Tuesday, April 13, 2010

Will LTE Bend the Cost Curve?

Mobile service providers hope Long Term Evolution will "bend the cost curve." They also hope it will provide the foundation for new services, but many of us would guess the primary advantage lies in bending the cost curve.

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Amazon, Alphabet, Meta, Microsoft Capex is 3.5% of Global Total

In one sense, capital investment in data centers and artificial intelligence by Amazon, Alphabet, Meta and Microsoft represents only about 3...