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Category Archives: Google

Semis Top Five

February 3, 2023by D/D Advisors Leave a comment

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon
chessboard with chess pieces and game of cards

Google Stadia RIP

October 6, 2022by D/D Advisors Leave a comment

Google missed a big opportunity with Stadia, it just wasn’t the one they were pursuing. We will gladly take GCP off their hands.

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Appconomy, Gaming, Google, Networking

Semis for Everyone?

July 14, 2022by D/D Advisors Leave a comment

Google is promoting the growth of open source tools for designing semis. The science fiction version of this story leads to everyone designing chips, the reality is going to be much narrower, but still means many more companies designing their own semis.

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Google, Roll Your Own, Silicon

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D/D Advisors 1 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 1 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

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  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

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