AI growth is about to hit a (memory) wall
AI chip and infrastructure orders continue to flood in But memory bandwidth could be a limiting factoring in putting all that new compute power to efficient use Tools can help improve available memory bandwidth, but there’s no cure all yet...
How the Big 3 think about their fiber growth strategy
AT&T, T-Mobile and Verizon collectively want to deploy fiber to about 119M U.S. locations Each operator is progressing differently with fiber, but AT&T is most ahead so far Here’s what they said in their Q2 earnings calls about fiber strategy...
AI sets public cloud growth back on track
Cloud revenue growth has finally returned to healthy levels after suffering declines in 2022 and much of 2023 thanks to a boost from AI Google Cloud and AWS saw the biggest growth rate gains Tier-2 providers and GPU specialists are...
Samsung eyes 5G growth with regional U.S. operators
Samsung supplies 5G gear to big companies like Verizon and Dish, but it’s also got its eye on regional carriers Samsung has structured its back-end organization to cater to regional carriers Smaller operators are looking at adding FWA to...