Category: Networking
Posted Date:
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Napatech Profile
We recently caught up with Danish company Napatech, a provider of DPUs and SmartNICs. From the outside they look like a module maker they are really a software company that is lucky…
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ERIC in Charge
AT&T’s deal with Ericsson providers them with a big discount, but risks putting Ericsson in the driver’s seat for O-RAN, short circuiting the strategic leverage AT&T seeks with its “open” network. AT&T…
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Did AT&T and Ericsson Finish off O-RAN?
AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open”…
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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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Cloudflare as a leader in AI? + Q2 Results
Cloudflare reported another good quarter, and increasingly looks to be one of the bigger beneficiaries of the AI build.
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Rumble on the Open RAN Boulevard
Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person…
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Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
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The (Al)lure of Ad Hoc Networks
Amazon’s Sidewalk network shows the appeal of massive ad hoc networks. It also shows how hard it is going to be to commercialize them.
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A Battle in Wireless Networking Semis
There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of…
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Open RAN – Same as it Ever Was
Open Ran – This is not your beautiful house. This is not your beautiful car.
