Tantra's Mantra with Prakash Sangam
47 episodes - English - Latest episode: 15 days ago -The podcast that goes behind and beyond the technology news headlines to explore the unheard and unseen. The topics include 5G, AI, IoT, Smartphones, Networking, Intellectual Property and others.
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Episodes
Computex 2024 and Apple WWDC - Recap and Analysis
June 25, 2024 06:45 - 45 minutes - 43.1 MBIn this episode, Leonard Lee of Next Curve joins me in discussing and analyzing the key takeaways from Computex and Apple's Worldwide Developer's Conference. Computex Buzz: CoPilot+ PCs Take Center Stage: We explore how CoPilot+ PCs overshadowed everything at Computex, show and tell of Qualcomm, the announcement of Lunarlake by Intel, Ryzen Gen3 of AMD, both powering X86-based CoPilot+ PCs, opportunities during back-to-school season, changing competitive landscape by Holiday season and mo...
CoPilot+ PCs - Samsung PC Product Head's Perspective
June 17, 2024 05:55 - 37 minutes - 31.6 MBThis is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and...
CoPilot+ PC - Samsung PC's Head's Perspective
June 17, 2024 05:55This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and...
CoPilot+ PC - Samsung PC's Head's Perspective
June 17, 2024 05:55This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and...
CoPilot+ PC - Samsung PC's Head's Perspective
June 17, 2024 05:55This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and...
TELUS CTO on Open RAN - Decision, Experience & Advice
May 31, 2024 06:27 - 25 minutes - 18.7 MBTELUS will be the first operator to use Open RAN for not only new 5G deployment but also to replace the legacy 4G network. Although the Government mandate necessitated the replacement, it was still a bold decision. TELUS will also be a multi-vendor true Open RAN deployment, with radios, cloud platform, RAN software, servers, and processors, all coming from different vendors. It expects almost 50% of the network to be Open RAN by the end of 2025. In this episode, I talk to Nazim Benhadid, C...
“Windows on Arm” Mega day – Exclusive Qualcomm VP Interview
May 20, 2024 18:56 - 36 minutes - 26.7 MBOn this landmark day for “Windows on ARM,” where over 20 AIPC models from seven OEMs powered by Snapdragon X Elite and X Plus were announced, I sit down with Nitin Kumar, Qualcomm’s VP of Product Management for compute chipsets. In this extensive discussion, we explore Qualcomm’s business strategy, the needs of PC OEMs, and the positioning of the X Series platforms. We also examine the competitive landscape, the app developer ecosystem, and more. Additionally, we delve into Copilot+, curre...
Qualcomm Snapdragon X Elite & X Plus based AIPCs - Market Impact Analysis
May 16, 2024 05:46 - 37 minutes - 37.6 MBThe PC industry is on the cusp of a revolution, with major Windows OEMs poised to launch a wave of premium Arm-based AIPCs (laptops) powered by Qualcomm's Snapdragon XElite and XPlus processors. In this episode, Leonard Lee from Next Curve and I delve deep into what makes "Windows on Arm" a game-changer this time around. We explore performance improvements, the evolving app ecosystem, the focus on AI, and more. We also discuss the competitive landscape and the delicate balancing act OEMs f...
Qualcomm Snapdragon X Elite & X Plus based ACPCs - Market Impact Analysis
May 16, 2024 05:46 - 37 minutes - 37.6 MBThe PC industry is on the cusp of a revolution, with major Windows OEMs poised to launch a wave of premium Arm-based ACPCs (laptops) powered by Qualcomm's Snapdragon XElite and XPlus processors. In this episode, Leonard Lee from Next Curve and I delve deep into what makes "Windows on Arm" a game-changer this time around. We'll explore performance improvements, the evolving app ecosystem, the focus on AI, and more. We'll also discuss the competitive landscape and the delicate balancing act ...
