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