Market Insight: Jio Platforms and Facebook Driving Digital India

Facebook's recent investment and partnership with Jio Platforms was met with a great deal of media and industry excitement. This move was widely touted as a coming of age of Digital India. The largest US tech companies such as Facebook, Google, Microsoft are looking to expand their global fortunes in the new digital economic frontier that is India with its 1.32 billion large consumer market. What is really at stake here and what does it mean in the broader context of India's economic digitization?

Market Insight: The Unintended Consequence of the US War on Huawei

The US Department of Commerce recently amended its foreign-produced direct product rule (FPDP) and Entity List to include HiSilicon, Huawei’s semiconductor design subsidiary. This action has been widely deemed an escalation of the US government's "war on Huawei. In the broader context of the US sanction on Chinese tech firms, the addendum applies a consistency of "national security and foreign policy purpose” to HiSilicon.

Market Insight: Microsoft’s Flight to the Hyper-converged Edge Cloud

In the last three months, Microsoft has been on a tear building out its portfolio of 5G core and virtualized network service management technologies having acquired Affirmed Networks, and most recently, Metaswitch. The acquisition of these telecom tech companies by the leading enterprise IT technology company and cloud service provider may seem curious at first, but these transactions highlight the acceleration of a transformative trend that we at neXt Curve dubbed Under-the-Bottom (UTB) in our 2019 technology horizon study for Ofcom, the United Kingdom’s communications and media sector regulator.

Industry Insight: COVID-19 Tests China’s Resiliency

We have come a long way in a short time since COVID-19 emerged from Wuhan, China late last year. The virus has stealthily yet rapidly evolved from a provincial epidemic to a pandemic that is suffocating the largest and the smallest of economies around the globe.

Integrated Tools for the Hybrid Operation of the Evolving 5G Infrastructure

The evolution of 5G infrastructure will not be homogenous. Operators will be deploying islands of 5G across a sea of 4G and 3G. They will be faced with the challenges of developing, deploying and managing services across hybrid infrastructures that will be comprised of a fragmented mix of the old and the new. In order to accelerate returns on 5G investments operators will need a common, integrated toolchain that allows service providers to scale operations and services across a mixed portfolio of technologies and operating environments.

Industry Insight: China’s Trade “Win-Win” and the Phase 2 Trade Deal

While the White House has touted a major victory in the trade war with China with the signing of a so-called “Phase One” deal, it was difficult not to notice the very visible absence of Chinese President Xi Jinping himself. Instead, the Trump Administration received a congratulatory letter from President Trump’s Chinese counterpart read by Vice Premier Liu He, a level-three member of the Chinese Politburo.

5G: The Opportunity for the Emerging Markets to Drive Innovation

The global race for 5G is on with operators in advanced markets such as the US, South Korea leading the way with the first deployments of 5G networks in their respective markets. Given all the excitement and hype that has shrouded 5G over the last couple of years, telecom operators around the world are under pressure to jump on the 5G bandwagon as governments push to position their economies for the digital era. Especially for the U.S. and China, 5G has become a strategic economic imperative that both countries believe will determine the economy and doctrine that will lead in our digital future. But what does the 5G race mean for the emerging and developing markets? Do operators in these markets have the opportunity to rethink the network to enable new economic possibilities in the era of 5G?

5G: The Carrier-Grade Digital Infrastructure for the Software-Defined Factory of the Future

With the advent of 5G there has been growing interest in what the next-generation mobile network technology means for industry. Operators and industrial OT (Operational Technology) players have been investigating the use cases and potential value that the 5G promises and technology can bring to manufacturing, supply chain and the factory of the future. It is commonly known and expected that 5G will bring about massive Machine Type Communications (mMTC), Ultra-Reliable Low-Latency Communications (URLLC) and enhanced Mobile Broadband (eMBB), but what do these use cases mean for manufacturers? Are these really the 5G promises that matter for the smart factory and the ongoing evolution of Industry 4.0?

Industry Insight: AT&T’s Alliances with Microsoft and IBM/Red Hat – A Tale of Two Clouds?

July has been a watershed month for AT&T as it enters into two major "cloud deals", one with Microsoft and another with the newly merged IBM and Red Hat. At first glance, the two deals seem oddly contradictory - a collision of proprietary Microsoft cloud (although about half of Azure workloads run on top of Linux) with open source cloud from the combined IBM and Red Hat. But why two cloud deals? What makes them different? What does it mean for the companies involved?

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