Thursday, January 4, 2007

Declining ARPU Drives Thinking

Even in the robust mobility segment, growth is slowing. The decline in per minute pricing of voice calls is leading in turn to lower average revenue per unit, in North American and Europe, according to The Yankee Group. All of which makes the search for new services and revenues of all sorts mandatory, rather than optional, of course.

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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...