A Telecom Analyst’s Take On CES 2018

Posted by Matt Walker  on January 19, 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 learn a bit (and check out som... READ MORE

Tag(s): Webscale/Hyperscale, Internet of things (IoT), Artificial intelligence (AI), Mobile broadband, R&D


Alibaba Takes On Amazon, Google, And Microsoft Head-On In India’s Cloud Market

Posted by Matt Walker  on May 31, 2018

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 behemoth, w... READ MORE

Tag(s): Webscale/Hyperscale, Artificial intelligence (AI), Regulations & policy, India


Facebook’s Plan To Design Its Own AI Chips Has Set Alarm Bells Ringing For Qualcomm, Nvidia And Intel

Posted by Matt Walker  on May 30, 2018

[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 looking for candida... READ MORE

Tag(s): Capex, Data centers, Webscale/Hyperscale, Artificial intelligence (AI), R&D, Chips


Operators feel the pinch of rising labor costs

Posted by Subramanian Venkatraman  on December 7, 2018

Operators feel the pinch of rising labor costs  Global telecom operators are facing a cost crunch. Based on MTN Consulting’s analysis, annualized operating profit margins have fallen for five straight quarters, from 13.7% in 2Q17 to 12.7% in 3Q18. This profit dip co... READ MORE

Tag(s): Artificial intelligence (AI), Telcos, Labor costs