U.S. fixed network service providers will face secular pressure (mobile substitution will continue) and strong cable operator competition in broadband access. Fixed network provider revenue growth has been negative in 2019 and 2020, and is not predicted to change much in 2021 and 2022, S&P Global estimates. Cash flow will suffer more than top-line revenue.
Business revenue will grow more than consumer revenues, S&P Global predicts.
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.
A report by the International Energy Administration estimates data centers accounted for around 1.5 percent of the world’s electricity cons...
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