Futurum Tech Webcast

On this episode of the Futurum Tech Webcast, host Daniel Newman welcomes Qualcomm's Nakul Duggal, SVP & GM, Automotive & Cloud Computing for a conversation on Qualcomm's automotive business and the latest on their partnerships, including AWS, during the IAA Mobility Event in Munich, Germany.

Their discussion covers:

• A review of Qualcomm's automotive business and its double-digit growth

• The timeline of design cycles, and what it takes to build growth in the automotive computing space

• Recent announcements from Qualcomm on their partnerships with Cadillac and Mercedes-Benz, and AWS

• The growing focus on the micromobility and electric vehicle markets

• ​​How Qualcomm is thinking about AI in their automotive business

In this episode of the Infrastructure Matters podcast, hosts Steven Dickens and Krista Macomber discuss recent cloud provider expansion, cloud growth announcements, and the implications for the market. They highlight the maturity of the cloud market, mentioning AWS's 12% growth in the current quarter and its positioning for AI-driven services. They delve into the complexity of cloud adoption, discussing cost considerations, private cloud growth, and the challenges of data management and observability across hybrid environments. They emphasize the need for nuanced perspectives on cloud benefits, acknowledging the trade-offs between simplicity and complexity in areas such as data resilience and security.

Topics include:

* Endor Labs a code and governance pipeline platform with an over subscribed Series A funding round of $70 Million

* Recent earnings announcements from cloud service providers, AWS and Microsoft

* The impact of strong cloud adoption, indicating the continued expansion of the cloud market and competition.

* Complexity and trade-offs for cloud adoption, and the implications for data resiliency and security

In this episode of Infrastructure Matters - Insider Edition Camberley Bates, Vice President of Data Infrastructure is joined by Tom Broderick, Chief Strategy Officer of Commvault. We explore the leading edge technologies for Data Security and Protection with the impact of artificial intelligence, the shift to SaaS offerings, and the challenges of managing hybrid multi-cloud IT environments for protecting critical information assets. Tom gives his perspectives working with Commvault's clients to provide the keys to unlocking data protection excellence with AI and SaaS solutions. We also look into the issue of increasing complexity and cybersecurity threats faced by organizations strategies for tackling.

Topics include:

• Impact of AI on data protection: AI enhances data intelligence and simplifies operations, proactively protecting against cyber threats.

• Shift to SaaS offerings: Organizations adopt SaaS models for data protection, providing cost savings and ease of implementation.

• Challenges of hybrid multi-cloud IT: Complexity arises from diverse data environments, requiring flexible protection solutions.

Importance of cyber resilience: Evaluating vendors with unified platforms for secure and efficient data protection strategies.

In this episode of the Infrastructure Matters podcast, we cover the evolving landscape of IT infrastructure consumption and how traditional models have shifted due to the rise of cloud computing and hybrid approaches. We cover pricing, procurement, performance, availability, scalability, security, and compliance, which all play a crucial role in determining the most suitable consumption model for different workloads. We discuss considerations such as end-of-life planning and the decision-making process making sure the process aligns with the business needs.

Topics include:

• Recent news items, including earnings releases from Microsoft, Google, Intel and Seagate

• The increasing presence of AI in earnings reports with the growth of generative AI,

• N2W Software, a data protection provider focusing on AWS and Azure

• Evolving IT infrastructure consumption models due to cloud computing and hybrid approaches, including offerings from Dell, Hitachi, HPE, IBM, Kyndryl, Lenovo, NetApp and Pure Storage.

• Strategies for balancing business and technical requirements

You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don't miss an episode.

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst, Steven Dickens, for a look at the top 5G developments and what's going on that caught our eye. Their conversation focused on: VMware Rolls Out VMware Private Mobile Network. VMware launched VMware Private Mobile Network as a key component of its VMware Edge Cloud Orchestrator (VECO) solution. VECO, formerly VMware SASE Orchestrator, is designed to provide unified management for VMware SASE and the VMware Edge Compute Stack, and targets bridging the gap between edge networking and edge compute. VMware selected Betacom, Boingo Wireless, and Federated Wireless as its initial beta wireless service provider partners for the new offering. They assess the implications of VMware's move on the global private wireless market. Microsoft Azure for Operators and ISVs Strengthen Collaboration. Azure Multi-Edge Access Compute (MEC) solutions enable customers to deploy applications and services closer to the end user, improving performance and reducing latency. Over the last year, we have observed several operators and enterprises beginning to use the power of both public and private MEC, enabling a host of new use cases across numerous industries. Independent Software Vendors, or ISVs, play a critical role in helping to develop modern connected applications across varied industries that are tailored to the specific requirements of multi-edge access compute. Ron and Steven examine the crucial role ISVs perform by bringing key expertise from various domains, and by developing innovative solutions that leverage the capabilities of edge computing. Red Hat Open 5G Summit on Horizon. Red Hat is hosting its Open 5G Summit on November 15, 2023. On the agenda are exploring Open RAN monetization opportunities and deployment approaches, solving the challenges of private wireless and enterprise edge deployments, as well as balancing on-premise and public cloud deployments throughout hybrid cloud environments. Ron and Steven discuss our expectations for the event including how service providers can optimize serving up new use cases for enterprise customers and how a common platform with orchestration and automation can help drive ecosystem-wide Open 5G adoption.

