Category: Enterprise Electronics
Posted Date:
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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud
Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
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Who needs a Private Network?
Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.
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Benchmarking Arm in the Data Center
Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.
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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, WirelessVicarious MWC – The Fight Over Open RAN
MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably…
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MWC 2022 – Living Vicariously
Qualcomm put out 16 press releases ahead of MWC – lots of intriguing things going on – especially around their new RF+AI products and the company’s renewed interest in mobile infrastructure.
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Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, SiliconMy Enemy’s Enemy Will Still Eat My Lunch
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is…
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Disties and the Hard Road Ahead
The semis industry is more than just big companies selling chips to big companies. There is a wide network of distributors and value-added re-sellers in the middle, and the supply chain disruption…
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Analyst Decoder Ring, Components, Enterprise Electronics, Networking, Roll Your Own, Silicon, The Cloud, The ValleyTen Lessons from Google’s TPU
Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help…
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New Amazon Chips
AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own…
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We’re from the telco, and we’re here to design software
Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.
