Big Tech AI spending binge results in massive job cuts! Executive Summary: The tech industry is undergoing a massive structural realignment. Hyperscalers, Software as a Service (SaaS) vendors, and telecom network and equipment providers are aggressively s... See more
Will Google Cloud’s AI and data analytics revenue +TPU IP licensing income offset huge AI CAPEX to produce a decent ROI? An April 24th Investors Business Daily (IBD) article asserts that Google’s AI position is strong, but the real test will be monetizati... See more
Analysis: Nokia’s strong growth in Optical Networks and AI network infrastructure Executive Summary: While Nokia’s first-quarter profitability improved across all reported metrics, year-over-year comparisons were significantly affected by a €120 million (... See more
Ookla: D2D satellite connectivity surged 24.5% during last 9 months; Starlink’s footprint expansion leads the way Introduction: Direct-to-device (D2D) satellite connectivity, primarily driven by Starlink deployments, continues to accelerate despite nascen... See more
