A Telecom Analyst’s Take On CES 2018

Posted by Matt Walker  on January 19, 2018

For most of my career, I’ve been focused on the telecom industry and its components. I’ve been to dozens of telecom-focused conferences & exhibitions, in Asia and the Americas. I had never been to a consumer-focused show, though. In order to learn a bit (and check out som... READ MORE

Tag(s): Webscale/Hyperscale, Internet of things (IoT), Artificial intelligence (AI), Mobile broadband, R&D


Third Quarter Earnings Season Around The Corner (And Yes, It’s Cloudy)

Posted by Matt Walker  on October 6, 2017

Over the next 3 weeks, companies across the communications sector will begin reporting third quarter (3Q17) results. Watch for telco progress The world has never been so reliant on secure communications, but the underlying market is in a bit of turmoil. The cloud and ... READ MORE

Tag(s): Cloud, Data centers, Earnings, M&A, R&D, Telcos, Content/video


Cloud R&D And Network Investment

Posted by Matt Walker  on September 24, 2017

A little accounting background: To expense or capitalize R&D There’s an ongoing debate in accounting circles (yes, they argue) about whether R&D spending should be expensed or capitalized. Under US GAAP, R&D is expensed. Another set of reporting stan... READ MORE

Tag(s): Capex, Cloud, Data centers, R&D, Telcos


Facebook’s Plan To Design Its Own AI Chips Has Set Alarm Bells Ringing For Qualcomm, Nvidia And Intel

Posted by Matt Walker  on May 30, 2018

[Ed. note: see Sept. 2018 publication, Webscale Network Operators: 3Q18 Market Landscape] Rumors about Facebook’s likely entry in the hardware segment were put to rest after the company posted job openings for chip designers. Facebook was looking for candida... READ MORE

Tag(s): Capex, Data centers, Webscale/Hyperscale, Artificial intelligence (AI), R&D, Chips


Alibaba aims to undercut US chipmakers’ dominance

Posted by Arun Menon  on November 2, 2018

Alibaba entered the club of webscale network operators (WNOs) developing their own chips recently, joining Amazon, Apple, Facebook, and Google. The Chinese e-commerce giant announced plans, in September 2018, to develop its own customized neural network chip, called Ali... READ MORE

Tag(s): R&D, China, Chips