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Tag Archives: AWS

The Disarticulation of the Telcos – Revisited

March 7, 2023by D/D Advisors Leave a comment

The Cloud Vendors continue to push hard to win business running the Telco’s core networks. Azure now claims they can reduce carrier opex by 40%. If true, this will push a lot of operators into the warm embrace of the Cloud.

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MWC

Semis Top Five

February 3, 2023by D/D Advisors 1 Comment

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon
brown wooden mouse trap with cheese bait on top

Why is Amazon building CPUs?

August 16, 2022by D/D Advisors 6 Comments

AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.

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Enterprise Electronics, Roll Your Own, Silicon

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

The Return of the Conglomerate?

May 20, 2022by D/D Advisors 1 Comment

Fifty years ago the Street fell in love with diverse conglomerates like Gulf + Western. How different are the sprawling operations of the major Internet companies today?

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Analyst Decoder Ring, Google, Stocks, Strategy

Semis read through from Amazon’s earnings

May 5, 2022by D/D Advisors 2 Comments

There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth remembering that we tend to take data center growth for granted.

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Analyst Decoder Ring, Silicon, The Cloud

Benchmarking Arm in the Data Center

April 21, 2022by D/D Advisors Leave a comment

Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.

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Analyst Decoder Ring, Components, Enterprise Electronics, Roll Your Own, Silicon

Making all the chips

April 19, 2022by D/D Advisors Leave a comment

The cloud service providers – AWS, GCP and Azure – have to support the software of all their customers, this complicates the case for them building their own chips.

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Google, Roll Your Own, Silicon

DISH jumps into AWS’s Cloud

March 22, 2022by D/D Advisors 1 Comment

AWS has published a long post on how they are building the core network for DISH’s 5G network. It is dense but offers a clear roadmap for other telcos’ move to the Cloud. If they dare.

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Analyst Decoder Ring, Net Neutrality, Networking, Wireless

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D/D Advisors Leave a comment

MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.

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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, Wireless

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