Edward Rubin, Managing Director, Technology, Media Telecom, who leads Cowen’s Communications Infrastructure investment banking effort writes an article for InterGlobix about the evolution of the sector from the early 2000s to today. He explores how disruptive technologies have shaped the landscape and the role of growth-oriented middle-market companies in the middle of the U.S.
26 Search Results for “5g”
Vinni Trehan is a Managing Director in Cowen’s investment banking group, specializing in the networking and communications sectors.
Edge Computing’s initial…
5G has the…
One of the most exciting themes across TMT that is coming is the highly compelling yet unknown transformational impacts of 5G. In this report, we provide a framework for how to start thinking about 5G including key attributes, expected roll-outs, and potential use cases, as well as 19 detailed responses from companies across TMT to a 5G-focused questionnaire we administered late last year.
“True” 5G is expected to expand the use case of a wireless network meaningfully. This, however, will require significant investment in SA (standalone) 5G equipment, edge nodes/C-RAN, optical infra., small cells, and mmWave spectrum, which remains early going. The best way to invest in 5G at this still early stage is fiber/small…
The Cowen Insight We present our proprietary analysis of electric grid CapEx with the initiation of coverage for electric grid and communications infrastructure (EC). We see an inflection in infrastructure spending approaching, particularly for the electric grid and communications. This creates a very attractive backdrop for EC services. With the help of Cowens TMT and Washington…
This is part one of a five part series on edge computing with a focus on communications services and cloud/internet. THE COWEN INSIGHT The next wave of computing is coming to the edge. Just as the cloud moved processing, networking, storage, memory, and software into centralized locations, edge computing will bring these resources back closer to the…
This is part five of a five part series on edge computing with a focus on end-devices services enabled by edge computing. THE COWEN INSIGHT The next wave of computing is coming to the edge. Just as the cloud moved processing, networking, storage, memory, and software into centralized locations, edge computing will bring these resources back…
This is part three of a five part series on edge computing with a focus on storage and networking. THE COWEN INSIGHT Edge computing will spur storage and networking investment outside of traditional data center architectures. Decentralized compute resources at the edge will fuel demand for data fabric enablers and low-latency storage solutions. Burgeoning demand for…
Cowen · Cowen Insights | The Birth Future of AkamaiListen on Apple PodcastsListen on SpotifyListen on SoundCloud Tom Leighton, CEO Co-Founder of Akamai speaks with Colby Syneseal, Cowen Communications Infrastructure and Telecom Services Analyst on this podcast episode. They discuss Tom’s experience as a professor, founding Akamai with co-founder Daniel Lewin, lessons learned in…
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