Friday, March 15, 2019

Where Might 5G be a Replacement for Wi-Fi?

What strategic challenges does Wi-Fi face from 5G? Dean Bubley, founder of Disruptive Analysis examines the opportunities and threats. 

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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 ...