More fun with acronyms: SD-WAN and SASE – An interesting corner of networking that could (maybe) become very important.
The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.
Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.
Who is Going to Build Small Cells? – There is a rising crop of start-ups looking to provide small cells for private networks and mmWave systems – they may actually have a chance of succeeding and cracking open the telecom equipment space.
Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.
Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.
What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but also, call ALL your suppliers, just to double check.