Napatech Profile
We recently caught up with Danish company Napatech, a provider of DPUs and SmartNICs. From the outside they look like a module maker they are really a software company that is lucky enough to monetize through hardware.
Category Archives: Networking
ERIC in Charge
AT&T’s deal with Ericsson providers them with a big discount, but risks putting Ericsson in the driver’s seat for O-RAN, short circuiting the strategic leverage AT&T seeks with its “open” network. AT&T is playing checkers. Ericsson is playing 5D chess.
Did AT&T and Ericsson Finish off O-RAN?
AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open” networks are more likely. Either way, this is not good for O-RAN.
Global Comms Revenue Comparisons
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
Cloudflare as a leader in AI? + Q2 Results
Cloudflare reported another good quarter, and increasingly looks to be one of the bigger beneficiaries of the AI build.
Rumble on the Open RAN Boulevard
Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person in the diver bar when the fight breaks out.
Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
The (Al)lure of Ad Hoc Networks
Amazon’s Sidewalk network shows the appeal of massive ad hoc networks. It also shows how hard it is going to be to commercialize them.
A Battle in Wireless Networking Semis
There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.
Open RAN – Same as it Ever Was
Open Ran – This is not your beautiful house. This is not your beautiful car.