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Tag Archives: Azure

The Disarticulation of the Telcos – Revisited

March 7, 2023by D/D Advisors 1 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

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

Is the Cloud Your Friend

October 28, 2021by D/D Advisors Leave a comment

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

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Analyst Decoder Ring, Enterprise Electronics, Google, Net Neutrality, The Cloud

MWC 2021 Wrap-Up

July 2, 2021by D/D Advisors Leave a comment

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.

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MWC, Qualcomm, Wireless

Just add AI

March 9, 2021by D/D Advisors 4 Comments

Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.

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Enterprise Electronics, Home Networking, IoT, Silicon

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