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Category: 5G

Daniel Newman

MLPerf Update: NVIDIA Pushes The Boundaries of the GPU

NVIDIA maintains its market leadership for MLPerf based upon its most recent benchmarks on its newest A100 Tensor Core GPU.
Ron Westfall

Amdocs Buys Openet to Boost Cloud Credentials but Still Needs Broader Cloud Proposition

Amdocs’s acquisition of Openet augments its cloud-native credentials, especially in the 5G policy, charging, and data management domains. The deal also helps diversify Amdocs’ revenue streams, particularly in light of T-Mobile’s consolidation of the Sprint assets. Now Amdocs needs to acquire more robust cloud assets in order to fulfill the strategic business objectives of the CSPs as they build-out their hybrid cloud and multi-cloud implementations in the 5G world.
Daniel Newman

Qualcomm Delivers a Big Q3 Powered by 5G and Licensing Agreements

Qualcomm continues a trend of better than expected earnings as the growing 5G space and demand for connectivity drove revenue and bottom line results.
Ron Westfall

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.
Ron Westfall

ATX’s GigaXtend Readies Cable Operators for the 50Gbps 2050 Party

ATX’s GigaXtend portfolio affords cable operators the opportunity to revitalize their outside plants with technology purpose-built to enable and accelerate emerging spectrum increases of 1.8GHz and beyond. By targeting the most pressing cable operator demands and landing the Cisco agreement, ATX can plausibly tout its new family of amplifiers is built on a trusted technology pedigree with the reputation for performance and reliability needed to fulfill the demands of DOCSIS 4.0 and ultimately the 2050 vision of fiber-based 500 Gbps services.
Olivier Blanchard
Olivier Blanchard

ICYMI: Qualcomm’s New Snapdragon Wear 4100+ Brings Significant Performance Improvements to Android Smartwatches

Performance improvements aside, I can’t help but sense that the android smartwatch ecosystem is being somewhat hamstrung by a lack of interest, perhaps from Google, to really focus on beating Apple at its own game.
Daniel Newman

Exploring Marvell’s Digital Transformation Strategy and Focus for the Future – The Six Five Insiders Edition

On this episode of The Six Five – Insiders Edition podcast hosts Patrick Moorhead and Daniel Newman talk to Chris Koopmans, the CMO of Marvell, about the company’s rebranding efforts, their transformation initiatives and the product lines and services that Marvell is focusing on for the future.
Ron Westfall

Analog Devices Acquires Maxim in an Underwhelming $21 Billion Bet

ADI is heading into headwinds in attaining full value from the network infrastructure silicon portion of the Maxim portfolio and is dealing with significant supply chain assimilation challenges, thereby dampening the upside of the overall deal. ADI needs to prioritize touting new wins in the network infrastructure segment (i.e., data center, 5G communications) post-merger to allay addressable market concerns and likewise rapidly implement its supply chain optimization strategy.
ICYMI: 3GPP’s 5G NR Release 16’s 9 Most Critical Improvements to 5G
Olivier Blanchard
Olivier Blanchard

ICYMI: 3GPP’s 5G NR Release 16’s 9 Most Critical Improvements to 5G

What we see with Release 16, in addition to improvements to previous fundamental standards, is a shift towards the next market for 5G technologies: industrial networks and applications. That is why, MIMO and IAB improvements aside, private networks, unlicensed spectrum, multi-TRP architecture, high-precision device positioning, efficient new power-saving protocols, and even multicasting between vehicles, constitute the lion’s share of projects in this release.
Ron Westfall

AT&T Uses Cisco Secure SD-WAN Technology to Fulfill Growing Digital Workforce Demands but Now Must Get SASE

The AT&T and Cisco partnership affirms that service providers are improving their SD-WAN offerings, particularly addressing the security concerns among enterprise adopters. Now AT&T and Cisco must show their integrated approach will accelerate broader adoption of SD-WAN services in the emerging SASE and 5G era.
Mobile Industry Snapshot: The True Value of Technology Licensing
Olivier Blanchard
Olivier Blanchard

Mobile Industry Snapshot: The True Value of Technology Licensing

The aggregated licensing revenue for the mobile industry in 2018 amounted to roughly $10 billion. That comes to less than 1% of the $1.2+ trillion in annual revenue from handsets, infrastructure, and operator revenue combined. Additionally, it constitutes a mere fraction of 1% when you also include the overall benefit and productivity gains from mobile technologies, which amounted to over $4 trillion in value that year.
Daniel Newman

The NVIDIA A100 Is Now Available on Google Cloud

Available in alpha on Google Compute Engine just over a month after its introduction, A100 has come to the cloud faster than any NVIDIA GPU in history.
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