U.S. cable TV networks, which have 70 percent of the installed base of broadband connections, have seen cumulative downstream peak traffic growth since March 1, 2020 of 27 percent, with peak upstream growth up 47 percent since March 1, 2020, says the NCTA.
Throughout the pandemic, provider backbone networks have shown no signs of congestion, the group also notes.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Investors are worried about escalating artificial intelligence capital investment, which by some estimates is as much as 10 times the revenu...
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