Living on the Edge

Episode 5: Telefonica's Future Vision, EdgeQ's Exciting Debut and Intel's Evolution.


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In this episode, Dan and Jason discuss EdgeQ's new system on a chip, Telefonica's vision for the cloud native journey, Rakuten Group buys Altiostar, Intel's strategy evolution and Helium's 5G ambitions.

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  • EdgeQ samples SoC for 5G and AI inference engines — The ability to run AI inference engines on the same SoC employed to process 5G signals will reduce the total cost of pushing AI out to the network edge, said Ravuri. Organizations won’t need to deploy a separate processing platform to run AI inference engines, he noted. The overall performance of the application environment should also improve, since using a SoC as the basis of a base station will reduce overall latency and power consumption, Ravuri said, adding, “A lot of use cases are battery operated.”
  • Juan Carlos García López:: Hyperscalers vs. Carriers — The telecom operators can play a role as ICT service providers, offering to their existing B2B customer base complete solutions combining connectivity (fiber, 5G, Wi-Fi), computing (IaaS, PaaS) and solutions on top (big data, analytics, IA/ML, cybersecurity, IOT, sector-specific solutions, SaaS). They will need a complete cloud/edge value proposition, a specialized sales force, and technical/operational skills and tools to realize this position, much like the situation at Telefónica, which has a subsidiary — Telefónica Tech — created specifically to address this business opportunity. Some telcos own facilities like central offices, aggregation nodes, or cell sites that can host computing infrastructure.
Partnering with cloud providers for housing and connectivity and/or deploying their own edge infrastructure and services that will ensure the best experience with the public and private edge and cloud for their customers can be an additional opportunity for these facility-based operators.
  • European Commission publishes study for the future 5G supply ecosystem in Europe — 5G for Big Tech: In this scenario, network virtualisation and disaggregation of software and hardware change the landscape for network equipment, deployment and service provision in the long term. New business models based on Open RAN architectures and interfaces gain momentum, and new major players enter the market. In this scenario, foreign Big Tech companies increase their overall dominance in the European market on demand and supply sides alike.
  • Rakuten Acquires Altiostar to Boost Open RAN Efforts — Japan’s Rakuten Group scooped up U.S.-based open radio access (RAN) network equipment provider Altiostar for more than $1 billion. The move expands on an already established financial partnership between the two companies and bolsters Rakuten’s internal work toward creating an open RAN ecosystem.
  • Magic Quadrant for Cloud Infrastructure and Platform Services — The worldwide consolidation is occurring largely as a result of enterprises seeking industrialized offerings that bring with them a level of dependability and a wide breadth of functionality to satisfy all enterprise workloads. This is the key difference between a worldwide provider and a boutique regional provider that may have a virtualized offering consisting of compute, network and storage using off-the-shelf virtualization products. The boutique provider is simply unable to compete with the innovation speed of the worldwide providers.
  • Automation in the telecoms industry: A key differentiator — 70% of our survey respondents stated that they intended to move beyond providing basic connectivity and were seeking new opportunities for revenue growth. Increasingly, telcos are seeking to exploit emerging technologies such as 5G and edge computing to offer differentiated solutions to customers, particularly in the B2B2X space. However, network and service automation will be a key enabler for all telcos to address declining revenue growth, regardless of their strategic approach.
  • Systems of systems: The next big step for edge AI — It’s clear that edge AI has the ability to open up a whole new world of insights and opportunities across multiple industries, but connecting the distributed data processors to usefully aggregate their discoveries is a higher-level task. That’s where a system of systems (SoS) comes in.
  • If you’re unfamiliar with the concept of SoS, you’re not alone: This relatively new frontier in edge AI computing seeks to connect an enterprise’s multiple, purpose-dedicated systems using a single common language. Currently, IT networks, manufacturing machinery, transportation assets, physical security, HVAC, and lighting systems each have their own communications protocols that weren’t designed to speak or integrate with others. A SoS serves as a superstructure, using AI to coordinate and aggregate data processed at the edge from these different systems.
  • Intel’s Arc GPUs will compete with GeForce and Radeon in early 2022 — Arc will represent Intel's first serious run at the gaming GPU market, but the company isn't starting from zero. The company has decades of experience in writing and updating graphics drivers, and it is in the habit of releasing both "stable" driver packages and beta drivers with improvements for specific games, much like AMD and Nvidia already do. And while it doesn't blow the doors off of AMD's integrated GPUs in its Ryzen APUs, the Intel Iris Xe graphics in 11th-generation Core laptops can actually run many games at 1080p or 720p.
  • Episode Two: The Path To 5G — To help put HIP 27 in motion and accelerate the pace of Helium’s 5G rollout, we’re working in partnership with FreedomFi, a connectivity company that manufactures open source 5G devices. FreedomFi today announced the pre-sale waitlist of the inaugural batch of FreedomFi Gateways, a connectivity device that pairs with 5G antennas and is compatible with the Helium Network. These gateways can be thought of as the very first generation of 5G Hotspots.
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