The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an improved customer experience due to the simplification of multiple programs and infrastructures into a more unified, customer-centric partner program platform that is designed to entice broader innovation and cooperation.
Qualcomm gains valuable Snapdragon Ride Platform sales and marketing momentum from its GWM win. Qualcomm is demonstrating that even during the uncertainties of the global COVID-19 pandemic and geopolitical trade tensions that collaboration with China-based concerns can yield substantial business and technical progress in the fast-emerging autonomous vehicles space.
Qualcomm is showing it can meet the challenges of advancing ADAS capabilities, especially in safely attaining L4/L5 autonomous driving capabilities, working with key partners such as GWM. Now Qualcomm must execute in areas such as demonstrating ADAS-related sensor technology is ready for prime time driving in all conditions and that AI-enable innovations are replicable across the industry to sustain the Snapdragon Ride Platform’s long-term competitive success.
Marvell is becoming more prominent in protecting rapid cloud data center growth through its LiquidSecurity portfolio. With enterprises rapidly accelerating their adoption of public cloud resources, relying on HSM-enabled cloud security helps attain peace of mind in fulfilling their highest priority cloud security requirements. Futurum’s Ron Westfall breaks down here why he believes Marvell is strongly positioned to further expand its influence across the hyperscaler cloud ecosystem and drive more enterprise adoption of hybrid and multi-cloud services and applications.
Overall, Juniper made a smart choice in pulling the trigger on acquiring Apastra. Data center environments will require Apstra AOS-enabled IBN intelligence to handle the fast-emerging demands, such as compute-intensive AI/ML workloads, HPC clusters, and 5G-IoT builds, on their resources (e.g., DCIs, 400G upgrades). In the near future, however, the main portfolio development and marketing question for Juniper is “How soon is now” in orchestrating all of its recent acquisition pieces into a more cohesive, fully integrated data center networking proposition that challenges Cisco more broadly and directly.
The Ericsson Mobility Report is essential to understanding the current state of the worldwide 5G market, particularly since it pinpoints the most important developments in 5G backed with insightful and concise data. The report affirms that 5G is forging ahead across the planet despite the uncertainties of the C-19 pandemic and geopolitical tensions affecting supply chains. The report plays a critical role in giving Ericsson a prominent role in the overall 5G market, by helping to capture mind share for its brand as well as informing the key decision making across the entirety of the 5G ecosystem needed to power 5G deployments. The key takeaways, including the validation of the FWA business case, Critical IoT’s rising prominence, rapid expansion of 5G subscriber counts, and 5G SA’s progress, to name a few, all provide solid evidence that 5G is ready to play a prominent role in not only the evolution of mobile networks but also society as a whole.
The U.S. House’s Open RAN 5G bill, assuming robust R&D funding remains integral, will further assist ecosystem-wide coordination in key areas like R&D and supply chain integrity. In sum, the mobile industry is steadily shifting to an open RAN model, despite near-term challenges in the process, many of which are expected based on the industry’s experience with previous high-impact technology shifts. The U.S. Congress is sending a clear signal that Open RAN is critical to meeting U.S. government 5G national security and supply chain goals. This provides more funding opportunity for the Open RAN community to prove that Open RAN is ready to meet ecosystem-wide prime time 5G demands.
Guavus strengthen its overall Guavus-IQ portfolio with the Guavus-IQ on AWS launch. Guavus quickly counters the AWS and hyperscale partnerships that its key rivals have recently implemented and gains near-term differentiation with its specific portfolio emphasis on explainable AI (XAI) capabilities countering the broader AI marketing and portfolio claims of competitors. Guavus-IQ on AWS fulfills burgeoning CSP demands to lower their CapEx and OpEx, by enabling faster resolution of service and network issues through cloud-based anomaly detection, fault correlation, and root cause analysis, as they look to turnaround their shrinking profit-per-bit business models.
With the Oracle Digital Experience for Communications debut, Oracle is addressing the CSP top priority of driving and winning the CX battle across the digital ecosystem. This includes ensuring CSPs engage their customers through their preferred interaction channels, personalizing digital experiences and injecting agility into B2B2X engagements. The new solution is fully differentiated by the blending of OCI capabilities and Oracle telco software knowledge. Oracle meets CSP integration demands in hybrid cloud environments through support of TM Forum’s ODA and Open API initiatives, potentially accelerating CSP adoption and spurring CX innovation and digital ecosystem influence.
The new Catalyst 8000 Edge Platforms strengthen Cisco’s overall WAN edge proposition, including its competitiveness in the SD-WAN and the emerging SASE segments. Due to the timeliness of the launch, Cisco has an immediate portfolio response to Juniper’s auspicious $450 million acquisition of 128 Technology. Now all of Cisco’s rivals will need to directly counter the Catalyst 8000 Edge Platform’s ability to provide application and network visibility as well as secure connectivity to applications across the continuum of cloud, data center, and edge in WAN environments or risk losing ground in the SD-WAN and SASE realms.
Cisco Silicon One is fundamentally enabling Cisco to differentiate its silicon and networking portfolio in an agile way that gives organizations greater flexibility in purchasing Cisco solutions as well as adopting new business models. Cisco’s main rivals will prove hard-pressed to directly counter its six new Silicon One devices, all delivered in less than a year, executing on its strategic commitment to accelerate expansion of the Silicon One portfolio.