Category: Strategy
Posted Date:
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How (Will) AI Reshape the Data Center?
The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider,…
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Revenge of the CFO – AI Edition
What does the proverbial Box Company need AI for right now? For non-technical companies is now the right time to invest in AI systems or is better to wait until the technology…
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Keeping up with the Li’s
To stay competitive in leading edge semis fabs, companies need to generate roughly double the cost of a fab in revenue. By this math Intel is cutting it pretty closely. It also…
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HPE + Juniper = ?
HPE is acquiring Juniper in a deal that is hard to parse. Juniper has been stuck on a treadmill for so long, and its business model look fated to resemble HPE’s more…
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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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Intel Sales – Choose Your Adventure
How will Intel’s sales team adjust to the company’s new accounting scheme? A lot rides on this seemingly small change in accounting.
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How to Software: A Guide for New CEOs
Dear Hardware CEO, Welcome to your new role. We have a few suggestions on how you can transition your company from pure hardware to a software solution….
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It’s the Software…
Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means…
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Intel – 28 Months Later
Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of…
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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…
