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.
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.