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The Evolving Communications Infrastructure Landscape – Fiber, Broadband, 5G, the Edge & Beyond

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.

Energy Transition, Part VII: How to Spend It – Electric Grid and Communications Infrastructure

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…

5G
Surveying the 5G Landscape: A Sector View of What’s to Come

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.

One Vision, Many Paths; Defining “True” 5G

“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 cell service providers,

Compound Semiconductors: The Crown Joule Of High Voltage

THE COWEN INSIGHT Efficient high-voltage power conversion/transmission is a gating factor to clean energy adoption in multiple industries. Compound semiconductors will capture and create value by both accelerating adoption of these applications and disrupting the current analog/mixed signal ecosystem. We examine the burgeoning compound semiconductor market, in particular Silicon Carbide (SiC) and Gallium Nitride (GaN).

Livin on the Edge, Part 1: Evolving Tomorrow’s Internet

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…

Livin on the Edge, Part 5: Enabling & Empowering Locally

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…

Livin on the Edge, Part 3: Storage & Networking

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…

Leaders, Legends & Luminaries: Conversation with Tom Leighton, CEO & Co-Founder, Akamai

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 the early days of the company, and building and maintaining company culture. They also speak about pivotal…

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