Benchmarking Arm in the Data Center
Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.
Category Archives: Analyst Decoder Ring
Hard vs. Soft – With Math
Despite conventional wisdom, building a software company can be just as capital intensive a building a semis company. With the huge disparity in valuations at every venture round, it is clear that there can be a massive opportunity in semis investing.
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 the very powerful wave washing through the market for compute semis。
DISH jumps into AWS’s Cloud
AWS has published a long post on how they are building the core network for DISH’s 5G network. It is dense but offers a clear roadmap for other telcos’ move to the Cloud. If they dare.
The Shrinking of Arm
Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.
MWC 2022 – Qualcomm Re-enters Infrastructure
At MWC Qualcomm made many announcements about wireless infrastructure – not their typical market. We think they are building a software ecosystem around their chips, to promote adoption of mmWave, and preparing the way for future products.
Vicarious 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 Microsoft Azure.
Vicarious MWC – The Power of a Single Hyphen
Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between Modem and RF.
MWC 2022 – Living Vicariously
Qualcomm put out 16 press releases ahead of MWC – lots of intriguing things going on – especially around their new RF+AI products and the company’s renewed interest in mobile infrastructure.
What is Intel Fighting to Achieve?
Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.