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
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 missed a big opportunity with Stadia, it just wasn’t the one they were pursuing. We will gladly take GCP off their hands.
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.
Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]
Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.
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.
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.
AWS has published a long post on how they are building the core network for DISH’s 5G network. It is dense but offers a clear roadmap for other telcos’ move to the Cloud. If they dare.
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.