In this special episode of the Main Scoop, Daniel Newman, Greg Lotko, and Joe Doria discuss their favorite topics explored in past episodes–from generative AI, to hybrid cloud, and more–and what they mean for digital transformation.

It was a great conversation and one you don't want to miss. Like what you've heard? Check out all our past episodes here, and be sure to subscribe so you never miss an episode of The Main Scoop™ series.

On this episode of the Futurum Tech Webcast – Interview Series, host Steven Dickens welcomes Clint Boulton Senior Advisor, Portfolio Marketing, APEX from Dell Technologies for a conversation on the power of Dell APEX and consumption-based multi-cloud strategies.

Their discussion covers how Dell APEX aims to offer a cost-effective and flexible Infrastructure-as-a-Service (IaaS) solution by aligning costs with actual consumption and addressing the scaling and cost-containment challenges often seen in Public Clouds. They discuss how the platform provides a comprehensive range of services, including storage, data protection, and multi-cloud options, designed to right-size infrastructure and workloads for efficiency and regulatory compliance. Lastly, they discuss how Dell APEX focuses on life-cycle management to free up IT staff for strategic business initiatives while also incorporating robust security and data governance measures.

Key topics in this episode include:

• Cost-Alignment: APEX's elastic scaling and pay-as-you-go model eliminates overprovisioning and aims to provide cost-effective scaling, addressing limitations of public cloud and FinOps.

• Comprehensive Service Offerings: Covers a wide array of IaaS needs from storage and data protection to cloud platforms, thereby offering multicloud flexibility and various custom solutions.

• Workload Efficiency: Allows for intentional placement and right-sizing of workloads, whether in public/private cloud or on-premises, to meet scalability, operational, and regulatory requirements.

• Resource Optimization: By offloading life-cycle management and other operations, it frees up IT staff for more strategic tasks, supported by Dell's capacity planning, performance gains, and direct support services.

Learn more about the value of Dell APEX here.

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst Olivier Blanchard for a look at the top 5G developments and what's going on that caught our eye.

Their conversation focused on:

Overview of 5G-enabled Opportunities for AAA Game Studios. Cloud gaming, where you can play games hosted in remote data centers without owning any physical game disc or cartridge, has become a major growth area for the industry. Research from Ericsson found that 35 services launched cloud-gaming platforms in 2022, with more onboarding this year as well. They assess how real are the 5G—enabled opportunities for AAA game studios, the huge firms that release household titles. This includes our perspective on the 5G ecosystem's ability to aid and abet game development and playing, especially in the growing sector of cloud gaming, including as a key enabler of AR and VR gaming.

Qualcomm Makes Waves With Snapdragon G Series Launch. Qualcomm created a marketing splash when it unveiled its Snapdragon G Series portfolio designed for the next generation of handheld gaming devices. Key highlights included the Snapdragon G Series now spans three tiers, G1, G2, and G3, with Snapdragon G3x Gen 2 Platform debuting as the newest enthusiast-class processor. They analyze the competitive impact of the Snapdragon G series launch on the 5G ecosystem as well as break down the capabilities of the respective G1, G2, and G3 offerings.

Ericsson and Vodafone Live Network Trial: Budding Mobile Game Difference Maker. In August 2023, Ericsson and Vodafone completed a live network trial at Coventry University which successfully demonstrated the positive impact an optimized 5G Standalone (SA) network slice could have on enhancing the mobile gaming experience for consumers. Using network slicing, a major function of a 5G SA network that can enable Vodafone to customize connectivity services for specific customers and use cases, the trial participants were able to experience more consistent gaming connectivity with a 270 percent increase in throughput, a 25 percent decrease in latency and 57 percent less jitter, as well as smoother graphics rendering. They assess the ramifications of the trial in potentially advancing the ability of CSPs to support, scale, and monetize mobile gaming applications.

You're not going to want to miss this lively conversation!

