Author: Ron Westfall

On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
T-Mobile’s Strong Q4 Highlights Market Leadership, 5G Expansion, and M&A-Driven Growth
Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025.
The Futurum Group’s latest research report, Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation, completed in partnership with Lenovo and Intel, explores why smart manufacturing solutions offer significant advantages in today's competitive landscape.
AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Ron Westfall and Tom Hollingsworth discuss the 2025 kickoff 5G ecosystem developments, including Cisco and Boost Mobile's strategic developments and Nokia's security collaboration with NIST.
The Futurum Group’s latest research report, IBM Power: Driving Innovation for Core Workloads with AI and Hybrid Cloud, completed in partnership with IBM, examines why IBM’s commitment to ongoing investment in its Power servers, plays an integral role in delivering AI-ready infrastructure with enhanced performance and reliability.
Ron Westfall and Tom Hollingsworth discuss the promising prospects of 5G in 2025, including Open RAN evolution and the strategic leverage of DOOH advertising.
Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads
Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.
Marvell Spotlights How Incorporation of Its CPO Technology Capabilities Can Accelerate XPU Architecture Innovation
Futurum’s Ron Westfall explores how Marvell’s CPO portfolio can play an integral role in further demystifying applying customization in the XPU architecture design process, incentivizing hyperscalers to develop custom XPUs that increase the density and performance of their AI servers.
Ron Westfall and Tom Hollingsworth delve into why Alianza, Ericsson, and Nokia are making pivotal moves to enhance their 5G strategy, highlighting the broader implications for the ecosystem and future technological advancements.
Juniper Networks Provides the Technical and Manageability Portfolio Innovations for Meeting the Topmost Demands of WAN Sustainability
Ron Westfall, Research Director, Futurum examines why Juniper offers the best-in-class solutions essential to success for enlisting the WAN in fulfilling organization-wide sustainability objectives.
The Furturm Group’s Ron Westfall assesses why cloud service providers are investing substantially in AI processors and accelerator technology and powering AI use cases in The Cloud’s Leading Role in AI Processor Investments and Use Cases.

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