Adobe Summit - 2024: Expert Analysis & Key Takeaways
April 29, 2024 06:50 - 19 minutes - 18.2 MB"2023 was the year of experimentation and 2024 is the year of implementation, for Gen AI" was the clear message from the Adobe 2024 Summit. In this episode Bob O'Donnell of TEChnalysis and I delve into key takeaways from the summit and analyze how Adobe's firefly is improving the efficiency of "Digital Content Supply Chain" helping enterprises traverse their Digital Transformation journey. We also talk about Adobe's customer focus and its surprise strategic collaboration with Microsoft. ...
5G Advanced, 6G and Beyond - Discussion with Qualcomm R&D Head
March 31, 2024 08:10 - 28 minutes - 23.3 MBAfter the successful launch of eMBB, everybody is eagerly looking at the next phase of 5G. Industry observers are wondering where the subsequent growth will come from, how the mobile network operators will recoup the enormous investments they have made in deploying 5G, when the exciting applications and use cases we have discussed for years will come to fruition, and what the key enablers will be. In this long-ranging discussion with John Smee, SVP and Head of Wireless Research at Qualcomm...
Intel Foundry Event - Analysis and Key Takeaways
March 08, 2024 06:45 - 26 minutes - 24.4 MBIntel Foundry Services (IFS) marked a significant milestone on Feb 21, 2024, with its highly anticipated debut event, where the company unveiled its comprehensive strategy and roadmap. The occasion was also highlighted by the enthusiastic backing from its key customers and partners. In this episode, Bob O'Donnell, President and Chief Analyst at TECHnalysis Research, and I analyze IFS's present status. We explore the challenges and opportunities that lie ahead for them, shedding light ...
Enterprise XR market - Lenovo's View and Impact of Vision Pro
February 07, 2024 07:45 - 27 minutes - 24.2 MBApple's Vision Pro has the potential to change the XR landscape entirely because of its high-end feature set, pricing point, and ecosystem. Its impact on the consumer market is very profound. But not yet clear on the Enterprise market. In this episode, I talk to Vishal Shah, GM of XR and Metaverse business for Lenovo, about the needs of the enterprise market, the impact of Vision Pro, and how Lenovo differentiates its XR offerings.
Key takeaways from Marvell Technology Industry Analyst Day 2023
December 21, 2023 07:09 - 32 minutes - 32.8 MBIn this episode, fellow analyst Leonard Lee from Next Curve and I discuss our impressions and the key takeaways from the recently held Industry Analyst Day 2023 of Marvell Technology. Marvell executives pitched how they are well positioned to exploit the massive surge in interest in Gen AI through their custom silicon and interconnect offerings. They also talked about the roadmap for leadership in Automotive Ethernet.
Current State of RISC-V Architecture
December 04, 2023 07:19 - 36 minutes - 23.3 MBRecent market developments, like license litigations and the need for high-performance, low-power processors, have heightened the focus on RISC-V, the open standard Instruction Set Architecture (ISA).In this wide-ranging discussion with the RISC-V International CEO, Calista Redwood, I discuss where the ISA currently stands, how the ecosystem is expanding, what the challenges are, and when the market can expect RISC-V to support more complex, high-performance workloads, and be a formidable co...
Current state of LoRaWAN - Discussion with the CEO & Chairwoman of LoRa Alliance
October 03, 2023 06:38 - 27 minutes - 27.5 MBWhile everyone is looking for the proliferation of 5G IoT, LoRAWAN has been revolutionizing the low-power, long-range IoT industry for a long time. In this episode, I discuss with Donna Moore, the CEO and chairwoman of LoRa Alliance, the current state of LoRa WAN, its unique characteristics, the most suitable use cases, how it complements 5G IoT, and how the Alliance is helping the ecosystem.
Discussion on Apple's Vision Pro & its impact on the XR industry
June 27, 2023 09:15 - 33 minutes - 33.7 MBApple's announcement of the Vision Pro XR headset fundamentally changed the dynamics of the XR industry. My good friend and fellow analyst Leonard Lee from Next Curve and I discuss Apple's positioning of the device, its impact on the XR industry, especially existing players, and strategies they can utilize to compete with Apple.
