Sebastian Barros nails the potential opportunity for Telcos if they have the appetite to leverage their decades of experience running vast global networks. Beyond datacenters and capacity, there are real opportunities for Enterprise AI networks, LLM caching at the Edge, and Identity/Trust/Security fabrics (sold as a service or other). I'm excited to see what materializes from this $1 trillion opportunity!

Nokia, together with Datwyler IT Infra, Intel Corporation, and Switzerland Innovation Park Biel/Bienne Ltd. (SIPBB), has unveiled a pioneering hub for startups and nonprofits. This initiative will accelerate industrial digitalization through advanced private 5G and AI-powered edge solutions, driving breakthroughs in efficiency, safety, and sustainability across key industries. This new trial site enables several industrial use cases, including predictive maintenance, push-to-talk and video communication tools, and AI-enhanced safety monitoring. This is a crucial step towards supporting digital equity and accelerating development in the real world. “The success of industrial digital transformation depends on how enterprises capture data, securely transport it, and bring AI closer for data analysis & decision making. The partnership with Nokia, SIPBB, and Datwyler showcases use cases that leverage Intel Xeon servers powering both connectivity and AI inference at the enterprise edge.” — Bhupesh Agrawal, General Manager, Private 5G and Enterprise AI at Intel “At Nokia, we believe technology should empower industries to increase efficiency, safety and sustainability. Through our partnership with Intel, Datwyler, and SIPBB, we are supporting digital equity by enabling innovators to test future-ready solutions without upfront infrastructure costs to accelerate development, validate use cases, and scale digital transformation in the real world.” — Michael Aspinall, Head of Enterprise Campus Edge sales in Europe at Nokia “We are aiming for the hub to attract global investment and support Swiss economic growth and digital leadership.” — Michael Wendling, Co-Lead Swiss Smart Factory at Switzerland Innovation Park Biel/ Bienne (SIPBB) #Nokia #Intel #Datwyler #SIPBB #Private5G #AI #Digitalization #Innovation #Sustainability #Industry40

AVGO Sold $10 Billion To 1 ‘Anonymous’ Customer (This is a Signal?) Mornings With Markman - September 5th, 2025 Investors are dead wrong about Broadcom. They still see the business as a strong but unexciting player in the cyclical semiconductor sector. The company isn't just selling chips; it's a core enabler of the AI revolution, a business riding the powerful and misunderstood secular trend of the "networked computer." Broadcom’s third quarter was a watershed moment, with revenue soaring 22% year-over-year to a record $16.0 billion. This is a huge win and a validation of the company's bet that the next generation of computing would be defined by connectivity. The true engine of this growth is the AI semiconductor segment, which grew an astonishing 63% to $5.2 billion. These aren't simply processing chips; they are highly specialized components designed to power the nodes within these gigantic networked computers. Broadcom's core mission is to provide the high-bandwidth, low-latency Ethernet solutions that act as the digital veins and arteries of these data centers, ensuring every GPU and server can communicate instantly. By championing open Ethernet standards, Broadcom avoids creating proprietary bottlenecks. This approach provides the flexibility and scalability that hyperscalers need to build the world's most complex networked computers. The company's custom silicon strategy further solidifies this narrative. Broadcom co-designs the very brains of these giant machines, creating application-specific chips (ASICs) optimized for parallel processing and distributed computing. The massive $10 billion AI chip order from a single, unnamed customer isn't just a sale; it's a clear acknowledgment that Broadcom’s technology is essential. This deal cements Broadcom's central role in the ecosystem. The world's leading tech giants are investing billions in building these AI networked computers. Broadcom is at the heart of it all, from providing the high-speed networking to co-designing the custom silicon. The numbers are clear; it's time for the market to recognize Broadcom's vital role in shaping the future of AI. Send this to someone who still trusts Wall Street.

The network infrastructure landscape has undergone unprecedented transformation, driven by the convergence of multiple revolutionary technologies including 5G/6G networks, edge computing, software-defined networking (SDN), quantum communications, and advanced semiconductors. While AI serves as a critical enabling technology, it represents just one component of a broader technological ecosystem that is reshaping how we build, deploy, and operate network infrastructure. The exponential leap in capability actually occurs when next-generation technologies transition from isolated implementations to fully integrated, autonomous systems. The early phases of siloed deployment and basic connectivity deliver incremental improvements, but the real transformation emerges through orchestrated integration where AI, 5G/6G, edge computing, SDN, and quantum communications work as a unified fabric. While fully integrated deployments can fundamentally reshape operational economics and service delivery, this integration maturity curve explains why early pilots often underwhelming. 🚀 Explore how next‑gen automation and sustainable network design are being delivered in practice—partners and investors invited to co-develop pilots and scale outcomes. 📩 DM or email hello@bandarlog.dev to request a briefing deck and an integration roadmap session. #NetworkInfrastructure #5G #6G #EdgeComputing #SDN #NFV #AIOps #Automation #QuantumCommunications #Sustainability #ESGTech #Telecom #UKTech

