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Home - Archives for Sean Kinney, Principal Analyst - Page 3
Author

Sean Kinney, Principal Analyst

Sean Kinney
Sean Kinney, Principal Analyst

Sean focuses on multiple subject areas including 5G, 6G, Open RAN, hybrid cloud, edge computing, and Industry 4.0. Prior to his work at RCR, Sean studied journalism and literature at the University of Mississippi then spent six years based in Key West, Florida, working as a reporter for the Miami Herald Media Company. He currently lives in Fayetteville, Arkansas.

  • Behind the signal are the people who show up

    by Sean Kinney, Principal Analyst April 4, 2025
    by Sean Kinney, Principal Analyst April 4, 2025

    The Baker to Vegas Challenge Cup Relay pushes people to the edge; Verizon Frontline is there not just with tech, but with trust DEATH VALLEY—It was me, Dan Jones from …

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  • Fujitsu on private wireless—’It’s got to be easy’

    by Sean Kinney, Principal Analyst March 28, 2025
    by Sean Kinney, Principal Analyst March 28, 2025

    Fujitsu is taking an all-in-one approach to private wireless, including a managed service offering, to drive adoption from enterprise and industry Communications service providers (CSPs) and network equipment vendors, both …

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  • A reflection from Mobile World Congress—our one fine day is not that far

    by Sean Kinney, Principal Analyst March 11, 2025
    by Sean Kinney, Principal Analyst March 11, 2025

    Editor’s note: While you’re reading this, put on the song “One Fine Day” by David Byrne. It’s from the album Byrne made with Brian Eno called Everything That Happens Will …

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  • Verizon EVP Joe Russo on AI, automation, RAN and RIC

    by Sean Kinney, Principal Analyst March 10, 2025
    by Sean Kinney, Principal Analyst March 10, 2025

    Ahead of Mobile World Congress, Verizon put out a good bit of news, most of which speaks broadly to how it’s laying the groundwork for its long-term network evolution. To …

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  • Dragonwing, a new brand from Qualcomm, roars to life

    by Sean Kinney, Principal Analyst February 26, 2025
    by Sean Kinney, Principal Analyst February 26, 2025

    The new Dragonwing brand includes Qualcomm’s embedded and industrial IoT, and cellular and networking infrastructure portfolios Qualcomm today announced a new brand, Dragonwing, for its industry-facing (non-consumer) solutions, including for …

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  • Intel sharpens AI data center focus with Xeon 6 launch

    by Sean Kinney, Principal Analyst February 26, 2025
    by Sean Kinney, Principal Analyst February 26, 2025

    For operators, Xeon 6 with performance cores supports vRAN acceleration and edge AI use cases As Intel goes through a leadership transition and rumors of a potential split between the …

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  • The energy demands of AI infrastructure

    by Sean Kinney, Principal Analyst February 20, 2025
    by Sean Kinney, Principal Analyst February 20, 2025

    AI infrastructure, especially purpose-built data centers, are creating a surge in power demand and foregrounding energy efficiency strategies The rapid growth of AI and the investments into the underlying AI …

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  • Qualcomm takes AI to the edge with on-prem appliance

    by Sean Kinney, Principal Analyst February 17, 2025
    by Sean Kinney, Principal Analyst February 17, 2025

    To complement the Qualcomm Cloud AI 100 Ultra accelerator, the company has developed a software suite for AI inference workloads From an enterprise perspective, AI is all about putting data …

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  • Intel head of data center and AI to be new Nokia CEO

    by Sean Kinney, Principal Analyst February 10, 2025
    by Sean Kinney, Principal Analyst February 10, 2025

    Nokia CEO Pekka Lundmark to step down March 31; Intel EVP Justin Hotard takes over April 1 Nokia announced today that CEO Pekka Lundmark will step down from the top …

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  • The convergence of test-time inference scaling and edge AI

    by Sean Kinney, Principal Analyst February 10, 2025
    by Sean Kinney, Principal Analyst February 10, 2025

    As AI shifts from centralized clouds to distributed edge environments, the challenge is no longer just model training—it’s scaling inference efficiently. Test-time inference scaling is emerging as a critical enabler …

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  • The AI infrastructure boom—fueling the next economic revolution?