Best compute architecture for vRAN / Open RAN - Marvell Tech's take
May 04, 2023 06:55 - 32 minutes - 30.7 MBAs the vRAN / Open RAN deployments are slowly ramping up, there are a lot of questions on the best compute architecture to use, especially for L-1 processing. The objective is to utilize the most power-efficient, cost-effective, and scalable option. The popular choice seems to be using optimized silicon instead of a generic CPU. In this episode, I talk to Joel Brand of Marvell Technology about why silicon optimized for radio workloads such as DSP-based accelerator is better. Joe also share...
Verizon's 5G Innovation Lab & 5G's next phase - Discussion with its VP of Device Tech.
April 17, 2023 06:25 - 25 minutes - 24 MBThis episode was recorded at Verizon's 5G Innovation Lab in San Francisco, during its inauguration event. I spoke to Brian Mecum, VP of Device Technology and Sports Innovation at Verizon, regarding the lab, partners, applications/services developed there that have become commercial, next phase of 5G for Verizon and more.
State of XR and its Future - Conversation with HTC VIVE Executive
April 06, 2023 06:57 - 35 minutes - 30.1 MBThe recent bursting of the Metaverse hype bubble has allowed the AR/VR/XR/MR discussions to be real applications, services and use cases rather than hyperbole. In this episode, I had the pleasure of speaking with Thomas Dexmier, Country Head for Australia and New Zealand at HTC VIVE. We discussed the current status of the XR market, the challenges and opportunities that it presents, as well as the exciting launch of the XR Elite headset by HTC VIVE. Additionally, we delved into the rumors...
Test & Measurement Industry and the year ahead - Lite Point CEO's views
February 13, 2023 07:47 - 28 minutes - 28.9 MBIn this episode, I talk to Brad Robbins, CEO of Lite Point, a leading test and measurement (T&M) vendor that offers mass market Wi-Fi and 5G solutions. Brad and I discuss the role of T&M in the technology/product life cycle, Lite Point's business strategy, differentiation, its Wi-Fi 7 and 6G journey, challenges in the year ahead, and more.
5G RoI concerns & what CSPs should do - Advice from IBM GM
January 20, 2023 17:35 - 30 minutes - 30.4 MBQuestions about 5G's RoI and monetization opportunities beyond smartphone and Fixed Wireless Access (FWA) market are lingering. At the same time, 5G Advanced is brewing up, and discussions on 6G are starting. In this episode, I talk to Stephen Rose, GM of IBM for Global Telco, Media, Entertainment & Distribution verticals, on what cellular operators should do and what opportunities lie ahead.
Open RAN Layer1 - Generic Compute vs. Accelerator - Marvell's View
September 12, 2022 03:04 - 26 minutes - 23.9 MBOpen RAN Layer-1 workload that performs and manages most of the radio functions is one of to critical blocks. It is highly complicated and requires real-time processing. The complexity only increases with advanced features such as massive MIMO, carrier aggregation, URLLC, etc. The debate in the industry is whether general compute or optimized accelerators are the most cost and power-efficient solutions. In this episode, I speak with Joel Brand of Marvell Semiconductor on his views on this de...
CHIPS Act – What is it, and why is it necessary? Discussion with a policy expert
August 21, 2022 05:59 - 30 minutes - 32.5 MBAfter much back and forth, the US government passed the CHIPS and Science Act of 2022. The act provides $280 billion in funding to the US semiconductor industry. A significant part of the funding (> $50 billion) goes to fab companies for establishing new fabs in the USA, bringing much-needed resiliency to the semiconductor supply chain. The remaining funding is earmarked for various foundational, long, and short-term science and technology programs. In this episode, I discuss what is inclu...
Chip supply shortage reasons & solutions - Accenture & Qualcomm views
June 09, 2022 00:10 - 37 minutes - 35.4 MBThe tech industry is reeling under one of the worst supply shortages, This is affecting almost every industry, but some such as Automotve, are affected much more severely than others. In this episode I discuss with Qualcomm's Falan Yinug and Accenture's Timothy Chu, how the global pandemic, geopolitical issues, Ukrane war, and inflation have created a perfect storm. And the reasons behind this disparity in the effects as well as possible solutions. This discussion is based on a comprehensiv...
