The Return of the Conglomerate?
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?
Tag Archives: AWS
Semis read through from Amazon’s earnings
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.
Benchmarking Arm in the Data Center
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.
Making all the chips
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.
DISH jumps into AWS’s Cloud
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.
Vicarious MWC – The Fight Over Open RAN
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.
New Amazon Chips
AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).
Is the Cloud Your Friend
Is the Cloud Your Friend? – The big cloud service providers are buying up the world’s communications infrastructure and they are funding those purchases by the enormous profits they make on their core services. Hard to see this trend going on indefinitely
MWC 2021 Wrap-Up
MWC 2021 Wrap-Up – Despite MWC’s minimalist approach this year, there was still a fair amount of news this year – largely in the software realm as the Cloud eats Telco and Open RAN starts to come into its own.
Just add AI
Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.
Digits to Dollars 