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
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
"The COVID-19 impact is, of course, hard to assess..." With this comment, Ericsson's CEO has captured the general sentiment of the market. Many tech companies to report earnings over the last 1-2 weeks have withdrawn financial guidance. That inclu...read more
As the four-way tussle unfolds among the top tech giants – Apple, Amazon, Google, and Microsoft – for the “world’s most valuable company” tag, Apple could be covertly prepping its entry into the fast-growing cloud computing space. Ironic...read more
After taking the Indian telecom scene by storm to reach the pinnacle (by subscriber base) in just three years of commercialization, Reliance Jio Infocomm (Jio) is all set to spread its wings into the booming Indian cloud market. In a 10-year deal wit...read more
Introduction In the last few years the demands from webscale network operators (WNOs, Figure 1) on transmission network architectures have changed considerably. From pure raw capacity requirements and lower costs, webscale players now prioritize h...read more
Whether you've joined the #deletefacebook camp or not, it's hard to deny that Facebook has dug a deep hole for itself this time. Yesterday's NYT report was a harsh assessment of the company's trustworthiness. It's worse when combined with the late...read more
[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
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
MTN Consulting has just published a “Market Review” of the carrier-neutral network operator (CNNO) sector. The report assesses the key role that these tower, data center, and bandwidth specialists are playing in the downsizing of the telecom sect...read more