AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).
Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.
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 core services. Hard to see this trend going on indefinitely
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.
FUD, Channel, Software and Prices – Intel looks to be reaching the end of its competitive response playbook – cutting prices on their flagship products is not a good look for the company/
Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.
Pretty much everyone. We have been doing a lot of work lately on in-house silicon, most recently with our post on Google’s VCU. And it got us thinking about who […]
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.