Is BYOD as cost-effective as it seems? Find out from Oxford Economics Study
May 25, 2022 01:08 - 27 minutes - 26 MBBring Your Own Device (BYOD) has been a growing trend recently and became a norm during the pandemic. The biggest driver for this trend has been the upfront cost savings for the enterprises. A recent Oxford Economics report commissioned by Samsung analyzes the phenomenon with Total Cost of Ownership (TCO) approach and casts doubt on the perceived cost savings. In this episode, I discuss the study's findings with Chris Balcik, VP of B2B Sales at Samsung USA. Here is the link to download th...
Discussing the next phase of 5G & 6G with the President of 5G Americas
May 02, 2022 05:46 - 27 minutes - 28.3 MBIn this episode, I interview Chris Pearson, President of 5G Americas, the US cellular operator and vendor organization. The discussion includes the opportunites and challenges of 5G Americas. as well as how the next phase of 5G and 6G will take shape in the USA.
How much In-line accelerators can save you in 5G v/Open RAN deployment - Qualcomm & HPE study
April 22, 2022 02:27 - 27 minutes - 20.8 MBDiscussion with Qualcomm RAN product marketing head Gerardo Giaretta on why in-line accelerators are needed for 5G virtualized and Open RAN deployments and their collaboration announcements done at MWC 2022. For reference, check out our previous podcast and articles on the subject below: Forbes: What It Takes To Build Modern 5G Open Radio Networks (Open RAN) HPE and Qualcomm announcement signifies the role of cloud and telco collaboration in Open RAN Podcast: Qualcomm re-entering c...
How much can In-line accelerators save you in 5G v/Open RAN deployment - Qualcomm & HPE study
April 22, 2022 02:27 - 27 minutes - 20.8 MBDiscussion with Qualcomm RAN product marketing head Gerardo Giaretta on why in-line accelerators are needed for 5G virtualized and Open RAN deployments and their collaboration announcements done at MWC 2022. For reference, check out our previous podcast and articles on the subject below: Forbes: What It Takes To Build Modern 5G Open Radio Networks (Open RAN) HPE and Qualcomm announcement signifies the role of cloud and telco collaboration in Open RAN Podcast: Qualcomm re-entering cel...
Samsung Networks MWC 2022 Round Up - Discussion with its Marketing & BD Head
April 06, 2022 08:25 - 28 minutes - 26.8 MBSamsung Networks had lots of news before, during and after Mobile World Congress 2002. I go behind the headlines with its head of Marketing and Business Development, Derek Johnston to discuss what that means for the company and the industry at large. Check out this article on Samsung Networks' growth tragectery - https://bit.ly/3GSI2YY
5G Private Networks - Should you deploy them now or wait for URLLC? Chat with a CTO
March 08, 2022 08:33 - 25 minutes - 23.4 MBThe discussion about 5G Private Networks often revolves around Ultra-Reliable Low Latency Communication (URLLC) and how such networks are a perfect match. In this episode, I chat with Dr. Mehmet Yavuz, CTO, and co-founder of Celona, a leading Private Network solution provider, to answer the question, "Wait for URLLC or deploy them today?" Additionally, address the perennial question, "What does a Private cellular Network do that Wi-Fi can't."
What is the 5G mmWave deployment RoI ? Discussion with the writer of a Bell Labs Consulting report
January 11, 2022 09:03 - 29 minutes - 29 MBIn this episode, I discuss the mmWave RoI report and its specifics with its lead author Stephen Rose of Bell Labs Consulting. The discussion revolves around the methodology, findings, and the value of the report cellular operators and industry at large. As a reference, here is my article summarizing the findings of the report published on RCR Wireless News Can 5G mmWave deployments be profitable? Yes! Says Bell Labs Consulting
Exploring Managed Wi-Fi and Role of AI with CTO of Plume Design
November 22, 2021 00:04 - 38 minutes - 37.3 MBOnce famous for its simplicity, Wi-Fi has gotten increasingly complex, with many spectrum bands, (2.4 GHz, two bands of 5 GHz, 6 GHz & more to come) new topologies (e.g. Mesh), a diverse mix of devices, applications, and use cases, each requiring varied needs of speed, bandwidth, latency, etc. This has made managing even simple home Wi-Fi very difficult for the average consumer. In this podcast I talk to Bill McFarland, CTO of Plume on how managed Wi-Fi works, how it can solve the challeng...
