Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Category Archives: The Cloud

Cracks in the Firmament

December 17, 2020by D/D Advisors 1 Comment

Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.

Read Article →
Analyst Decoder Ring, Components, Enterprise Electronics, Silicon, The Cloud

Duct Tape and Data Centers

November 10, 2020by D/D Advisors Leave a comment

Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.

Read Article →
China, Components, Enterprise Electronics, Google, Silicon, The Cloud

Do Nvidia’s competitors want it to fail with Arm?

November 4, 2020by D/D Advisors Leave a comment

Do Nvidia’s competitors want it to buy Arm? Chip companies are worried that Nvidia will be successful with Arm, but they are much more worried that Nvidia fails putting an immense burden on an industry that depends on Arm.

Read Article →
Analyst Decoder Ring, Autonomous Vehicles, Components, M&A, Networking, Qualcomm, The Cloud, The Edge

Edge gaming components

August 4, 2020by D/D Advisors Leave a comment

Edge gaming components – it takes a village to build an edge gaming ecosystem – the platform owners need access to gaming titles, an audience, the ability to support massive networking infrastructure and a host of software tools.

Read Article →
Appconomy, eSports, Gaming, The Cloud

Hardware for the Edge

July 1, 2020by D/D Advisors Leave a comment

Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.

Read Article →
AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The Cloud

Eye of the Beholder: Nvidia to acquire Cumulus

May 6, 2020by D/D Advisors 1 Comment

Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.

Read Article →
Components, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy, The Cloud

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

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.

Read Article →
Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

Gaming – Networking becomes a competitive advantage

March 26, 2019by D/D Advisors 3 Comments

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 […]

Read Article →
eSports, Google, Net Neutrality, Strategy, The Cloud

Amazon enters the ARM Server fray

December 7, 2018by D/D Advisors 1 Comment

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, […]

Read Article →
Silicon, Strategy, The Cloud

Trouble for Intel in the Data Center?

August 14, 2018by D/D Advisors 2 Comments

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 […]

Read Article →
Silicon, Stocks, The Cloud

Post navigation

1 2 Next →

Buy our book!

A Practical Guide to IPOs

Enter your email address to follow this blog and receive notifications of new posts by email.

Recent Posts

  • Mobile IP: Don’t hate the player, hate the game
  • The Handset Industry is a Flat Circle
  • More fun with acronyms: SD-WAN and SASE
  • A Bridge Too Far: Financial Modeling
  • Intel 2.0’s customer dilemma

Analyst Decoder Ring Android Appconomy Apple blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking iOS IoT IPO M&A Management Mobile Ads Mobile OS Mobile Web MWC Networking Qualcomm Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com
Blog at WordPress.com.
Digits to Dollars
Blog at WordPress.com.
Cancel

 
Loading Comments...
Comment
    ×