Traditional Front-end Networks Remain Vital as AI Back-end Networks Investment Skyrocket
This shift is redefining the networking industry. The battle between Ethernet and InfiniBand, the reshaping of vendor dynamics, and the evolving role of front-end vs. back-end networks will have long-term implications for cloud providers, enterprises, and networking vendors. 2025 is shaping up to be a critical year where these trends accelerate, potentially setting the stage for the next decade of AI-driven networking.
Palo Alto Networks Reboots CNAPP: The Shift from Prisma Cloud to Cortex Cloud
Palo Alto Networks rebranded Prisma Cloud as Cortex Cloud to address integration challenges, enhance automation, and strengthen real-time security. This move aims to regain competitiveness as CNAPP evolves toward platform-centric, deeply integrated security solutions.
What to Expect from RAN in 2025
Mobile infrastructure investments slowed significantly in 2024. Preliminary findings indicate that the Radio Access Network (RAN) market contracted by 10 to 20% year-over-year (YoY) during the 1Q24 to 3Q24 period (final 4Q24 and full-year data
Open RAN Tanks in 2024
In this blog, analyst Stefan Pongratz discusses Open RAN’s challenges in 2024, with a 30% Y/Y decline due to slowed 5G adoption and technology delays. He maintains a positive long-term outlook, despite short-term uncertainties and revised projections.
Future of Optical Transport in the Intelligent Era
Optical transport underpins next-gen services like 5G Advanced and AI/ML, acting as the network’s “roots” to ensure connectivity. To meet rising bandwidth and latency demands, networks must evolve with faster speeds, expanded fiber capacity, and advanced architectures like mesh topology, with key upgrades including 400+ Gbps wavelengths and all-optical switching.
2024 OCP Global Summit: Power and Cooling Contributions Rise to the Top
In this blog, analyst Lucas Beran shares his insights from the OCP Global Summit 2024, spotlighting key trends and challenges in AI infrastructure. He explores the growing demand for power and cooling solutions for high-density racks, the increasing adoption of liquid cooling, and the critical role of sustainability as AI workloads continue to scale rapidly.
Vecima Snaps Up Falcon V to Accelerate Charter DAA Deployment
This blog explores Vecima Networks’ acquisition of Falcon V, its impact on accelerating Distributed Access Architecture (DAA) and vCMTS development, and how it strengthens Vecima’s relationship with Charter Communications amid evolving broadband market dynamics.
With Rogers Deal, Comcast Achieves Its Goal of Becoming an Access Technology Supplier
In this blog, analyst Jeff Heynen highlights the significance of Comcast’s move toward licensing its broadband technology and its potential impact on the broader telecommunications industry
The State of Enterprise Network Market in 2024: The Great Reset Before a 2025 Rebound
This blog analyzes the 2024 correction in enterprise network markets, highlighting spending slowdowns across five key segments due to excess inventory and economic factors, while forecasting growth recovery in 2025 driven by new technologies.
Sister Startups Aim to Fast-Track Cable Convergence
In this blog, VP Broadband Analyst Jeff Heynen highlights Air Wireless’s use of E-band spectrum for rapid DOCSIS network extensions and Air5’s focus on integrating DOCSIS and 5G. He compares these startups to Broadcom, which is developing a 3 GHz-capable chip. Their emergence could boost competition and assist operators in adapting to the evolving market.
