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Tag Archives: Marvell

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D2D Advisory 1 Comment

We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.

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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud

Wave of Computation

March 24, 2022by D2D Advisory Leave a comment

Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。

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Analyst Decoder Ring, Roll Your Own, Silicon, The Cloud

Trouble for Intel in the Data Center?

August 14, 2018by D2D Advisory 2 Comments

Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to […]

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Silicon, Stocks, The Cloud

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