Eye of the Beholder: Nvidia to acquire Cumulus
Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.
Category Archives: The Cloud
Fox in the Hen House – Intel and the Telcom Standards
The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.
Gaming – Networking becomes a competitive advantage
We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]
Amazon enters the ARM Server fray
Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]
Trouble for Intel in the Data Center?
Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to […]
Making Money from Data
We hear a lot about ‘the value of data’ (including here) and how companies need to monetize their data better. And how every company needs to go out and hire […]
The Origin of My Post on Slouching
I am particularly proud of my last post “Slouching Towards the Cloud”, because I was finally able to put words to ideas that had been ticking around my head for […]
