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Podcasts
Who Will Build the AI Boom? Solving America’s Skilled Labor Crisis with Mike Greenawalt of the Greenawalt Foundation
In this episode, Mike Greenawalt, former CEO of Rosendin and founder of the Greenawalt Foundation, shares how his journey from electrical apprentice to leading one of the nation’s largest electrical …
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Analyst AngleIndustry 4.0Internet of Things (IoT)IoT
How RFID-integrated mobile devices boost efficiency and reduce cost (Analyst Angle)
RFID-enabled smartphones and tablets are moving inventory tracking beyond dedicated scanning rounds, allowing workers to update stock continuously while improving accuracy, productivity and cost efficiency across retail, logistics and other …
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From the newsletter (September 29; sign-up or follow if you want it sooner): AI is fuelling a networking infrastructure boom, with Corning scaling fiber production to meet demand, while new …
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The 5G correction is over, but growth is confined to AI RAN In sum – what we know: The radio access network market will stay essentially flat through 2030, but …
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AI InfrastructureCarriersNetwork Infrastructure
AT&T shores up $3bn fiber supplies with Corning – as telcos get ‘supercycle’ fever
AT&T has signed a $3 billion-plus fiber supply deal with Corning, adding to a string of major commitments as AI data-center construction tightens optical supply and telcos bulk up their …
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Data CenterAI InfrastructureNetworks
Coherent targets next phase of AIDC connectivity with PhotonLink
In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple …
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