Insight Type: Research Note

The U.S. House’s Open RAN 5G bill, assuming robust R&D funding remains integral, will further assist ecosystem-wide coordination in key areas like R&D and supply chain integrity. In sum, the mobile industry is steadily shifting to an open RAN model, despite near-term challenges in the process, many of which are expected based on the industry’s experience with previous high-impact technology shifts. The U.S. Congress is sending a clear signal that Open RAN is critical to meeting U.S. government 5G national security and supply chain goals. This provides more funding opportunity for the Open RAN community to prove that Open RAN is ready to meet ecosystem-wide prime time 5G demands.
Hyundai Motor Group recently announced that NVIDIA’s DRIVE Platform will power Hyundai’s newly launched connected car operating system (ccOS) across its entire fleet. That is great news for the industry as a whole with an eye on safety, convenience, and vehicles that become smarter over time, and a huge win for consumers.
As the EU mounts a probe against Amazon, there's a need to look into the merit of the regulator's intent and its potential impact in the U.S.
Microsoft adds Teams App integration for video meetings making it easier to access third-party apps without interruption. Microsoft joins Zoom in an effort to make video collaboration and communications easier.
NVIDIA saw a record breaking quarter in its biggest categories including datacenter and gaming while the company saw revenue jump 57%.
IBM has deepened its play in observability and AI automation through the acquisition of Chicago based Instana.
Dell, Switch and FedEx collaborate to build technology hubs that support multicloud and hybrid environments for edge processing. These hubs will operate on Switch’s edge modular data centers that are deployed on FedEx real estate, with Dell providing server hardware and managed services. FedEx will also be the first consumer of these services.
Guavus strengthen its overall Guavus-IQ portfolio with the Guavus-IQ on AWS launch. Guavus quickly counters the AWS and hyperscale partnerships that its key rivals have recently implemented and gains near-term differentiation with its specific portfolio emphasis on explainable AI (XAI) capabilities countering the broader AI marketing and portfolio claims of competitors. Guavus-IQ on AWS fulfills burgeoning CSP demands to lower their CapEx and OpEx, by enabling faster resolution of service and network issues through cloud-based anomaly detection, fault correlation, and root cause analysis, as they look to turnaround their shrinking profit-per-bit business models.
Cisco saw its stock pop after hours when it beat analyst expectations and shared guidance that revenue is returning toward YoY Growth.
Apple, this week, announced its new line of Macbooks based on its in-house M1 silicon, here we look at the pros and cons for Apple.
A New HPE GreenLake VDI cloud services provide solutions optimized for each type of remote worker and leverages technology partnerships with Citrix, Nutanix, NVIDIA, and VMware.
AWS gets the greenlight for another data center campus in Northern Virginia to accommodate the booming cloud business.

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