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Category Archives: The Cloud

Chips as a Service?

October 20, 2022by D/D Advisors 2 Comments

Lots of people think chip companies should build “services” businesses to capture more value. The list of companies that have accomplished this is very close to zero.

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Multiverse, Roll Your Own, Silicon, Strategy, The Cloud

The Changing Face of Compute

August 1, 2022by D/D Advisors 6 Comments

A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.

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Autonomous Vehicles, Enterprise Electronics, Qualcomm, Roll Your Own, Strategy, The Cloud, The Edge

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

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

Semis read through from Amazon’s earnings

May 5, 2022by D/D Advisors 2 Comments

There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth remembering that we tend to take data center growth for granted.

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Analyst Decoder Ring, Silicon, The Cloud

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

Wave of Computation

March 24, 2022by D/D Advisors Leave a comment

Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。

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Analyst Decoder Ring, Roll Your Own, Silicon, The Cloud

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

Ten Lessons from Google’s TPU

February 15, 2022by D/D Advisors Leave a comment

Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.

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Analyst Decoder Ring, Components, Enterprise Electronics, Networking, Roll Your Own, Silicon, The Cloud, The Valley

We’re from the telco, and we’re here to design software

November 10, 2021by D/D Advisors 3 Comments

Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.

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Enterprise Electronics, Networking, The Cloud, Wireless

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