We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
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.
Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.
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.
I had an interesting e-mail exchange with an old friend recently on the topic of Virtual Reality. That forced me to forced me to clarify my thinking on the subject, […]
The Internet of Things (IoT) is shaping up to be complicated. I have touched on this before. And here. And here. (The list goes on.) I have made a case that […]
Among the big tech news items last week was Microsoft’s announcement that they were going to cut 18,000 employees and restructure the company. The big cuts seem to be coming […]
So Microsoft finally pulled the trigger and is buying Nokia. Big. Risky. Bet. The blogosphere is crowded tonight, but I have been watching these two flirt for so long that […]