Jio sends shock waves across the telecom industry with new FTTH broadband service and JioPhone exchange offer
The recently concluded Annual General Meeting (AGM)1 of Reliance Industries is sure to leave Reliance Jio’s competitors in jitters, as Jio unveiled plans to roll out optical fiber to the home (FTTH) across 1,100 cities in India. Its commercial la...read more
Rocky path ahead for China Tower as it looks to go public
Mobile tower infrastructure provider China Tower has won approval in Hong Kong for an IPO in what bodes to be the largest IPO in Hong Kong since 2010. Speculation is rife that the IPO could raise up to $10 billion for China Tower. That’s over twi...read more
Alibaba Takes On Amazon, Google, And Microsoft Head-On In India’s Cloud Market
It’s a battle between the emerging giant of the east and the pioneers of the west in the highly competitive Indian cloud computing market, as Alibaba prepares to take on the “big three”: Amazon, Microsoft, and Google. The Chinese ecommerce b...read more
Facebook’s Plan To Design Its Own AI Chips Has Set Alarm Bells Ringing For Qualcomm, Nvidia And Intel
[Ed. note: see Sept. 2018 publication, Webscale Network Operators: 3Q18 Market Landscape] Rumors about Facebook’s likely entry in the hardware segment were put to rest after the company posted job openings for chip designers. Facebook was looki...read more
Alibaba’s revenue growth from cloud rises steeply, as it looks to outdo Amazon and Microsoft
Top US-based tech providers Amazon, Alphabet/Google and Microsoft dominate the cloud space but they are set to face stiff competition from China’s leading cloud provider Alibaba. MTN Consulting tracks these and similar operators of webscale (aka...read more
Commentary: US Senate Intel hearing & implications for Chinese vendors
What happened The US Senate Intelligence Committee held an open hearing on “Worldwide Threats” yesterday. Among many topics covered was the national security implications of US telcos deploying equipment from Chinese vendors. Huawei and ZTE, in ...read more
Commentary: ZTE’s fixed broadband win at Rostelecom
What happened Rostelecom recently awarded ZTE 70% of a large access network modernization project. ZTE will provide its C350M/C300M MSAN product for the first stage, using VDSL, and move to G.vectoring and G.fast in the second stage. Rostelecom is...read more
A Telecom Analyst’s Take On CES 2018
For most of my career, I’ve been focused on the telecom industry and its components. I’ve been to dozens of telecom-focused conferences & exhibitions, in Asia and the Americas. I had never been to a consumer-focused show, though. In order to ...read more