Networking – Page 3 – Digits to Dollars

Analyst Decoder Ring, Components, Enterprise Electronics, Networking, Roll Your Own, Silicon, The Cloud, The Valley

Ten 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…

D2D Advisory

February 15, 2022

Enterprise Electronics, Networking, The Cloud, Wireless

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.

D2D Advisory

November 10, 2021

Enterprise Electronics, Mobile Web, Net Neutrality, Networking, The Cloud

Telcos are Taking Themselves Apart

Telcos are Taking Themselves Apart – Just as the international bandwidth market has moved into the hands of Internet companies, so too are domestic, onshore wireless networks.

D2D Advisory

October 26, 2021

Analyst Decoder Ring, Google, Maps, Net Neutrality, Networking, Strategy, The Cloud, The Edge

Content is Eating Infrastructure

Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.

D2D Advisory

October 20, 2021

Analyst Decoder Ring, Enterprise Electronics, Networking, Qualcomm, Silicon, The Cloud, Wireless

Fox in the Hen House Re-match

Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20…

D2D Advisory

July 2, 2021

MWC, Networking, Qualcomm, Silicon

Our Heart is in Catalonia

Our Heart is in Catalonia – Qualcomm has some interesting new products out there – promoting software and networking in ways that are new for the company.

D2D Advisory

June 29, 2021