Cheap Chinese AI Models: Unappreciated Threat to U.S. Hyperscaler AI Dominance Introduction: IEEE Techblog readers are keenly aware of the stupendous AI capex that has eliminated most hyperscaler free cash flow. There’s also the ROI question when there’s ... See more
Source: https://genemunster.com/ .. The huge increase in hyperscaler capex, wipes out their free cash flow (revenues-expenses is now negative for all but Microsoft). The shift in focus by investors from earnings to free cash flow marks a turning point in ... See more
5G infrastructure moves from coverage and speeds to cloud-native, orchestration, automation and AI-assisted networks The most meaningful 5G infrastructure theme this week is the continued shift toward 5G standalone (SA), cloud-native, and AI-assisted netw... See more
Verizon’s $1 Billion Google Dark Fiber Deal Highlights Importance of Optical Networks Executive Summary: Verizon’s reported a more-than-$1 billion dark fiber agreement with Google. It underscores how hyperscale AI growth is elevating dark fiber, route div... See more
Highlights from Ookla’s U.S. Speedtest Connectivity Report-Mobile & Fixed Networks Executive Summary: Ookla’s United States Speedtest Connectivity Report H1 2026 provides a detailed snapshot of network performance across the U.S. mobile and fixed broa... See more
