Thursday, December 23, 2010
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AI Capex is a Time-Tested Moat-Building Move
Investors might be quite concerned about the vast expansion of capital investment being made by some hyperscalers to support their artifici...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
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