Tuesday, December 12, 2006

Content Prices Sticky to the Upside


Pricing dynamics for content goods delivered over networks are fundamentally different from communication goods delivered over networks. And while "cost" is not necessarily "price," prices for video content seem to suggest recovery of costs in a way that is a bit more difficult in the core communications business.

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Nvidia Hugging Face Acquisition Would Move it "Up the Stack"

If the $12.9 billion acquisition of open source model Hugging Face by Nvidia is completed, it suggests Nvidia is changing its focus to supp...