (HPE) announced its acquisition of Silver Peak. I would like to provide my take on the nearly $1B purchase and what it means for HPE, Aruba and the company’s SD-WAN journey. Why Silver Peak? By most accounts, privately-held Silver Peak is considered a leader in the SD-WAN space. It is a …