𝐄𝐱𝐩𝐥𝐨𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 ➡ 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐅𝐫𝐞𝐞 𝐒𝐚𝐦𝐩𝐥𝐞 𝐏𝐃𝐅: https://lnkd.in/dUzEVXYC Quantum Computing Market Size is valued at USD 1.60 Bn in 2024 and is predicted to reach USD 31.26 Bn by the year 2031 at a 34.8% CAGR during the forecast period for 2025-2034. ▪ 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐋𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞: ▪ IBM ▪ D-Wave ▪ Microsoft ▪ Amazon Web Services (AWS) ▪ Rigetti Computing ▪ Fujitsu ▪ Hitachi ▪ Toshiba ▪ Google ▪ Intel Corporation ▪ Quantinuum ▪ Huawei ▪ NEC Corporation ▪ Accenture ▪ Nippon Telegraph and Telephone ▪ Bosch ▪ Quantum Circuits, Inc. ▪ IonQ ▪ QC Ware Corp. ▪ PsiQuantum ▪ Alpine ▪ Xanadu ▪ ABDProf ▪ Northrop Grumman #QuantumComputing #NextGenTechnology #Innovation #AdvancedComputing #QuantumTech

🚀⚡🔥 The SONiC Revolution Is Here — and It’s Reshaping How the World Builds Networks. Over the last few years, I’ve seen SONiC move from a bold idea to a production reality. Networking is at an inflection point. The way we build, operate, and scale networks is being rewritten. In 2016, SONiC was born at Microsoft and released to the world as open source. The idea was radical. Unbundle the switch. Disaggregate the NOS. Make networks open. One software stack. Many hardware choices. Merchant silicon at the core. Scale without lock-in. Automation by default. The believers came. Cloud titans first. Enterprises followed. Telcos are now stepping in. Big networks. Bigger ambitions. A movement gaining speed. By 2020, SONiC had moved beyond a project — it was production-ready. Since then, adoption has accelerated. Cloud demand surged. AI workloads raised the bar. 100G became 400G. 400G became 800G. ASIC diversity flourished - Broadcom, Cisco, Marvell Technology, NVIDIA, Intel Corporation. Operators leaned in. Why it works is simple: ✨ One open OS. ✨ Global community rhythm. ✨ Freedom over captivity. ✨ Choice over compromise. ✨ Scale over silos. ✨ Proof over promises. But openness needs a champion. SONiC is the industry’s OS — not one vendor’s. It needed someone to make it consumable, reliable, and enterprise-grade. That is where Aviz Networks comes in. From open source → to enterprise-ready. From fragmented choices → to a seamless experience. From early adopters → to global scale. This is the revolution in motion. Open. Disaggregated. ASIC-diverse. AI-ready. 🚂 The SONiC train has left the station. With Aviz Networks, you are not just onboard — you are in the front seat. 👉 For leaders building the networks of tomorrow: what excites you most about this shift? #SONiC #Networking #OpenNetworking #AI #Innovation #CloudInfrastructure

🚨 3 Big Moves Reshaping Networking Last Week 🚨 From backbone cable hits to chip trade salvos and AI compute waves – the IT landscape isn’t slowing down. Here’s your quick digest 👇 1️⃣ Red Sea cable cuts disrupt connectivity across Asia & the Middle East Multiple subsea cables were damaged on Sept 8, throttling international traffic and forcing reroutes across carriers and IXPs. 🔹 Why it matters: Real-world test of BGP diversity, multi-path routing, and DIA/Transit redundancy. 🔹 Review your upstream mix and latency-sensitive paths – failovers aren’t theoretical anymore. 2️⃣ China opens discrimination & dumping probes into U.S. chips On Sept 13, China launched investigations targeting U.S. semiconductor firms, escalating supply-chain uncertainty. 🔹 Why it matters: Networking gear relies on the same silicon – expect knock-on effects for switches/APs/optics. 🔹 Cisco, Ubiquiti Inc. and others could face lead-time and pricing pressure if component flows tighten. 3️⃣ NVIDIA unveils new AI chips for video & software generation Announced Sept 9, new accelerators push heavier east-west traffic and tighter GPU fabrics in DCs. 🔹 Why it matters: AI build-outs = denser 400/800G spines, RoCEv2 tuning, and smarter congestion control. 🔹 Plan for leaf–spine upgrades, optics budgets, and power/thermal headroom sooner than you thought. 💡 From cable shocks to chip geopolitics and AI-fueled data centers, last week showed how fast networking is shifting. To stay competitive, IT leaders need to watch both vendor strategy and tech adoption curves. 👉 Follow YOURWiFi keep up with the moves that matter. Which of these would you brief your CIO on first? #Networking #Cybersecurity #DataCenter #Cisco #Ubiquiti #Nvidia #SubseaCables #Chips #AI #ITProcurement #EnterpriseNetworking #SASE 

