hyperscalers

Cisco Silicon One being used by hyperscalers to build AI/ML compute clusters In what CEO Chuck Robbins called a “milestone year,” Cisco this week reported fourth quarter earnings of $15.2 billion, up 16% year-on-year. Software revenue was up 17% year-over-year …

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 …

It is easy to be benevolent when you’re top-dog. Which is true in life, of course – and is not to say that goodness should be graded by the relative comfort of the do-gooder. But what goodness is there in …

Edge federation refers to the interconnection and coordination of multiple edge computing resources and services from different providers, in order to deliver a more comprehensive and distributed computing infrastructure. In a recent interview at the Telco Cloud & Edge Forum, …

Editor’s note: Check out the first part of this story, “How can operators monetize MEC?—‘Selling shovels instead of digging for gold’” If you take a high-level look at how mobile edge computing (MEC) is shaping up in the market, and …

The CEO of Orange said that European operators considered that the huge investments in network infrastructure was being hard to monetize MWC, BARCELONA: European telcos face intense pressure on two fronts, said Christel Heydemann, chief executive of French group Orange …

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, …

Some mobile edge computing market adoption trends are clear, but questions remain In a session at the recent Mobile Edge Forum virtual event—available on-demand here—Tantra Analyst Founder and Principal Prakash Sangam shared his perspective on how stakeholders should consider mobile …

A panel session at Private Networks European Forum last month put the spotlight on the discipline of network and system management, specifically, where traditional mobile operators are increasingly facing-off with rival factions in the developing Industry 4.0 supplier market. These …

A panel session at Private Networks European Forum earlier this month put the spotlight on the discipline of private 5G and edge system management, specifically, where traditional mobile operators are increasingly facing-off with rival factions in the developing Industry 4.0 …

South Africa will be Google’s first region; the company also announced two new Nordic regions, Austria and Greece Google Cloud is expanding services throughout Europe with new regions planned for Austria, Greece, Norway and Sweden. What’s more, it’s bringing its …

This is a rehash (and extension, in the end) of a previous post, to an extent; but it distils the message from before, and says there are sure signs, at last, that the private cellular market, covering localised installations of …

What to say about the state of the private 5G market – about the state of ‘things’, if you like, at the top-end of the IoT game? I was asked to speak for five minutes to introduce the latest Private …

Google CEO Sundar Pichai announced a $9.5 billion capital expansion that will see new offices and expanded data centers across the U.S.

Arrcus ACE 2.0, its cloud-to-edge platform, adds VMware Telco Cloud Platform support to help CSPs dynamically direct network traffic.

Alibaba’s cloud business revenue rose 20% year over year for its first fiscal quarter, but dropped 66% sequentially.

In this episode of Will 5G Change the World?, Nokia’s Olivier Guéret talks through strategies for operators to monetize their 5G investments. In addition to shifting from selling connectivity to selling business outcomes, Guéret highlights the need for a strong …

Eighteen months ago, in the middle of the first COVID-19 wave, we launched a study to learn more about how businesses were using IoT. We sought to discover if IoT was helping them cope with the unprecedented challenges caused by …

5G technology adoption and the cool, robust applications it enables such as IoT, Industry 4.0, autonomous driving, telehealth, robotics and more continue to drive Open Radio Access Networks (RAN) along with the promise of seamless network deployments and upgrades at …

Note, this is an excerpt from a new editorial report, The Role of Hyperscalers in 5G and Edge – and how they are Collaborating and Competing with Mobile Operators at the Industrial Edge. The report is free to download, and …

Hyperscalers have been strengthening their telco ambitions in 2021, culminating with Amazon Web Services (AWS) launching its own private 5G solution this month (December). The AWS model for private 5G is consumption-based with pricing determined by coverage area and bandwidth. …

Note, this article is taken from a new Enterprise IoT Insights report, called The Role of Hyperscalers in 5G and Edge. To read the full article – including about Google Cloud’s go-to-market strategy with operators, the breakdown of use cases …

Ciena sees a year of “outsized revenue growth” ahead Telecom networking company Ciena says that it is taking market share in network infrastructure from embattled Chinese vendor Huawei, primarily in Europe and India, where Ciena saw 13% year-over-year growth. Ciena …

The kaleidoscope has been shaken, and the pieces are in flux; it is a quote from when British politics was supposed to change forever. But it captures very well an even more seismic upheaval, which promises indelible change for global …

So AWS responded about some of the finer details in its new private 5G offer, announced yesterday. What have we learned? Not much, at least in terms of the identity of the networking partners it is using for the project. …