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.
The Cloud Market’ “Pepsi Challenge”: Tencent’s Bid to Shake Up the Global Market
Reflecting on my recent attendance at the 2024 Tencent Global Industry Analyst Conference held on September 5th in Shenzhen, China, I’m struck by Tencent Cloud’s ambitious plans to expand beyond its home market. The conference
Cable’s Unification Day: Who Really Benefits?
At SCTE TechExpo, Broadcom, Charter, and Comcast unveiled a DOCSIS 4.0 chipset and DOCSIS 5.0 demos. Jeff Heynen discusses their impact on cable operators’ network strategies and DOCSIS’s future.
Data Center Capex and IT Component Markets in 1H24: A Surge Driven by Generative AI
In 1H24, global data center capex surged 38%, driven by AI servers and infrastructure. Hyperscale providers and enterprises fueled demand, while server and storage component revenues reached record highs, with continued growth expected in 2024.
Huawei Bets on Enterprise Networking
Huawei’s recent investments demonstrate the company’s aggressive bet on enterprise network revenues, but as enterprises focus on AI, and the vendor landscape is rearranged, success is anything but assured.
US Telcos Betting on Convergence and Scale To End Cable’s Broadband Reign
In this blog, analyst Jeff Heynen discusses how telcos are aggressively positioning themselves to challenge cable operators by expanding their broadband services, using fiber and FWA to capture more subscribers and drive future growth.
