Telco-webscale collaboration gains momentum in January 2021 One key research theme for MTN Consulting in 2021 is the impact of the cloud on how telcos run their networks. Among other things, this involves a growing level of collaboration between t...read more
Webscale sector’s capex push to bring many more data centers online in 2021-23 Capex surge from webscale operators will continue Technology spending by the webscale sector is on a tear. While COVID-19 depressed the telco sector in 2020, stron...read more
On Jan. 6, 2020, something extraordinarily dangerous occurred. During Congress’ certification of the Electoral College votes from the 2020 election, armed protesters stormed the Capitol Building, overwhelming police officers and forcing lawmakers t...read more
Cellnex steps into fiber and data center infrastructure through new joint venture with DT Europe’s largest cell tower specialist, Cellnex, is creating a joint venture with DT in the Netherlands for the two parties’ tower assets. DT’s contrib...read more
Autonomous vehicles and robots picking up steam and will impact network infrastructure For the last three years I’ve attended the annual Consumer Electronics Show (CES) in person in Las Vegas, Nevada. That wasn’t possible for last week’s sho...read more
Telco-Webscale Collaboration In our recently published capex forecast, we discussed how essential collaboration will be for the future of telecommunications network operators (telcos). In particular, collaboration with the webscale sector. Many...read more
After Joseph R. Biden Jr. takes the oath of office on Jan. 20, 2021, the newly inaugurated president of the United States will need to contend with an America in turmoil. Naturally, the scourge of COVID-19, and its devastating impact on the nation...read more
After a prolonged hiatus, M&A activity in the semiconductor landscape ramped up significantly this year, nearing the record levels of 2015. The consolidation surge was particularly notable during the second half of 2020. These deals targeted many...read more
US crackdown on Chinese mobile apps to hit TikTok and WeChat; next step could affect their use of US technology This week the Trump White House issued separate Executive Orders banning US companies and people from transacting with either ByteDance...read more
In the beginning, the people of Earth told their truths, voiced their opinions, and advertised their wares and services in print media such as newspapers and magazines. And the people of Earth looked upon their works, and called it good. In tim...read more