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Month: April 2019

5G Microdata Centers Will Disrupt the Cloud (Podcast)

In episode 3 of Tech Lightning Rounds, Beth Kindig goes directly to the source of 5G expertise and hosts discussions with technologists who specialize in the field. Interviews are held in “lightning round” format, which are rapid interviews with tech experts for immediate depth on each topic. 5G is more than a successor to 4G. The new generation requires changes to infrastructure in order to deliver faster speeds and lower latency. The massive development of infrastructure, especially at the microdata center level, is often overlooked compared to the 5G networks that are being rolled out by Verizon and AT&T, or…

Interview with Verizon on 5G (PODCAST)

In episode 3 of Tech Lightning Rounds, Beth Kindig goes directly to the source of 5G expertise and hosts discussions with technologists who specialize in the field. Interviews are held in “lightning round” format, which are rapid interviews with tech experts for immediate depth on each topic. This month, Verizon launched 5G in select cities ahead of schedule. Customers in Chicago and Minneapolis were the first in the world to get 5G-enabled smartphones connected to a 5G network on April 3rd. In episode 3 of Tech Lightning Rounds, Lani Ingram, Vice President of Smart Cities at Verizon, discusses how far…

5G Experts Discuss the Future: Verizon, Mutable and Qwake Technologies

5G is the promising new generation of mobile communications that will reduce latency with internet speeds up to 100 times faster than the 4G networks we are currently using on our mobile phones. These fast speeds and higher-frequency spectrums will require a closer range with microdata centers or small cell sites that are closer together compared to the longer range we use for 4G. The implications of 5G go beyond downloading your favorite Netflix movie, as 5G will enable self-driving cars to brake quickly, hospital equipment to communicate faster for better outcomes, first responders will know exact GPS locations rather…

Alphabet Stock: Keep a Close Eye on Third-Party Ads

Towards the end of March, AdWeek broke the news that “Google Mulls Third-Party Ad-Targeting Restrictions.” Criteo’s stock dropped 30% and TradeDesk saw a 15% drop while Alphabet’s stock showed the least impact at 5%. I believe the market did not fully understand the implications of what advertising experts and insiders had leaked to AdWeek. It is my prediction Alphabet will have to let go of roughly $5 billion in quarterly revenue if the company aims to become a leader in artificial intelligence and sensitive data.

Nvidia Versus Xilinx: Heavy Hitter AI Stocks

This week, I revisited Nvidia for the first time since the crypto bust. If you’re a regular reader of mine, then you’ll remember that I defended Nvidia as having a strong fundamental story due to their developer following and the GPU-powered cloud. We’ve seen the GPU-powered cloud story take shape with the recent acquisition of Mellanox. However, no analysis on Nvidia would be complete without a discussion on Xilinx, which is what I wrote about this week.