Data center infrastructure is racing to keep up with AI’s appetite — and the numbers are staggering. According to a recent Dell'Oro Group press release, DCPI revenues jumped 18% YoY in 2Q 2025 to nearly $9B. What’s fueling the growth? 💧 Direct liquid cooling surged 156% YoY — now a standard for large AI clusters. ⚡ Smarter power distribution (busways + intelligent PDUs) rose 26%. 🔋 Large UPS systems climbed 13%, scaling with hyperscaler campuses. North America is leading, but EMEA and APAC are gearing up for the next wave. Hyperscalers and colo providers are driving 80%+ of the expansion. Cooling and power are no longer back-office considerations — they’re strategic levers for scaling AI. The winners will be those who treat infrastructure design as core to competitiveness.

The telecom equipment manufacturers talks about enterprise 5G as the next frontier. The reality is a different story. The pivot to enterprise isn't a strategic masterstroke; for many, it's a defensive move against a flat or shrinking core market in mobile operator gear. Here are the critical realities that Don Kellogg, Jake Hawkridge, and Daryl Schoolar discussed on the latest "The Week with Roger" podcast: Private 5G is a Niche, Not a Revolution. We hear impressive stats: one port doubled its cargo scanning throughput with less infrastructure. A mining company saw a 10x performance increase. But these are not mass-market solutions. They are bespoke, large-scale deployments for specific verticals with deep pockets, like logistics and mining. Don't expect your local business to spin up its own 5G network anytime soon. The 5G Core is the Industry's Biggest Bottleneck. Most advanced enterprise applications and network APIs depend on a standalone 5G core. The problem? Some operators, like AT&T and Verizon have delayed core deployment because they see no clear path to revenue to justify the investment. T-Mobile that has 5G Standalone core is still waiting to make major inroads with enterprises. US operators remain focused on the consumer business that provides over 80% of their revenue. This creates a stalemate, holding back the technical advancement of the entire ecosystem, but at the same time is rational. Why build and pay for something that until now very few businesses want to pay for. Operators Are the Wrong Sales Channel. Mobile operators are built for volume. They excel at selling millions of SIM cards and smartphones. Selling a complex, year-long private network integration for a factory is a fundamentally different business model. It requires a different mindset and sales motion that most carriers simply do not have. The technology is powerful, but the business case for widespread adoption remains unproven. The path to monetization is far from clear. What will it take to break this stalemate between operator investment and enterprise adoption? Are we placing billion-dollar bets on use cases that will only ever serve a handful of industrial giants? Here is the link to the podcast: https://bit.ly/46xFjCT Let's discuss. #5G #Telecom #Enterprise #PrivateNetworks #NetworkAPI

Ciena is redirecting its research and development (R&D) spending from residential broadband access to artificial intelligence (AI) and data center products. CEO Gary Smith announced the company will "redirect additional R&D investment" into coherent optics, routing, and other data center interconnect solutions. This strategic shift is largely due to the slower-than-expected adoption of 25G PON in the residential broadband market, where 10G remains the dominant technology. Smith explained that Ciena is seeing immense opportunity in AI workloads and is keen to heavily invest in this area. According to Dell'Oro Group VP Jimmy Yu, this move makes sense as it prevents the company from being "spread too thin" and missing out on the biggest market opportunity. In addition to traditional service providers and hyperscalers, Ciena is also seeing growing demand from "neoscalers"—a broad group that includes massive compute software players, GPU-as-a-service providers, and smaller data center operators. These companies, along with hyperscalers, are increasingly focusing on networking to support the massive data traffic generated by AI infrastructure.