Do we have something, here, more coordinated than just a burst of AI enthusiasm from AT&T – and all the rest of the telco pack, over the last several months?

What do we have today? Well, some (extended) discussion about yesterday’s newsletter item, about a new era of AI token economics, courtesy of Nvidia chief Jensen Huang at GTC. “This …

Nvidia-obsessives will pore over 20-odd releases from GTC, and there is lots to chew over; some of it is interesting: the AI-RAN stuff with T-Mobile and Nokia; the idea of …

There’s something in here about the promise and peril of this whole AI story, and of quite how critical infrastructure, including telco networks, has become.

Carol, let’s play Countdown – and take four from the top and three from the bottom, and do some dodgy maths. (If you’ve lost us – because you’re not British, …

It’s all gone hyper, of course. Nvidia’s $2 billion arrangement with Nebius to deliver a full-stack AI cloud is not just about flashy GPUs, but about owning the infrastructure that will …

… and networks are on the hook. What has caught the eye today, news-wise? Well, it is slower. But even if the plug has been pulled on the MWC party, …

Some thoughts on today’s news: that telcos are doubling down to support AI-era workloads, while cloud providers are discovering just how expensive the infrastructure build-out can be. Cisco is leaning …

Softbank’s pursuit of a $40 billion bridge loan (link here, covered everywhere) to help fund its expanding investment in OpenAI shows the mad capital demands of the AI arms race – …

With MWC26 officially in the rearview mirror, it’s time to take a breath and reflect on this year’s event narrative. Much of the on-stage conversation still revolved around the familiar …