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, I'm joined by my colleague and fellow analyst, Todd Weiss, for a look at the top 5G developments and what's going on that caught our eye.

Our conversation focused on:

Nokia Driving Key PON-related 5G/Small Cell Innovations. The recent Fiber Connect 2023 event fully showed why fiber optics plays an essential role in 5G network builds and capabilities. Nokia, for instance, demonstrated its Build America, Buy America (BABA) compliance, 25G PON starter kit aimed at 10Gbp+ service opportunities, its Corteca home connectivity software aimed at monetizing and improving broadband experiences such as hybrid workforce environments, expanded its Network-in-a-box program, and strengthened its manufacturing presence in the US through deals with Sanmina in Wisconsin and Fabrinet in California. We discuss why these moves impact the 5G ecosystem, including Nokia's 100G PON collaboration with Vodafone.

Ciena's 5G xHaul Portfolio Syncs up With Key Operator Priorities. In 5G systems, accuracy in frequency, phase, and time synchronization is integral for optimizing RAN performance. We see operators are prioritizing using network timing distribution across their transport infrastructure to complement local Global Navigation Satellite System (GNSS) at cell sites, providing a more resilient and flexible RAN architecture. Plus, we assess why streamlined visualization and management of timing and synchronization capabilities as well as transport versatility that supports network slicing are key to advancing xHaul innovation and broader adoption, and Calix's ecosystem role in delivering such capabilities.

Calix Mobile Backhaul Portfolio Ready for Prime Time 5G Demands. Given that hundreds or even thousands of smartphones depend on the connection to their base station, we see that mobile operators hold their backhaul providers to the highest levels of performance in the industry. As a result, mobile operators want real-time visibility of circuit performance, increasingly demand bandwidth on demand flexibility, and fail-safe circuits. We delve into why Calix's portfolio, such as the Calix AXOS E5 Ethernet Service Access Nodes, deliver the Carrier Ethernet 10G and 1G UNI service demarcation and Ethernet aggregation capabilities key to assuring operators can provide premium business and mobile backhaul services with operational efficiency and service assurance.

A Review Of Key AI/Automotive Innovations by Qualcomm and Ethernovia Including The Selection Of The Snapdragon Platform For The 2025 Cadillac Escalade IQ

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G developments and what's going on that caught our eye.

Their conversation underscored:

Qualcomm Spotlights Benefits of Running Gen AI on Devices. We see the cost of running generative AI models on-device versus the cloud translates directly to the amount of power required to run these models. Edge devices with efficient AI processing offer leading performance per watt, especially when compared with the cloud. Edge devices can run generative AI models at a fraction of the energy, especially when considering not only processing but also data transport. This difference is significant in energy costs as well as helping cloud providers offload data center energy consumption to meet their environmental and sustainability goals. We examine why on-device processing performance of mobile devices has increased by double-digits with each technology generation and is projected to continue this trend, and how Qualcomm's portfolio is integral to optimizing generative AI models across the global digital ecosystem through edge device optimization.

Ethernovia: Accelerating Vehicle Data Architecture Transformation. New entrant Ethernovia is charting a portfolio development course that aggregates enormous quantities of data and routing between AI and SoC chipsets, which requires high bandwidth, low latency intelligent fabrics. As vehicle architectures evolve from domain-centric controllers toward zonal architectures, networking solutions must concurrently evolve to support higher data rates of advanced vehicle applications while meeting demand for improved reliability and security. We assess why zonal architectures are critical to advancing and scaling fast-evolving software-defined vehicle (SDV) applications such as Advanced Driver-Assisted Systems (ADAS), autonomous driving (AD) and a rich ecosystem of customer software delivered Over the Air (OTA), including 5G connectivity.

Ericsson on Board for Intel's 18A Process. Qualcomm's announcement that the 2025 Cadillac Escalade IQ will leverage several core automotive platforms from its Snapdragon Digital Chassis solutions stack in one vehicle points to both the growing appeal for automakers to streamline the design of their software-defined vehicles and to the accelerating maturity of Qualcomm's portfolio of automotive solutions. The four pillars of Qualcomm's Snapdragon Digital Chassis stack focus on connectivity, cockpit tech (digital instrument clusters and infotainment), Car-to-Cloud features (think OTA updates), and ADAS (the Snapdragon Ride Platform delivers a broad swath of driver-assist and autonomous driving features). We review GM's decision to power the 2025 Escalade IQ with key Snapdragon automotive platforms and why it sends a clear signal to the industry that it trusts Qualcomm to deliver the goods when it comes to uncompromisingly redefine the Escalade for the EV era.