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.
Category Archives: Networking
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.
Mobile World Congress 2023 Preview
We are going to Barcelona for MWC. This is what we plan to learn about:
* Open RAN
* Cellular modem penetration beyond phones
* Cellular connectivity in cars and auto makers’ changing relationships with chip vendors
* The state of the wireless standards
Intel Mobile Deja Vu
The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.
Google Stadia RIP
Google missed a big opportunity with Stadia, it just wasn’t the one they were pursuing. We will gladly take GCP off their hands.
The Photonics Football
Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.