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.
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.
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.
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.
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 reported another good quarter, and increasingly looks to be one of the bigger beneficiaries of the AI build.
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.
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
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.
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 – This is not your beautiful house. This is not your beautiful car.