Analyst Angle

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two …

Oracle’s media investments illustrate how AI leaders are vertically integrating to control both compute supply and demand Imagine this: Oracle’s Larry Ellison invests in Paramount Pictures and courts TikTok. At …

Survey shows internet now treated as essential utility, but gaps in strategy and service hinder performance in multifamily properties Maravedis Research recently completed its annual Property Owners’ Telecom Strategy & Sentiment …

Who owns the words AI learns from? When I first began publishing my own content, I thought of it mainly as a way to share ideas and test perspectives. But …

New Wi-Fi developments are shaping how IoT devices interoperate in homes, apartments, and MDUs The connected living landscape has seen two major developments recently — the Wi-Fi for Matter certification …

NVIDIA’s investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely …

The attack in NYC is not the first and will not be the last The United States Secret Service deserves congratulations for finding and taking down a threat to the …

From fewer complaints to stronger reviews — why MSPs in multifamily sectors are beating big ISPs at their own game When it comes to internet service, customers are frustrated. Year …

For 6G, the fight is about standards, spectrum, and trust architectures — decisions today will shape tomorrow’s economics Editor’s note: This is the final installment of a three-part series from …

What does this means for you and your career in the new AI world? During a recent speech, I mentioned the “secret list.” That quickly captured the attention and the …

A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national …

Which 6G innovations will save money, which might make money, and which are mirages? Editor’s note: This is the second installment of a three-part series from Analyst Vish Nandlall. Read …

No one has yet defined what 6G actually is, let alone how it will succeed economically Editor’s note: This is the first installment of a three-part series from Analyst Vish …

By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner Elon Musk’s $19 billion acquisition of DISH’s spectrum …

What are HPE’s technological differentiators, financial performance, and the challenges it faces? Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors are racing to deliver automation, …

The prepaid wireless industry is healthy and growing — pick the yardstick The All Wireless & Prepaid Expo — the top prepaid event in the U.S. — took place on …

Trump blamed AT&T for a bad call on Truth Social, but today’s complex telecom networks make assigning fault less clear President Donald Trump had a quality problem on an important …

As Wi-Fi 6E/7 spreads, owners and MSPs push for secure, reliable connectivity — yet WPA3’s mandatory role in MDUs complicates adoption The multi-family connectivity landscape is changing rapidly. With Wi-Fi …

Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction Over the past decade or …