Exploring Managed Wi-Fi and Role of AI with CTO of Plume Design
November 22, 2021 00:04 - 38 minutes - 37.3 MBOnce famous for its simplicity, Wi-Fi has gotten increasingly complex, with many spectrum bands, (2.4 GHz, two bands of 5 GHz, 6 GHz & more to come) new topologies (e.g. Mesh), a diverse mix of devices, applications, and use cases, each requiring varied needs of speed, bandwidth, latency, etc. This has made managing even simple home Wi-Fi very difficult for the average consumer. In this podcast I talk to Bill McFarland, CTO of Plume on how managed Wi-Fi works, how it can solve the challeng...
5G Advanced Deep-dive – Interview with Qualcomm R&D Lead
September 07, 2021 07:34 - 36 minutes - 33.8 MBLearn more about what, why, and how of 5G Advanced, especially regarding the new and exciting areas it is exploring—Artificial Intelligence, Full Duplex Operation, and Network Power Saving. Each of these has its challenges when it comes to standardization. I discuss with Dr. Tingfang Ji of Qualcomm what 3GPP is looking to study and standardize, including specific features and possible performance benefits. Also, check out these additional resources referenced in the podcast: Article Seri...
Is SoC Domain Consolidation inevitable for the automobile industry? Bosch & Qualcomm business heads answer
July 19, 2021 10:30 - 38 minutes - 27.4 MBWhile automobiles are being transformed from mechanical machines to electromechanical gadgets driven by SoCs and software, the trend is to move from 10s of single-function, limited-capability microcontroller-based ECUs to fewer high-performance SoC-based domain controllers. Stefan Buerkle, SVP Sales at Bosch USA, and Shyam Krishnamurthy VP & Head of Auto business at Qualcomm discuss the drivers, challenges, and the current market status of domain consolidation.
5G Advanced and beyond - Conversation with Dr. Wanshi Chen, 3GPP RAN-TSG's incoming chair
June 09, 2021 07:59 - 30 minutes - 28.5 MBA detailed discussion with the incoming chairman of 3GPP's largest group RAN - Technical Standards Group (RAN-TSG) regarding 5G Advanced and beyond, his vision for 5G evolution, his priorities, challenges, and opportunities, and how 3GPP is well poised to go beyond smartphone market into many industry verticals. Also, please check out my two ongoing article series related to 3GPP and standards: http://bit.ly/TA-Series 1 - Demystifying Cellular Patents and Licensing 2 - The Chronicl...
Xeon Scalalble 3rdGen for 5G Networking & EdgeCloud - Discussion with Jeni Panhorst, VP & GM of Intel
April 18, 2021 20:27 - 30 minutes - 20 MBAn in-depth discussion with Jeni Panhorst VP & GM of Intel, on the latest trends in the Networking and EdgeCould market, what are the challenges the ecosystem is facing, and how Intel's latest 3rd Gen Xeon Scalable processors can address them. The Xeon Scalable 3rd Gen processors were announced at a recent event titled "How Wonderful Gets Done."
Rural 5G - interview with Mike Irizarry, CTO of US Cellular
March 28, 2021 23:28 - 32 minutes - 31.7 MBDefying expectations, rural 5G is attracting a lot of attention. FCC has set up a sizable "5G Fund" to help rural cellular carriers to expand the reach of 5G in the rural parts of the country. In this episode, I discuss with Michael Irizarry - CTO of US Cellular, opportunities, challenges, and the driving forces behind rural 5G. ------------------------------------------------------------------------ Articles mentioned in the podcast: 5G FWA Broadband: A Better Option For Urbanites,...
