BROWSING: Opinion

Research note: Intel on 18A process and progress

As Intel attracts billions in investment, onboarding external customers to 18A will inform the future of cutting-edge semiconductor fabrication in the United States During the recent Intel Technology Tour in Arizona, the company shared details of its forthcoming client and server SoCs, both of which...

Bookmarks: Qualcomm on edge AI — the story keeps getting more compelling

Editor’s note: I took a few weeks off from the column — and logged around 21,000 air miles mostly going to conferences but also seeing Lady Gaga with my wife — but we’re back! With that: I’m in the habit of bookmarking on LinkedIn, books,...

IoT and AI is a game-changer for supply-chain logistics (Reader Forum)

The combination of IoT and AI is transforming logistics from a traditional efficiency game into an inter-connected circular discipline that enables smarter forecasting, real-time visibility, sustainability, and regulatory compliance. Andy Maddock, regional managing director at pallet pooling company IPP, discusses this perfect marriage of...

Meet the latest Snapdragon mobile and compute SoCs

Editor's note: Qualcomm provided travel, lodging and other accomodations associated with Snapdragon Summit. At Snapdragon Summit, Qualcomm debuted Snapdragon 8 Elite Gen 5 for handsets and the Snapdragon X2 Elite and X2 Elite Extreme for PCs  MAUI--As is tradition, Qualcomm announced its latest compute and mobile...

There’s no excuse for IT/OT gaps (Reader Forum)

IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist The days of separate IT and OT environments are over. What were once air-gapped industrial networks are...

What remains of CommScope after the CCS sale? (Analyst Angle)

This divestiture represents not just a financial windfall but a strategic pivot for CommScope CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash sale of its Connectivity and Cable Solutions (CCS) segment to Amphenol Corporation. This divestiture represents...

How AI infrastructure is misunderstood – time to count the value, not just the cost

Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t add up, and often it’s the judgement of its real potential value. A quick think piece on the general framing of...

Tackling integration challenges and inefficiencies in the telco industry (Reader Forum)

The real challenge with legacy systems lies in their fragmented, non-integrated nature As telcos grow and strengthen, their biggest challenge is typically managing costs — whether due to a growing workforce, expanding infrastructure, or the burden of maintaining legacy systems and applications. Often this legacy architecture...

Bookmarks: AI containment — hope, hubris, and stories as old as time

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...

Bookmarks: AI RAN, Cloud RAN, and Open RAN — one network, three transformations

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...

Boldyn: The private 5G myths holding your business back (Reader Forum)

Private 5G is not just for automation or remote areas – it boosts reliability, security, and control, and offers strong and quick ROI. So don’t listen to all the naysayers, explains Boldyn Networks. There’s a common misconception that mobile private networks (MPNs) are reserved only...

Bookmarks: Superintelligence — AI alignment, Bayesian reasoning, Harry Potter fanfic, and a murder cult

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...

John Deere: Why private 5G is essential to smart factories (Reader Forum)

According to Gartner, smart factories are one of the top 10 strategic technology trends for the manufacturing industry. To fully embrace this trend, manufacturing leaders must consider their connectivity infrastructure. Connectivity is the backbone of smart factories, as it allows facilities to integrate sensors...

Not a backup plan: Why satellite D2C is central to mobile’s future (Reader Forum)

Even the best mobile networks have coverage gaps that need to be dealt with Satellite Direct-to-Cellular (D2C) technology is no longer a novelty or emergency fallback —it’s becoming a foundational part of the mobile connectivity landscape. What started as a stopgap for hikers and disaster zones is now...

The SGP.32 effect – an eSIM that finally works for IoT (Reader Forum)

The new SGP.32 standard finally delivers what eSIM technology promised all along, which previous standards failed to support: truly flexible and future-proofed IoT connectivity management.  The global IoT industry is on the verge of a pivotal moment that could dramatically change how IoT connectivity is...

Timing is everything: Why synchronization and resilience are critical for 5G’s next leap (Reader Forum)

For all the attention paid to bandwidth, latency and coverage, it is synchronization that quietly underpins much of what will define 5G The early promise of 5G is giving way to more mature, real-world deployments, and with that comes a deeper understanding of what it...

Boring standards vs flashy demos – the good fight against data landfill (Reader Forum)

If data is the new oil, then bad data is the new oil spill. Two years ago, everyone was laughing that AI couldn’t draw a hand without sprouting six fingers. Today, that same technology is designing antibiotics we’ve been chasing for 60 years and diagnosing...

Former FCC Chair Ajit Pai warning America has lost 5G lead to China

Can the U.S. win back the 5G edge — and protect its AI lead? Recently, Ajit Pai wrote in a Wall Street Journal op-ed that the United States of America has lost its 5G leadership position to China. Pai is a former FCC chairman and...

Slicing is not a replacement for spectrum sharing (Analyst Angle)

Some say 5G slicing is a viable alternative to spectrum sharing or private networks — but it suffers from severe constraints Some wireless industry commentators have suggested that “5G network slicing” is a viable alternative to either spectrum-sharing or the deployment of private (dedicated)...

Thinking about ‘the illusion of thinking’ – why Apple has a point (Reader Forum)

In the past few days, Apple’s provocatively titled paper, The Illusion of Thinking, has sparked fresh debate in AI circles. The claim is stark: today’s language models don’t really “reason”. Instead, they simulate the appearance of reasoning until complexity reveals the cracks in their...

Reducing losses with advanced asset tracking intelligence (Reader Forum)

Over the last few years, asset tracking has emerged as a critical business function, and is estimated to grow to a $34.5 billion market by 2032, according to Custom Market Insights. Whether businesses are monitoring a global supply chain or keeping tabs on expensive...

The internet of forgotten things
 – where IoT failure hits hardest (Reader Forum)

The world is piling up connected IoT things faster than it can keep track of them. From Nairobi to Naples, fridges, meters, and soil sensors are humming data into the cloud. Then, one day, they stop. Not with a bang, but with a firmware...

Bookmarks: AI — ‘superintelligence’ or the ‘illusion of thinking’? 

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...

Bookmarks: From infrastructure to products — the new AI battleground

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...