Eric Hanselman is the chief analyst at S&P Global Market Intelligence. He coordinates industry analysis across the broad portfolio of technology, media and telecommunications research disciplines, with an extensive, hands-on understanding of a range of subject areas, including information security, networks and semiconductors and their intersection in areas such as SDN/NFV, 5G and edge computing. Eric helps S&P Global’s clients navigate these turbulent waters and capitalize on potential outcomes. He is a member of the Institute of Electrical and Electronics Engineers, a Certified Information Systems Security Professional and a VMware Certified Professional. He is also a frequent speaker at leading industry conferences and hosts the Next in Tech technology podcast.
Its heightened global reach due to the integration of its acquisition of Masergy in 2021 and a strong foundation in secure networking gives Comcast Business the means to contend for large enterprise contracts, both within the US and internationally. It's an ongoing evolution from the company's roots serving smaller businesses.
At its Analyst Summit 2024, the company showcased its latest 50G passive optical network and fiber-to-the-room technologies, aiming to outpace competitors. With AI's role in 5G at the forefront, Huawei painted a futuristic datacenter scenario to meet AI's insatiable demands.
The company's share price has increased by almost 200% in the last 12 months on the expectation that AI will return it to growth and accelerate its importance as a foundational component. Dell's challenge now is to meet demand with development and innovation across hardware and software stacks.
Over 41,000 attendees came to San Francisco for the 2024 edition of the RSA Conference US in May, on par with its most successful years before the pandemic. While our data indicates that security budgets remain positive, vendors must face changing economic and technological realities.
The ability of Kubernetes to combine processing power from multiple physical hosts into massive compute clusters is just one reason for its popularity as an engine for LLM training. Other themes at the recent KubeCon + CloudNativeCon Europe included the growing adoption of platform engineering, the evolution of open-source licensing and the impact of recent changes to the VMware portfolio.
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