Qualcomm down double digits in handsets and IoT; automotive remains a growth driver Qualcomm reported third quarter results this week; total revenues were down 23% from the same quarter last year to $8.45 billion with handset revenue down 25% and …
Benefits of hybrid AI include data security, context and efficiency With generative artificial intelligence (AI) poised to permeate virtually all types of consumer and enterprise applications, network architecture becomes increasingly important. If the goal is to use AI to quickly …
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 …
Discussion around generative AI has quickly become a mainstay in conference presentations and earnings calls. The predominant thinking is that if you’re an enterprise, including a mobile network operator or other communications service provider, you’ve got to have a plan to …
Considerations include operational readiness, business case development and go-to-market strategy A logical, virtual, end-to-end network slice that automatically comes into being to serve the exacting requirements of a particular horizontal or vertical use case—that’s a big part of the vision …
Viavi on the role of artificial intelligence and digital twins in continuous testing of cloud-native networks The big idea of 5G is delivering on-demand enterprise services that are automatically provisioned across network domains and tailored to best serve the end …
Editor’s note: Part 1 of this piece, drawn from a panel discussion at RCR Live: Telco Reinvention in London, is available here. Leveraging an expertise in reliability to deliver enterprise services In the first installment of this story on what …
Facing challenges at every layer of technology and business, operators need a “silver bullet machine gun” The world of operators is confusing at the moment. Networks are rapidly changing, business models need to change just as rapidly, money is tight …
Michael Dell: “If you aren’t already thinking about AI and how it will change every part of your business, then you are already behind” AI was a major theme at the recent Dell Tech World event in Las Vegas, with …
Through products and partnerships, Dell Technologies is pushing open network architectures as a key enabler of 5G monetization Dell Technologies sees significant growth potential as telecom networks transition to cloud environments, hardware and software is disaggregated, and compute is distributed …
Dell talks taking an ecosystem approach to help reposition operators as “trusted business partners,” and capture new 5G service revenues “If you go back 20 years, telcos provided a broad range of services to enterprises, and they were a trusted …
The NativeEdge software platform debuted at the recent Dell Tech World event While Dell Technologies is rapidly growing its Telecom Systems Business with a focus on disaggregated and distributed networking, the company has a very large, long-term business at the …
VMware alum and Arrcus CEO Shekar Ayyar: Operators can better optimize the network, and better monetize the network, with a software-first approach Arrcus describes its mission this way: “To democratize networking by providing the best-in-class software with the most flexible …
EY sees operators as needing to reinvent to address enterprises’ needs and deliver the full sustainability benefits 5G can enable Telcos sit in an interesting position as it relates to global sustainability efforts. Given the scale of many telecommunications networks, …
AI and hybrid cloud drive IBM Consulting’s growth platforms The types of generative AI solutions drawing investor and media hype at the moment—ChatGPT-4 and MidJourney, for instance—are huge models with broad capabilities. But for enterprises looking to add generative AI …
With generative AI putting a spotlight on NVIDIA, the company is pushing “accelerated computing” as key to bringing AI to bear across industries The idea is to use NVIDIA services, software and systems to build “AI factories” that also run …
$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 …
Qualcomm views on-device AI as key to reducing cloud costs associated with AI processing As bullishness, or at least perceived bullishness, around artificial intelligence (AI) drives up stock prices and market caps for companies like NVIDIA, AMD and Marvell, Qualcomm …
Verizon updates on C-Band, fiber build, FWA sub growth and enterprise 5G outlook While acknowledging his dissatisfaction with the company’s performance in 2022, Verizon CEO Hans Vestberg this week gave a wide-ranging update on the operator’s approach to 5G monetization. …
John Stankey says AT&T will finish $6 billion cost-cutting plan this year, then move into cutting legacy infrastructure costs Now that it’s well-past the divestiture of Warner Media and executing on a back-the-basics approach to wired and wireless networks, AT&T …
From enterprise and government to rural markets and prime network seekers, T-Mobile US sees room to run beyond 2025 Speaking this week at the JP Morgan Global Technology, Media and Communications Conference in Boston, T-Mobile US CEO Mike Sievert brushed …
Dell Technologies sees a bright long-term outlook for Open RAN LAS VEGAS–With its Open Telecom Ecosystem Lab (OTEL) and constantly-expanding suite of telco-optimized products, Dell Technologies is a major player in Open RAN. While there seems to be broad support …
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 …
Up against mounting cost pressures and stagnant revenues, operators need to undertake technological and business model transformations if they want a chance to drive growth and monetize 5G investments AUSTIN—Operators have not effectively monetized 5G. From consumer-facing mobile bundles and …
The acquisition of Autotalks is meant to bolster Qualcomm Snapdragon Digital Chassis, speed adoption of V2X Although stagnant handset demand is currently coloring its business, Qualcomm continues its strong growth in the automotive segment, reporting last week a 20% quarterly …
