The idea of personal area networks has been around for a long time, but advances in technologies and transmission technologies, like those from Ixana, offer a glimmer of hope that consumer electronics could be exciting again someday.
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” networks are more likely. Either way, this is not good for O-RAN.
Can stand-alone semis companies survive and grow into platform giants? The path is there, but it is very hard to reach that goal.
The market for AI Edge Inference may not monetize well for the semis vendors.
Marvell has immense talent and a wide range of capabilities. But it is not clear how that all hangs together. It is hard to see Marvell as an independent company five years from now.
So long as AMD has better GPUs than Intel and better CPUs than Nvidia they should have a seat at the table in the market for data center processors.
Elliott Investments has started an activist campaign against Crown Castle. They are a serious firm and came prepared. CCI’s management has a tough fight in store.
The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?