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Category Archives: Google

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D/D Advisors Leave a comment

We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.

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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud

The Return of the Conglomerate?

May 20, 2022by D/D Advisors Leave a comment

Fifty years ago the Street fell in love with diverse conglomerates like Gulf + Western. How different are the sprawling operations of the major Internet companies today?

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Analyst Decoder Ring, Google, Stocks, Strategy

Pioneers are the ones with arrows in them

May 12, 2022by D/D Advisors Leave a comment

MobiledgeX has reportedly been acquired by Google for a modest price. This demonstrates the challenges that small, innovative companies are starting to face when going up against the Giants.

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Google, The Cloud, The Edge

Networking: The More Things Change…

April 27, 2022by D/D Advisors Leave a comment

Google’s new Aquila protocol is interesting because it begs the question what do they need it for? But it also harkens back to the days of packet switched networks, in an ironic sort of way.

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Google, Networking, The Cloud

Keeping up with Google Semiconductor

April 26, 2022by D/D Advisors 4 Comments

Google has a new chip – the TiN – for networking. An interesting chip in its own right but we also see it as a sign that Google is creating tools that let any software coder design a chip. And if Google can do it, maybe everyone else will too. Someday.

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Google, Networking, Roll Your Own

Making all the chips

April 19, 2022by D/D Advisors Leave a comment

The cloud service providers – AWS, GCP and Azure – have to support the software of all their customers, this complicates the case for them building their own chips.

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Google, Roll Your Own, Silicon

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, Wireless

Did Aliens Build the Pyramids?

October 29, 2021by D/D Advisors Leave a comment

Did Aliens Build the Pyramids? – Did Ali really build its own CPU? It looks like they got help from a few outside parties which just shows that designing chips, especially CPUs, is still hard.

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Google, Roll Your Own, Silicon, The Cloud

Is the Cloud Your Friend

October 28, 2021by D/D Advisors Leave a comment

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

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Analyst Decoder Ring, Enterprise Electronics, Google, Net Neutrality, The Cloud

Content is Eating Infrastructure

October 20, 2021by D/D Advisors 2 Comments

Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.

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Analyst Decoder Ring, Google, Maps, Net Neutrality, Networking, Strategy, The Cloud, The Edge

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