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Author: Ron Westfall

5G Factor: Key MWC24 Takeaways – Semis and Devices
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Key MWC24 Takeaways – Semis and Devices

An Assessment of The Key MWC24 Takeaways in Semis and Devices Highlighted by Micron Memory, Lenovo/Motorola Edge AI, Mediatek, and Qualcomm AI/5G Innovations
The Futurum Group’s Ron Westfall and Olivier Blanchard review their key takeaways from Mobile World Congress 2024 across the semiconductor and device realms including Micron’s memory and storage advances with Samsung Galaxy 24 series onboard, Lenovo’s Integrated Edge AI Solutions for Telcos with Telefonica and Orange AI use cases, Lenovo’s new devices exemplified by the Thinkbook transparent display, new Mediatek Dimensity 9300 GenAI capabilities, and Qualcomm’s portfolio-wide AI, 5G, and Wi-FI innovations.
Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage
Ron Westfall & Daniel Newman

Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage

Marvell Q4 and Fiscal Year 2024 Results Show AI’s Integral Role in Lifting Data Center Revenue Providing Strength as Non-DC Revenue Recover in H2 Fiscal Year
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q4 and FY 2024 results are solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond.
Oracle Autonomous Database Goes Global Distribution
Ron Westfall

Oracle Autonomous Database Goes Global Distribution

Oracle Globally Distributed Autonomous Database Is GA, Delivering the Ability to Transparently Distribute Data for Scale, Survivability, and Sovereignty Worldwide
The Futurum Group’s Ron Westfall examines why Oracle is bringing its truly serverless and pay-per-use Autonomous Database innovations to the world of distributed databases and changing the dynamics of the competitive landscape.
MWC24: Azure for Operators Unleashes Azure Operator Nexus
Ron Westfall

MWC24: Azure for Operators Unleashes Azure Operator Nexus

Azure for Operators Unveils the General Availability of Azure Operator Nexus Aimed Primarily at Running Mobile Workloads on Azure to Deliver Breakthrough CX
The Futurum Group’s Ron Westfall examines why the general availability of Azure Operator Nexus exemplifies Azure for Operator’s strategic commitment to empowering telecom operators with security, performance, and efficiency innovation.
MWC24 HPE Readies Telcos for AI, 6G, and More
Ron Westfall & Steven Dickens

MWC24: HPE Readies Telcos for AI, 6G, and More

HPE Provides an Update on Its Vision to Ensure Telcos Are Ready for 6G, AI, and Beyond with Focus on Network Modernization, Convergence, and AI Innovation
The Futurum Group’s Ron Westfall and Steven Dickens assess how HPE is demonstrating the 5G/6G and AI portfolio development and marketing focus key to empowering telecom operators to navigate the intricacies of this digital era and thrive within it.
MWC24 Cisco and Intel Debut Innovation Centers for Private 5G
Ron Westfall

MWC24: Cisco and Intel Debut Innovation Centers for Private 5G

Cisco and Intel Bolster Their Ability to Accelerate Private 5G Worldwide by Giving Partners and Customers Access to Three New Innovation Centers
The Futurum Group’s Ron Westfall examines why the expansion of Cisco’s collaboration with Intel can accelerate global private 5G implementations as partners and customers can access three new innovation centers.
MWC24: Qualcomm Turbocharges 5G FWA with AI-Infused Ultra Gen 3
Ron Westfall

MWC24: Qualcomm Turbocharges 5G FWA with AI-Infused Ultra Gen 3

Qualcomm Unveils 5G Fixed Wireless Access Ultra Gen 3 Platform Further Fueling 5G FWA Deployments with AI Enhancements and Decreased Environmental Footprint
The Futurum Group’s Ron Westfall examines why the new Qualcomm 5G FWA Ultra Gen 3 platform can enable operators to develop and deliver customer-installable indoor and outdoor mmWave FWA products.
Cisco and NVIDIA Ease Enterprise Adoption of AI Infrastructure
Ron Westfall

Cisco and NVIDIA Ease Enterprise Adoption of AI Infrastructure

Cisco and NVIDIA Strengthen Alliance to Accelerate Enterprise Adoption and Management of AI Infrastructure and Hosting on Secure Ethernet Foundation
The Futurum Group’s Ron Westfall examines how the strengthened Cisco NVIDIA alliance can play an integral role in accelerating enterprise transition and re-architecting to AI networking vital to deploying and securing Ethernet-driven AI solutions.
MWC24 Dell and Nokia Have Their Mind Set on Private 5G
Ron Westfall

MWC24: Dell and Nokia Have Their Mind Set on Private 5G

Dell and Nokia Strengthen Alliance to Advance Private 5G and Network Cloud Transformation to Spur Private 5G Use Cases and Open Network Architecture Adoption
The Futurum Group’s Ron Westfall assesses why the extension of the Dell-Nokia alliance better positions both companies to meet the evolving private 5G network needs of organizations in the design, deployment, and operation of private networks.
5G Factor: MWC24 Preview – P5G and API Alliances Flourishing
Ron Westfall

5G Factor: MWC24 Preview – P5G and API Alliances Flourishing

An Assessment of Key 5G-IoT Alliance Developments Including Dell Nokia P5G Use Case Focus, Intel Enlisting P5G Partners, and Vonage AWS Network API Push
The Futurum Group’s Ron Westfall examines key new 5G alliances that he sees as having the most impact pre-MWC24 including Dell and Nokia teaming up to advance private 5G network use cases, Intel enlisting an array of major partners to accelerate private 5G network adoption, and Ericsson’s Vonage and AWS working together to use network APIs to onboard millions of AWS developers through AWS Marketplace.
Oracle Autonomous Database Select AI Fuels AI-Infused Innovation
Ron Westfall

Oracle Autonomous Database Select AI Fuels AI-Infused Innovation

Oracle Autonomous Database Accelerates the Development of AI-enabled Applications Through Select AI Capabilities That Can Be Used in Any Database Apps
The Futurum Group’s Ron Westfall examines why Oracle is breaking AI ground with a generally available Select AI capability for organizations to have a contextual dialogue with their private, proprietary data.
GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly
Ron Westfall & Daniel Newman

GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly

GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.
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