Insights from GTC25: Evolution of GPU Compute Architecture
In a new analysis, Dell’Oro’s Baron Fung examines NVIDIA’s shift to rack-scale AI solutions, the rise of multi-die GPUs, and the power and interconnect challenges of scaling AI clusters. As AI compute density surges, innovations in liquid cooling, photonics, and distributed AI infrastructure will redefine data centers.
Insights from GTC25: Networking Could Tip the Balance in the AI Race
With a wave of announcements coming out of GTC, countless articles and blogs have already covered the biggest highlights. Rather than simply rehashing the news, I want to take a different approach—analyzing what stood out
Worldwide Telecom Equipment Down 11 Percent in 2024
Despite some improvement in the second half, 2024 marked a difficult year, with global telecom equipment revenues declining 11% Y/Y, the steepest drop in over 20 years. Over the past two years, total equipment revenue fell 14%.
Google Bets the Farm on Cybersecurity with Proposed $32 B Wiz Acquisition
A Landmark Acquisition in Cybersecurity History In one of the most significant cybersecurity acquisitions ever, Google announced its intention today to purchase Wiz, a fast-growing cloud-native security firm, for an unprecedented $32 B. This historic
MWC 2025: RAN, Open RAN, and AI RAN Highlights
It was an intense week in Barcelona. After 50+ meetings during and before the event, below are some initial key takeaways. RAN outlook remains tepid Open RAN marketing is morphing Vendor concentration will likely increase
In the Leadup to MWC Barcelona, Enterprise Vendors Target Network Refresh
Announcement Roundup: CommScope, Cisco, Juniper, and Extreme are gearing up for growth in 2025 The past few months have seen a flurry of vendor announcements. Mobile World Congress (MWC) is looming, and while the conference
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.
