Category: Hybrid Cloud, Infrastructure, and Operations

A new report from Strategy Analytics indicates that Samsung and Vivo were the fastest growing 5G smartphone vendors in Q1 2021, but Apple still leads the charge in net units with over 40 million 5G phones shipped to Samsung’s 17 million units. Futurum’s Olivier Blanchard breaks down four key 5G smartphone market trends confirmed by this report and shares his insights on what these Q1 numbers suggest for the market segment FY2021.
Amazon has been diversifying its businesses and executing at the highest levels, and that could help with their stock growth.
HPE announces new vertically optimized GreenLake cloud services at HPE Discover. Futurum analyst Steven Dickens breaks down the three highlighted areas from the HPE announcement, along with thoughts on the growing importance of hybrid solutions in highly regulated verticals such as healthcare and banking, as well as the emergence and co-located solutions as prevalent approaches in the industry.
On Day 0 of HPE Discover, HPE announced the acquisition of Determined AI to augment and accelerate its AI training capabilities.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including Honeywell and Quantum team up, Cisco Webex rebrands, earnings report from Marvell and other topics you won't want to miss.
Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
Intel introduces its vision for the IPU (Infrastructure Processing Unit) focusing on improving data center manageability and efficiency, purpose-developed in close collaboration with hyperscale cloud partners. Futurum’s Ron Westfall examines and analyzes why Intel’s IPU proposition is clearly differentiated and why Intel is now better positioned to expand its influence and presence across burgeoning intelligent data center architectures.
Guavus launched its Guavus-IQ NWDAF solution to provide open NWDAF across operator 5G Core environments to power the service orchestration and closed-loop network automation key to elastically scaling and monetizing new 5G services. Futurum’s Ron Westfall examines why the standard-based 3GPP Network Data Analytics Function (NWDAF) is integral to producing the real-time operational intelligence key to handling the complexities of open, multi-vendor 5G networks and delivering the statistical and predictive analytics processing designated for emerging 5G use cases.
Marvell launches new Atlas and 5nm Alaska chipsets developed to deliver unparalleled data center connectivity capabilities, including PAM4 innovations, key to dramatically improving data workload performance, scalability, and power efficiencies, particularly inside cloud data centers. Futurum’s Ron Westfall assesses why Marvell’s Atlas and Alaska offerings are clearly differentiated and why that are ready to deliver cloud data center connectivity breakthroughs.
With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking.
Cisco natively integrates its ThousandEyes Internet and Cloud Intelligence capabilities throughout its SD-WAN portfolio, including the Catalyst 8300/8200 Series Edge Platforms and ISR 4000 Series, improving visibility and experience monitoring capabilities for customers. Futurum’s Ron Westfall explores and analyzes how Cisco’s assimilation of ThousandEyes technology expands Cisco’s influence in driving SD-WAN expansion across cloud, edge, and SaaS environments and why SD-WAN rivals need to counter Cisco’s move.

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