Category: The Cloud
Posted Date:
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Semis read through from Amazon’s earnings
There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth…
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Networking: The More Things Change…
Google’s new Aquila protocol is interesting because it begs the question what do they need it for? But it also harkens back to the days of packet switched networks, in an ironic…
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Wave of Computation
Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows…
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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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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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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.
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Did Aliens Build the Pyramids?
Did Aliens Build the Pyramids? – Did Ali really build its own CPU? It looks like they got help from a few outside parties which just shows that designing chips, especially CPUs,…
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Is the Cloud Your Friend
Is the Cloud Your Friend? – The big cloud service providers are buying up the world’s communications infrastructure and they are funding those purchases by the enormous profits they make on their…
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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.
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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.
