RE: Buying21 Jan 2021 19:17
You can't have jam until the fruit is ripe. Not long now.
Interesting talking about the DU product with the router within the SmartNIC.
"This trend is expected to snowball in 2021, as more and more operators realize the potential applications of a router that can be included within the server, via Ethernity’s ACE-NIC SmartNICs"
I suspect that the NIC will go physically within the server and become the standard plug and play DU solution for open 5G. I suspect that a major server producer/OEM will try to secure this product from Ethernity. However they would be better remain as neutral as possible and be in every DU server. Seriously this could be millions of units over a few years. Volume will squeeze the price no doubt but even at £100 a license we are talking telephone numbers..... with Country and region codes.