Published Research and Articles on the Digital Infrastructure Theme

While providers are still working on upgrading their networks, Qualcomm has moved ahead and developed a next-gen modem capable of 10Gb throughput. What’s New:  Qualcomm Technologies, Inc. today announced the Snapdragon X65 5G Modem-RF System, its fourth-generation 5G modem-to-antenna solution. It is the world’s first 10 Gigabit 5G and the first 3GPP release 16 modem-RF […]

One of the wonderful things about thematic investing when it is done right, is the number of recognizable and relatable points of confirmation to be had once an investor has fine-tuned their focus, or as we at Tematica like to say, strapped on your thematic lens. The traditional investor analyzes and assess a variety of […]

I’m either blessed or cursed, depending on your perspective, to live a life across both sides of the Atlantic, with operating bases in California, Ireland, and Italy This gives me a rather in-my-face perspective on how the various regions operate and respond to global events. One of the most striking differences is, and sorry to […]

While there have been announcements concerning public edge computing buildouts, this agreement is one of a recent few that focuses on private edge computing services that will serve manufacturers and other heavy users of industrial IoT to manage production. Samsung Electronics on Wednesday signed a partnership with IBM to combine “edge computing” with private 5G […]

Just when you thought that the digital infrastructure underlying the internet and overall connectivity wasn’t strained enough in the work-from-home, learn-from-home, stay-at-home era, it appears that Google has joined the ranks of direct streaming services switching on direct to YouTube capabilities on its Stadia gaming platform. Rolling out to some users now, Stadia appears to […]

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The coronavirus pandemic is radically altering how people go about their daily lives, and that includes how they interact with their healthcare providers. With quicker data speeds brought on by 5G, WiFi 6 and other broadband technologies that also feature lower latency, the telemedicine experience will continue to improve, chewing up network capacity along the […]

In a move to appease hawks pushing for tighter restrictions on Huawei Technologies, the UK is considering a ban on the installation of 5G equipment from Huawei as soon as next year, well before a blanket ban in 2027. UK lawmakers are set to debate the bill next week, and should it come to pass […]

Whether retail consumers are aware of it or not, co-location services aren’t just for high frequency trading firms anymore. In an era of moving quickly and breaking things, it seems like the executives of these companies are doing more of the first part and (hopefully) not too much of the last part. Dell Technologies, FedEx […]

In as much as everyone is focusing on 5G, self-driving cars, and an impending IoT revolution there is already plenty of demand for high bandwidth digital infrastructure. Virgin Media has revealed that Tuesday 10 November saw its busiest day on record for internet traffic across its network. Source: Virgin Media sees record breaking network traffic […]

Right to repair laws have long been targeted at consumer electronics. It turns out that knowing where to mark top-dead-center on a car engine’s flywheel just doesn’t get the job done anymore. The vehicular data question was one of statewide two ballot measures Nov. 3. Source: Massachusetts votes yes on Question 1, ‘right to repair’ […]

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