Wednesday, December 12, 2007

Mobility and Video Will Drive Growth

If Bear Stearns analysts are correct, mobile penetration will zoom past 100 percent, as will digital TV penetration, quite soon. Which suggests those two types of devices are where ad revenue opportunities are brightest, not to mention other sorts of "for fee" services and applications.

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AI Capex to Exceed $1.2 Trillion in 2027 and 2028?

Is the growing cost of Nvidia-based compute a business moat or a liability? And in either case, which contestants benefit or suffer?  A new ...