Monday, August 10, 2015

Lower Mobile Tariffs Across ASEAN Region by 2016?

Will mobile rates be harmonized across the ASEAN region. Quite likely. By early 2016, telecom regulators across the ASEAN region are expected to use a rate harmonization as a way of reducing mobile rates across the region.

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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 ...