How to expand 5G mmWave coverage with IABs
February 07, 2021 21:00 - 25 minutes - 23.6 MBSmall coverage footprint is one of the major challenges of mmWave bands. They require hyper-dense deployments to be effective. But bringing fiber backhaul to these is very expensive as well as time-consuming. Integrated Access Backhauls (IABs) introduced in 3GPP Rel. 16 solve that issue. It’s not just IABs, you will also need Self Interference Cancellation (SLIC) implemented in them to maximize the performance. In this episode, I talk to David Cutrer, CEO of Kumu Networks, the company deve...
Are Virtual and Open RANs on the path to become mainstream? An open discussion with VP of Intel 5G Infra Group
December 09, 2020 08:22 - 43 minutes - 36.9 MBIntel is a leading provider of the solutions to virtualized networks--both core and RAN. In this wide ranging discussion, I talk to Caroline Chan, VP and GM of Intel's 5G Infrastructure Division (Network Platform Group) about Intel's vRAN and Open RAN journey so far, quiz her about what makes her think the market forces are aligning to make these new architectures mainstream, and how Intel is accelerating that trend with its technologies, products and partnerships.
Qualcomm re-entering cellular infra business with 5G RAN Solutions - How, What and Why?
November 10, 2020 22:07 - 31 minutes - 22.5 MBQualcomm was a major cellular infrastructure player in the CDMA days, but only had a limited Small Cell offerings in 4G. It all changed with their recent announcement of 5G RAN solutions for virtualized and open radio networks. In this episode, I talk to Gerardo Giaretta of Qualcomm to understand the reasons behind this new development as well as the overall vRAN and Open RAN market landscape.
How to evaluate 5G patents - Views from the subject matter expert
October 14, 2020 06:49 - 27 minutes - 24.9 MBPatent evaluation is a complex process. Many industry observers usually take an easy route and use simple patent counting to decide technology or market leadership, completely disregarding the quality of the patents they hold. But when it comes to patents, we know that quality matters much more than simple quantity. In this episode I talk to the head of a leading patent evaluation firm Patent Sight William Mansfield regarding patent quality vs. quantity, the patent evaluation process, and mo...
The status and progress toward Open and Virtualized 5G RAN - Discussion with Alok Shah, VP - Samsung Networks
September 01, 2020 03:39 - 26 minutes - 19.4 MBAfter many years of discussions and token deployments, Open and virtualized RAN (Open RAN and vRAN) architectures are seeing lot of market interest and traction. In this interview podcast, we discuss their suitability for 5G, drivers, current status, and future trends, as well details about Samsung's recently announced Open and vRAN offerings.
Role of 5G and AI in robotics - A perspective from Qualcomm's business head
July 10, 2020 07:29 - 35 minutes - 31.9 MBThe cosmic combination of 5G and AI will play a key role in the future of robotics. In this interview with Dev Singh, the head of robotics business at Qualcomm, I go behind the market speak and hyperbole to discuss the current trends, exciting applications and services they are currently working on, and how their recently announced cutting edge robotics platform, RB5, will deliver on the promise of industry 4.0.
Is owning lots of 5G patents equal to 5G technology leadership?
June 20, 2020 08:06 - 12 minutes - 12.7 MBA recent report ranked the global telecom companies based on how many 5G Standard Essential Patents (SEPs) each of those companies owned. Many industry observers and media wrongly equate patent holding to technology leadership. This podcast takes a deep dive into the perils of simple “patent counting” and explains how SEP designation works. It also explores why patent quality is more important than quantity, and what are the best ways to evaluate patents. Links referred in the podcast: Dem...
Open RAN Policy Coalition - Is this US Govt's effort to neutralize Huawei in 5G?
May 21, 2020 09:46 - 14 minutes - 19.1 MBExploring the motivations behind the formation of this new group Open RAN Policy Coalition and the prognosis for 5G infrastructure business in the USA, in view of security concerns and Huawei ban. The coalition includes who's who of US Tech industry -- Cloud giants, Compute majors, Chipset leaders, and Global Operators.