The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
Tag Archives: google
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.
Ten Lessons from Google’s TPU
Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.
Roll Your Own Adventure
Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.
Intel 2.0’s customer dilemma
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
The Gaming Internet – Why so Laggy?
The Gaming Internet – Why so Laggy? Early (hard to reverse) engineering choices and basic geography often underpin poor game networking conditions.
Google close Stadia Studios
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.
Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)
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 […]
The Consumerization of the Automobile Supply Chain
Last week I saw an interesting post on Venture Beat about Acer Launching an Electric All-Terrain Vehicle. This struck a chord because Taiwan-based Acer is a manufacturer of PCs and other […]
The Hard and the Soft – Part 1
Yesterday the big news was Google acquiring Nest Labs, maker of the Nest Thermostat. There are a lot of interpretations of this move. I tend to be a bit more […]