What do the Hyperscalers Want?
In the semis landscape, when we talk about the hyperscalers we tend to focus on chip performance and power. Instead we should look at what problem they are really trying to solve with silicon.
Tag Archives: Azure
Global Comms Revenue Comparisons
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
The Disarticulation of the Telcos – Revisited
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.
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.
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.