Friday, January 19, 2007

Video Pricing Sticky to the Upside

One reason service providers might like being providers of video service, among many reasons they might well not like it, is that video entertainment prices are remarkably sticky to the upside where it comes to retail prices. Virtually every other type of communications good has seen declining prices over the last 10 years. Not so with video.

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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...