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Qualcomm’s New WiFi Dual Station Solution Brings Ethernet-Like Latency via WiFi to Windows 11 PCs

In Technology by Olivier BlanchardLeave a Comment

Futurum Senior Analyst Olivier Blanchard explains how Qualcomm’s clever new WiFi Dual Station solution, coupled with Qualcomm FastConnect 4-stream Dual Band Simultaneous, brings ethernet-like reliability and latency to wireless gaming and video of Windows 11 PCs. Also discussed are the importance of Windows 11 native support to the solution’s broad industry adoption, as evidenced by Acer, AMD, Lenovo, Microsoft, Snapdragon Compute Platforms and Valve already moving to integrate it into their product ecosystems.

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Teradata Reimagines Strategy to Deliver Sustainable Growth and Value Creation

In Technology by Ron WestfallLeave a Comment

Teradata introduced the Reimagined Teradata at its recent Investor Day and Influencer Summit events including long-term financial growth targets and new the Analytics 1-2-3 framework’s support of BYOM capabilities for the Teradata Vantage platform. Futurum’s Ron Westfall explores how Teradata’s $1B+ in Cloud ARR and approximately $550M in free cash flow by fiscal 2025 objective strengthens the company’s enterprise analytics ecosystem influence, boosts portfolio differentiation, and advances its Analytics 1-2-3 proposition.

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ADTRAN Takes a Chance on Adva to Capitalize on Burgeoning Fiber Networking Opportunities

In Collaboration, Technology by Ron WestfallLeave a Comment

ADTRAN buys Adva to strengthen its overall fiber networking proposition through the integration of Adva’s optical networking assets, obliging fiber and optical rivals to respond to the new deal. Futurum’s Ron Westfall explores why the ADTRAN acquisition of Adva enables ADTRAN to address a wider range of optical networking opportunities, puts fiber access rivals such as DZS and Calix on the defensive, and foments a more formidable competitor in the optical transport market segment.

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AWS Advances Amazon EC2 with new Xeon-powered Amazon EC2 M6i Instances

In Technology by Ron WestfallLeave a Comment

AWS announced the availability of new general-purpose Amazon EC2 M6i instances that offer up to 15% improvement in price/performance in comparison to fifth-generation instances. Futurum’s Ron Westfall examines why expanding the sixth-generation offerings to include x86 instances strengthens the overall Gravitron2 processor proposition, bolsters AWS’ supply chain stability, and advances Amazon’s overall sustainability & ESG goals as well as boost the competitive edge AWS has over Azure and Google Cloud in the custom silicon realm.

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What is Really Going on With CentOS Stream?

In Technology by Steven DickensLeave a Comment

Futurum Research Senior Analyst, Steven Dickens provides his take on what is really going on with CentOS Stream. After a rocky last eight months and lots of loud voices in the community calling for Red Hat’s head, I got the chance to get an inside track on what is really going on with CentOS Stream, and I was impressed with the hard work of community governance that is going on.

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The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 3

In Technology by Olivier BlanchardLeave a Comment

Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.