Global Comms Revenue Comparisons
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.
Category Archives: The Edge
Rumble on the Open RAN Boulevard
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.
The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
Custom Silicon and Start-ups
The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.
Pioneers are the ones with arrows in them
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.
Content is Eating Infrastructure
Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.
What we need is another standard
What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.
Do Nvidia’s competitors want it to fail with Arm?
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.
What if you threw a WAN Party but no one logged on?
What if you threw a WAN Party on no one logged on? Cloud gaming sounds great on paper, but the details matter. Candy Crush does not need it, and Call of Duty does not want it. How are we going to get it all to work?