Highlights of season one.
Wednesday, February 16, 2022
"Digging into the Future"
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.
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How Much Will AI Compute Grow to 2030, Compared to Electricity Consumption?
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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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
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