Category: Google
Posted Date:
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What do the Hyperscalers Want?
In the semis landscape, when we talk about the hyperscalers we tend to focus on chip performance and power. Instead we should look at what problem they are really trying to solve…
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Coming Soon: Android on RISC V
We sat through 3 presentations listing a litany of woes that come with porting Android to RISC V. We came out more convinced than before that this will be a reality, and…
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How Productive Are We?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in…
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Apple M3 and the State of CPUs
Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is…
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Global Comms Revenue Comparisons
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
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Does Qualcomm’s new RISC V chip matter?
Qualcomm just launched a RISC V chip running a version of Android (Wear OS). Is this just a small project in an out-of-the-way market? Or is the sign of some bigger ambition?
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Semis Top Five
We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive: 1. ADI & TI 2. QCOM…
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Google Stadia RIP
Google missed a big opportunity with Stadia, it just wasn’t the one they were pursuing. We will gladly take GCP off their hands.
