Snapdragon Summit showed how persistent context, sensory wearables and heterogeneous software could connect the endpoints brought together by Qualcomm’s broader diversification strategy The first day of Snapdragon Summit provided a …
Sean Kinney, Principal Analyst
Sean Kinney, Principal Analyst
Sean focuses on multiple subject areas including 5G, Open RAN, hybrid cloud, edge computing, and Industry 4.0. He also hosts Arden Media's podcast Will 5G Change the World? Prior to his work at RCR, Sean studied journalism and literature at the University of Mississippi then spent six years based in Key West, Florida, working as a reporter for the Miami Herald Media Company. He currently lives in Fayetteville, Arkansas.
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Qualcomm has spent years taking its mobile tech into automotive, IoT, PCs and now data centers; agentic AI is the thread that connects those businesses Qualcomm’s diversification strategy has historically …
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AI infrastructure investment continues to accelerate; the next big question is how to turn this capex supercycle into repeatable, monetizable business outcomes — and what role will telecoms play? The telecoms …
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As agentic AI becomes a primary consumer of network capabilities, telecom infrastructure has to evolve from connecting applications to infrastructure that machines can discover, provision, secure and consume For most …
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Networks optimized for delivering content to people may need to be rebalanced for machines sending the physical world to AI For most of the mobile broadband era, network traffic has …
- Analyst Angle
Research note: As physical AI ramps, T-Mobile US sees the network as part of the compute stack
As AI moves from generating information to controlling machines, T-Mobile US regards low-latency wireless, edge inference and eventually 6G as creating a new role for the carrier network We’ve covered …
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As AI moves from generating content to taking action in the physical world, T-Mobile US sees deterministic connectivity, distributed compute and AI-native networks as a path to capturing new value …
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Verizon is positioning long-haul fiber and legacy central offices for two phases of the AI infrastructure buildout: connecting distributed data centers today, then supporting inference closer to network endpoints The …
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As the center of AI gravity shifts from training to inference, AT&T is positioning its fiber network as connecting AI infrastructure to enterprises and physical systems The first phase of …
- Analyst Angle
Research note: Dell, Broadcom earnings show AI is entering its industrialization phase
AI infrastructure demand is broadening from accelerators into full-stack systems, while custom silicon is becoming a meaningful counterweight to merchant GPUs First things first, Dell Technologies and Broadcom this week …