Wednesday, March 23, 2011

Mobile Consolidation Won't Stop

No matter how the AT&T purchase of T-Mobile USA ultimately is resolved, and AT&T is betting it will get regulatory approval, consolidation in the mobile and fixed-line telecom business is not going to stop. That is what happens in a maturing business with huge scale economies.

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AI Stack Will be Based on Layers, Just Like All Other App Ecosystems

“Digital infrastructure” tends to refer to physical assets like data centers, fiber optic networks, cell tower networks and cloud computing ...