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Category Archives: The Edge

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

Custom Silicon and Start-ups

July 12, 2022by D/D Advisors Leave a comment

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.

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Autonomous Vehicles, Enterprise Electronics, Roll Your Own, Silicon, The Edge

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

Content is Eating Infrastructure

October 20, 2021by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, Google, Maps, Net Neutrality, Networking, Strategy, The Cloud, The Edge

What we need is another standard

February 26, 2021by D/D Advisors Leave a comment

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.

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Networking, The Edge, Wireless

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.

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

What if you threw a WAN Party but no one logged on?

July 24, 2020by D/D Advisors Leave a comment

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?

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eSports, Gaming, Home Networking, Strategy, The Edge

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