Friday, May 28, 2021

US's campaign against Huawei has opened the $35B/year cellular equipment market, giving rise to new players and helping US's bid to counter China's 5G dominance (Stu Woo/Wall Street Journal)

Stu Woo / Wall Street Journal:
US's campaign against Huawei has opened the $35B/year cellular equipment market, giving rise to new players and helping US's bid to counter China's 5G dominance  —  The U.S. campaign against Huawei has opened the cellular-equipment market to a host of new players that previously didn't seem to have much of a chance



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...