March 21, 2025
Nvidia Positions Itself as AI Infrastructure Provider
One of the biggest challenges in analyzing a rapidly growing company like Nvidia is trying to make sense of all the different businesses the company participates in, all the products it announces, and the overall strategy it’s following. Following the keynote speech by CEO Jensen Huang at the company’s annual GTC Conference this year, the task was particularly daunting. As per his usual, Huang covered an enormous range of topics over a long period of time and, frankly, left more than a few people scratching their heads to make sense of it all. At a very enlightening Q&A session that Huang did a few days later with industry analysts, however, he shared several comments that suddenly made all the various product and partnership announcements he covered, as well as the thinking behind them, crystal clear.
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February 11, 2025
T-Mobile's new Starlink offering makes satellite phones mainstream
The recent Super Bowl brought with it lots of surprises and, once again, a few of them came from the very pricey ads shown during the broadcast. One of the most intriguing was T-Mobile’s spot describing free satellite smartphone service available to customers of any major wireless carrier, including AT&T and Verizon (as well as T-Mobile, of course). In other words, T-Mobile — in conjunction with satellite provider Starlink — is essentially introducing satellite service when you’re in an area without traditional cellular service to just about anyone in the US with a mobile phone that’s not more than about 4 years old. There is, not surprisingly, some fine print to the offer, however.
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