Nokia and Huawei have both recently been investing significantly in their own infrastructure chips. In an era when hardware is commoditizing and operators want open platforms, there are two key areas of differentiation and therefore value – the silicon and the software will make those open networks perform at the same level as yesterday’s dedicated ones, but with far greater agility and cost-effectiveness. So Huawei has chips for everything from ARM-based cloud servers to base stations to handsets; while Nokia has pushed the limits of router chip performance with its FP4 product and, while it has a close partnership with Intel for cloud hardware for networks, it is extending the range of its own silicon too, with Reefshark. The latest…