Back to the Basics Beyond the national security debate, telecom auction bids, and Telecom Act micromanagement of our networks, a new entente is arising to use the technologies of 5G and WiFi 6 in private applications — from factory floors and hospitals, to malls and stadia. Heard of ASOCS, Affirmed Networks, Mist AI, Wave-In Communications, and Inventec Data Center Solutions? Starting in Taiwan, these companies are joining to launch smart manufacturing production lines to achieve what is called “industry 4.0” standards. This is the next generation of manufacturing based on intelligent, just-in-time, sensor-based wireless automation and robotics — with components always available in real time, delivered by transport vessels wirelessly guided, and with information delivered to workers at the point they need to use it. In Inventec’s plant in Taoyuan Guishan, Taiwan, automatic optical inspection systems, linked by ASOCS 5G wireless systems, increased manufacturing yields by some 14% from the outset. ASOCS CEO Gilad Garon said he didn’t want to wait for all the pettyfogging governments to get in line before he started delivering “immediate and tangible value” with standalone 5G. ASOCS’ on-premise mobile cloud is an open solution using standard hardware mostly based on Intel chips. Affirmed, of Acton, MA, provides software for network function virtualization (NFV) in the cloud for any “G” wireless protocols. It’s been proved out in more than 100 networks in 80 countries. While the world huffs and puffs about Huawei, the company affirmed it is doing its own 5G. Wave-In, of Taiwan, is Inventec’s system integrator. And what about 128 Technology? My telecom guide Daniel Berninger points to this Massachusetts firm as a leader in offering AI-based security and connectivity along with a Silicon Valley company called Mist AI. They do Radio Resource Management (RRM) for private deployments of 5G technology. RRM manages wireless complexities that cannot be handled by simple device-to-device models. Addressed is co-channel interference and other radio transmission noise in demanding domains such as factory floors and city streets. Controlled are parameters such as transmit power, beamforming, data rates, handover rules, modulation schemes, and error coding. Mist, Affirmed, 128 Technology, ASOCS and Inventec are spurring an industry breakthrough from first generation wide area network technology from branch-to-cloud to a modern AI-driven network that operates robustly from client-to-cloud. Top U.S. Economist George Gilder Makes New Prediction Today’s Prophecy Well, I hadn’t heard of some of these new paradigm companies either before several were snapped up by the industry leviathans. Affirmed is now part of Microsoft, and Juniper Networks has purchased Mist and 128 Technologies. ASOCS is an Israeli company (I chair its advisory board), and for all I know it is being pursued as well. While all of us are surrounded on all sides by noise, entrepreneurs around the globe continue to distill new signals of opportunity. Even though it has been a hard month, I continue to pursue the emerging paradigms of an emerging new world. Life After Capitalism continues to take shape, as information theory defines the future of economics and technology, invention and investment, knowledge and power. Regards, George Gilder Editor, Gilder's Daily Prophecy P.S. Please take a moment and watch this brief video my friend and colleague Graham Summers recorded. What he reveals on camera is an opportunity to collect BIG GAINS from the market in a very short period of time (under 2 hours!). He calls these 2-hour profit windows “Lunchtime Trades,” and I want you to see his technique before it gets taken offline forever this Sunday, October 25th, at midnight. So, click this link and check it out for yourself! |
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