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Does Connect Europe signal Huawei’s resurgence? (Analyst Angle)

Huawei held its signature Connect event in Paris just before the U.S. Thanksgiving holiday. Despite intense sales restriction pressure globally amid concerns related to the security of its mobile networking solutions, the company continues to defy the odds. I liken Huawei’s resilience to that...

Qualcomm sees PC business coming together to expand TAM

Enabling on-device gen AI applications across its portfolio is a clear priority for Qualcomm Following a strong set of gen AI announcements at its Snapdragon Summit last week, Qualcomm reported earnings on Nov. 1, and the story may be coalescing for investors as the company’s...

Reviving deep packet inspection: The journey from antiquated hardware to the cloud (Reader Forum)

In the dynamic world of network traffic management, the concept of Deep Packet Inspection (DPI) has been a subject of intense debate in recent years. As concerns around data privacy and cybercrime have grown, the use of encryption technologies to secure data across public...

Dell saw AI as a ‘strong tailwind’ in Q2 earnings

The Dell PowerEdge XE9680 GPU-enabled AI server is the “fastest ramping” new solution in the company’s history, COO Jeff Clarke said After laying out a robust artificial intelligence (AI) strategy covering infrastructure and services across its businesses during Dell Technologies World in April, company COO...

Three benefits of deploying AI at the edge

Running AI workloads at the edge enables better economics, faster decision making and automation If you look past the hype, look past the technological complexity, look past the protracted proofs of concepts, 5G is all about leveraging a high-bandwidth, low-latency air interface to move data,...

American Tower looks to growth from densification, ‘cloud onramps’

$10 billion CoreSite acquisition gave American Tower combination of tower and datacenter infrastructure Although U.S. carriers are lowering capex as 5G deployments slow, American Tower is still seeing activity levels that are “really strong in the U.S. and around the globe. And it’s all about...

Dell Technologies taking on big five enterprise IT challenges 

Future of work, multicloud, edge, AI and security are the key themes out of Dell Tech World LAS VEGAS—Most major enterprises have, to degrees, settled on a multicloud strategy as the way forward. The next piece of this ongoing evolution is making workloads running in...

Can edge workload placement reduce capex and opex? Potentially.

Recent research shows moving more workloads to the edge can optimize overall utilization and efficiency Part of optimizing networks now means not just optimizing service performance and RF performance, but placement of compute workloads: In a data center or at the edge? This has implications...

Enabling the metaverse with a device-edge-cloud continuum

No single company, network or technology can build the metaverse. Instead, the industry will have to tap into every available foundational technology across the ecosystem, from the very edge of the network all the way to the devices themselves. 5G and Wi-Fi, high-powered cameras...

Huawei to invest $400 million in Saudi Arabia cloud region

Huawei will distribute the cloud funds over the next five years During LEAP 2023, Huawei announced a $400-million-dollar investment in a cloud region in Saudi Arabia. The funds, to be distributed over the next five years, will bolster the region’s digital economy and provide access...

Disruption and opportunity: How hyperscalers are transforming telecoms (Reader Forum)

Hyperscalers’ growing influence is reshaping traditional telco value chains. For CSPs and telecom suppliers, these changes represent significant market opportunities if they can strategically align and evolve their offerings.   The telecom landscape is changing fast, and hyperscalers like Google Cloud, Microsoft Azure and Amazon Web...

Equinix CEO: ‘The service provider world is very different’

Despite macroeconomic volatility, Equinix sees growth as investment in cloud-enabled digital transformation continues Looking back a decade, Equinix President and CEO Charles Meyers recalled service providers focused on networks and hyperscalers beginning what would become an incredible growth period. As the world of networks and...

Making sure you are really getting 5G (Reader Forum)

Different technologies and approaches to 5G have made it hard for consumers to know what to expect from 5G service. From millimeter wave 5G that is exceptionally fast (but lacking in range) to low-band, high-range 5G that is reminiscent of 4G LTE to mid-band...

Singularities in cellular (Analyst Angle)

While cellular has undergone and brought about rapid and continuous change in human communication over the 40 years since the industry’s inception, we can identify a certain few developments that were profound and revolutionary. These include digitization of voice in 2G, text messaging, smartphones...

Alibaba announces $1 billion overseas cloud investment

The investment is thought to be a response to an unprecedented revenue slowdown for Alibaba In an effort to combat a historical slowdown, Alibaba has revealed a $1 billion investment to support its international cloud computing customers and partnerships. The investment, which will be injected...

Qualcomm automotive business booming; $30 billion pipeline

Mercedes-Benz taps Qualcomm Snapdragon Digital Chassis for digital cockpit and automotive connectivity Providing its Snapdragon Digital Chassis to the automotive industry has been a major driver of Qualcomm expanding its total addressable market to $700 billion by the end of the decade. Just two months...

Ofcom launches probe into cloud market competition

AWS, Microsoft and Google combined generate about 81% of revenues in the U.K. public cloud infrastructure services market British media regulator Ofcom has initiated an investigation into whether Amazon, Microsoft and Google’s cloud computing dominance is a threat to market competition. In a statement that acknowledged...

The link between cloud computing and artificial intelligence (Reader Forum)

Business growth often requires the adoption of the latest technologies. These innovations include artificial intelligence (AI) and cloud computing (CC). While these are two separate technologies, recent advancements have shown the possibility and benefits of their integration. In its broadest definition, AI refers to machines...

Verizon Business CEO on three big trends—mobility, broadband, cloud

Verizon looks to “make the market” in combining 5G and mobile edge computing Sowmyanarayan Sampath, the new head of Verizon Business, this week discussed what he sees as three technology trends that, when coupled with the operator’s 5G network, can grow total addressable market by...

Cisco reorganizing business groups as exec plans exit

Todd Nightingale leaving Cisco to take on CEO role at Fastly Todd Nightingale, long-time executive vice president and general manager of the Cisco Enterprise Cloud and Networking Group, will become CEO of edge cloud platform provider Fastly on Sept. 1. Cisco, according to an emailed...

Amazon EC2 offers M1 Mac instancing

After first testing the capability, AWS has added M1 Mac minis to its EC2 arsenal, for devs who need to provision virtual Macs in the cloud.

TIM-led group to make counter offer to build Italian National Strategic Hub

A Telecom Italia-led group says the Italian government must consider its counter offer to build the National Strategic Hub public admin cloud.

Alkira promises faster cloud app deployments with Cloud Area Networking

Alkira promises its new Cloud Area Networking platform will help free enterprises from legacy technical debt and other burdens.

Telus grabs LifeWorks for CAD2.9 billion

Telus said it has acquired LifeWorks, a developer of a cloud-based employee assistance program and benefits administration platform.