Insight Type: Research Note

This week at Microsoft Build, the company spotlighted a number of important and aesthetically pleasing upgrades to the Teams platform.
Microsoft has expanded its footprint in RPA with the acquisition of Softomotive, making the company a more critical player in Robotic Process Automation.
Microsoft Azure is making the solid bet that the dual acquisitions of Metaswitch and Affirmed Networks will strengthen the Azure portfolio in providing virtualized network software and voice/data/unified communications solutions aimed at operator 5G edge hybrid cloud demands, but must show its ongoing portfolio expansion will not scare off many potential CSP customers and supplier partners.
This past week, Intel delivered an update to include a vision of corporate responsibility for the next 10 years and how it planned to look in the year 2030.
ADTRAN’s recent string of major operator wins in Germany and France fortifies its ability to drive more operator consideration of its SD-Access portfolio, particularly in fulfilling the distinct fixed access needs of operators in Europe. ADTRAN is now better positioned to compete against Huawei, ZTE, and Nokia in the tightly contested European fixed access market.
NVIDIA's annual digital event, GTC, made a big splash as CEO Jensen Huang announced several key advancements in AI that will shape its future.
While Covid-19 is starting to become a more significant factor in business as the pandemic continues to impact business, Cisco was able to deliver on its Q3
: Microsoft, Zoom, Cisco, and Google are all seeing increased usage as video conferencing and collaboration has become the way business and work get done. As the video conferencing ecosystem grows and transforms over the course of the next year, and hot new entrants like Pexip begin to come to IT decision-makers with more flexibility than they are accustomed to, we could be looking at a far more even competitive field this time next year.
Siemens continues efforts for IoT with enhancement and combined efforts of its MindSphere IoT system and Mendix low-code software application. Digital twin, advanced analytics, edge-to-cloud and a growing partner ecosystem also add to its IoT offerings.
Last week Microsoft hosted its annual biz apps summit where it shared the important role applications are playing in rapid digital transformation.
Nvidia has become a power broker for the next wave of datacenter technology by completing the $6.9 billion acquisition of Mellanox, a lesser-known but critically important provider of high-performance networking solutions.
Aexonis, through its CemTore IoT mediation and management portfolio, wields the sales and marketing opportunity to enable any size or type of enterprise and organization to cost effectively streamline and unify management of their own IoT network, especially after the COVID-19 pandemic crisis recedes.

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