In the modern digital age, there has been no moment that has been as disruptive as what humanity is experiencing today amid the novel coronavirus pandemic. The IoT world has been shocked as the promise has been stripped away as enterprise budgets have withered as have their IoT ambitions. Yet, now more than ever, we need innovation. The IoT industry must adapt and rethink how they approach a very different market in a highly abnormal reality that may be with us for a while.
We are in a race against fake and the ever expanding cyber attack surface that is the Internet of pretty much everything. With the advent of DeepFakes and other artificial challenges to reality and truth, the fundamental fabric that binds our societies, our economies and our business and personal relationships is fast fraying be becoming undone. Trust will become a valuable commodity as we seek to de-risk ourselves from contrived data, dubious transactions, and questionable parties. The emergence of trust platforms are inevitable and essential for restoring and sustaining the fabrics of trust that underpin our lives and make our civilization viable.
The semiconductor industry is the foundation of our digital world. Everything runs on semiconductor products and continues to advance with each new process node. As we reach the physical limits of Moore’s Law, what comes next? Heterogenous computing and heterogenous packaging are opening up new possibilities for progressing Moore's Law through advancements in the way that we design, integrate semiconductor devices and systems.
Satellite communications have become cool again thanks to a new breed of LEO or low Earth orbit satellites that are the staple of Tesla’s Starlink constellation and Amazon’s Project Kuiper which received FCC approval in July of 2020. These satellites are deployed in the thousands with the purpose of providing global broadband coverage.
You are a small or medium-size business in the midst of a global pandemic that is constricting your business as governments order "non-essential" businesses to shutdown and growing consumer angst crush business activity and demand. What do you do? What can you do to survive and thrive? For many industries, surviving will require businesses to dramatically rethink the notion of business model, go-to-market approach, supply chain, sales channels, people and modality of work. All of this needs to happen with the consideration of the health and safety of employees and customers against the persistent threat of the coronavirus pandemic.
5G, AI, and the cloud are intersecting to unlock real-time autonomous capabilities at the edge. This evolution represents an inflection point for edge computing and a new frontier for business innovation and reinvention. Discover the potential of ubiquitous intelligence, edge cloud computing, and autonomous infrastructure to transform our world from the age of digital business to autonomous enterprise.
Telco operators have great expectations of 5G and the industry hype mill has set very high bar for the value that 5G technologies and new market possibilities will bring to the communications sector. Is this excitement justified given the rapidly shifting ICT landscape? We are witnessing a dramatic change in the face of competitors and partners as new entrants into the communications service provider (CSP) space change the OTT dynamic and introduce a new breed of UTB (Under the Bottom) threat to traditional telco operators. Who will win 5G gold?
Shortly after Softbank announced that it was looking to spinoff or sell Arm, which they acquired in 2016 for $32 billion, the rumor mill went into full speed. Speculation ran the gamut from Intel to Apple as potential buyers. Who would court Arm? Rumors settled on Nvidia, the GPU company. Would a Nvidia + Arm union make sense? After all, Nvidia has done well and created a disruptive narrative within the semiconductor industry with its GPU-centered plot line which branches off into numerous subplots in telco networking, edge computing and various AI application domains such as autonomous vehicles, intelligent systems and smart manufacturing.
An unexpected but pleasant surprise was announced at Qualcomm's recent earnings call. Huawei had settled its $1.8 billion dispute with Qualcomm regarding the licensing of essential technologies. It represents another important win for Qualcomm in its long and hard fought battle with OEMs including Apple to preserve the integrity and vitality of its technology business. It can be considered a win for innovation. But what does the settlement mean in the grand scheme of things and the rising tensions between the US government and Huawei?
Though delayed a 3-month delay due to the novel coronavirus, Release 16 of the 3GPP 5G specifications are frozen and complete. It has been much touted as the first fully or real 5G release as it introduces functions such as standalone 5G-NR that wean it off of 4G radio and core technologies.