Sunday, January 28, 2007

Not That You Needed Any More Proof....

that "voice" often means mobile in fast growing and mature markets. For all the concern about voice prices going to "zero" or "near zero," the equally important observation is that "access" is growing in value. We'll have some work to do on the "montetizing" front, but access, not minutes, remains strategic.

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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...