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Tag Archives: AWS

Choose Your Fighter

February 25, 2021by D/D Advisors 6 Comments

Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.

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eSports, Gaming, Google, Networking

Google close Stadia Studios

February 12, 2021by D/D Advisors Leave a comment

Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.

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Gaming, Google, Strategy

Cracks in the Firmament

December 17, 2020by D/D Advisors 1 Comment

Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon, The Cloud

Amazon AI Assemble

December 8, 2020by D/D Advisors 1 Comment

Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.

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China, Components, Enterprise Electronics, Silicon

Duct Tape and Data Centers

November 10, 2020by D/D Advisors Leave a comment

Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.

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China, Components, Enterprise Electronics, Google, Silicon, The Cloud

Intel Follow-Up – Data Centers

June 17, 2020by D/D Advisors 5 Comments

Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.

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Components, Enterprise Electronics, Management, Stocks, Strategy, The Street

Gaming – Networking becomes a competitive advantage

March 26, 2019by D/D Advisors 3 Comments

We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]

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eSports, Google, Net Neutrality, Strategy, The Cloud

Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)

January 16, 2019by D/D Advisors Leave a comment

Late in December, Cisco announced that it would acquire Luxtera a maker of silicon photonics parts. Luxtera is a cool company. They make ‘silicon photonics’, networking gear that combines the […]

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Components, Networking, Silicon

Amazon enters the ARM Server fray

December 7, 2018by D/D Advisors 1 Comment

Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]

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Silicon, Strategy, The Cloud

Talking my book on Amazon

July 27, 2014by D/D Advisors Leave a comment

Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is […]

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Mobile Web, Stocks, The Cloud, The Street, The Valley

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