    by Sean Kinney, Principal Analyst February 10, 2025
    by Sean Kinney, Principal Analyst February 10, 2025

    Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn’t a bubble In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the …

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  • Amazon planning $100 billion AI infrastructure spend in 2025

    by Sean Kinney, Principal Analyst February 7, 2025
    by Sean Kinney, Principal Analyst February 7, 2025

    Generative AI is a “really unusually large, maybe once-in-a-lifetime type of opportunity,” Amazon CEO Andy Jassy told investors With hyperscalers planning massive investments in AI infrastructure, Amazon is working to …

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  • Micron on tearing down the edge AI memory wall

    by Sean Kinney, Principal Analyst February 7, 2025
    by Sean Kinney, Principal Analyst February 7, 2025

    Industry discourse around test-time inference scaling converging with edge AI—where real people really experience AI—continues to ramp, and an important focus area is around memory and storage. To put it …

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  • Qualcomm has a record quarter; sees edge AI as a ‘tailwind’

    by Sean Kinney, Principal Analyst February 6, 2025
    by Sean Kinney, Principal Analyst February 6, 2025

    Qualcomm CEO discusses the “era of AI inference” and what it means for the company’s diversification strategy Qualcomm this week reported Q1 2025 financials marked by the company’s QCT business, …

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  • Google touts AI infrastructure as ‘powerful foundation’ for growth

    by Sean Kinney, Principal Analyst February 5, 2025
    by Sean Kinney, Principal Analyst February 5, 2025

    Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity As it continues to imbue core services with AI, Google parent Alphabet is planning to …

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  • Agentic AI, edge AI and the future of distributed intelligence

    by Sean Kinney, Principal Analyst February 5, 2025
    by Sean Kinney, Principal Analyst February 5, 2025

    Dell Technologies talks the device-edge-datacenter-cloud AI continuum, the rise of agentic AI and the outlook for federated learning For years, AI discourse has been dominated by massive cloud-based models, trained …

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  • AGI at Davos: A debate on risk, control and the AI infrastructure arms race

    by Sean Kinney, Principal Analyst February 4, 2025
    by Sean Kinney, Principal Analyst February 4, 2025

    At the World Economic Forum in Davos last month, a panel of leading AI researchers and industry figures tackled the question of artificial general intelligence (AGI): what it is, when …

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  • Zuckerberg: ‘Glasses are the ideal form factor for an AI device’

    by Sean Kinney, Principal Analyst February 3, 2025
    by Sean Kinney, Principal Analyst February 3, 2025

    The Meta CEO told investors that the Ray-Ban Meta AI glasses “are a real hit” First things first, AI infrastructure is a continuum that spans cloud, datacenter, edge and devices. …

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  • DoJ sues to block HPE acquisition of Juniper Networks

    by Sean Kinney, Principal Analyst January 31, 2025
    by Sean Kinney, Principal Analyst January 31, 2025

    HPE says the DoJ’s logic is “fundamentally flawed,” and plans to “vigorously defend the transaction in court”  In January 2024, HPE announced its intent to acquire AI-native networking specialist Juniper …

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  • Intel working toward a ‘rack-scale’ solution for AI infrastructure demand

    by Sean Kinney, Principal Analyst January 31, 2025
    by Sean Kinney, Principal Analyst January 31, 2025

    Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores  Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the …

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  • Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of …

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  • T-Mobile US touts 2024 successes, looks to the skies with Starlink

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    Starlink is supporting direct-to-device satellite connectivity for T-Mobile US T-Mobile US reported Q4 earnings this week marked by continued momentum in wireless, and strong growth in its broadband business which …

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  • AI infrastructure investment updates from Microsoft, Meta

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy …

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  • Trump threatens Taiwan with semiconductor tariffs

    by Sean Kinney, Principal Analyst January 29, 2025
    by Sean Kinney, Principal Analyst January 29, 2025

    “In the near future, we will be placing tariffs on foreign production of computer chips, semiconductors and pharmaceuticals to return production of these goods to the United States. They left …

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  • Verizon looks to leverage distributed infrastructure for AI inferencing

    by Sean Kinney, Principal Analyst January 28, 2025
    by Sean Kinney, Principal Analyst January 28, 2025

    The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030  It’s been a busy two weeks in …

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