analysisbranch @analysisbranch

News and comments to understand telecom and the net, now AI as well I'm always trying to get closer to the truth. Dave Burstein. [email protected] Many tweets analysisbranch.com New York Joined November 2019

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analysisbranch @analysisbranch

2 years ago

China has 95% 5G coverage, almost all massive MIMO. Over 2M cells. Now building indoor heavily. lightreading.com/5g/5g-is-growi…

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analysisbranch @analysisbranch

2 years ago

Extraordinarily realistic fake photos of the wars in Ukraine & Gaza. Worth a click. Superior reporting @WillOremus @pranshuverma_ :These look like prizewinning photos. They’re AI fakes." washingtonpost.com/technology/202…

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analysisbranch @analysisbranch

2 years ago

US telcos call for weakened guidelines and no laws about what AI firms can do. The exact lobbyist wording was "light touch," which wasn't defined. But everyone at the Congressional hearing knew what was meant lightreading.com/ai-machine-lea…

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analysisbranch @analysisbranch

2 years ago

India, China & MEA are buying. Global monthly smartphone sell-through volumes grew 5% YoY in October 2023, the first month to record YoY growth since June 2021 and break the streak of 27 months of YoY decline counterpointresearch.com/insights/octob… @CounterPointTR thinks the slump is over

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Dean Bubley @disruptivedean

2 years ago

Usual duplicitous nonsense from GSMA - Repeats the "large traffic generator" lie - Complains about traffic growth yet promotes 5G FWA - No ref to MNOs needing to do more R&D - No mention of indoor wireless - Ignores role of non-MNO private 5G - Negative on local shared spectrum

GSMA Europe @GSMAEurope

2 years ago

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DavesNews @DavesNews

2 years ago

@semianalysis China is ready with excellent GPUs. Huawei has taped out a 7nm ASIC at SMIC. process node. Updates the 2019 Ascend 910, SOTA then. Chiplets & HBM. SMIC has gear for millions of GPUs & 10+ million 5G chips. Blockade already failed semianalysis.com/p/wafer-wars-d… @aiprimes

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analysisbranch @analysisbranch

2 years ago

"The telecom industry looks rotten to the core." Iain Morris @Light_Reading His facts are accurate: capex & job cuts, stock prices down. No good ideas for growth or increased profit. That's hard on the industry but good for society. We're getting the connectivity we need, cheaper

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Light Reading @Light_Reading

2 years ago

Ericsson, Adtran and Netscout all warned of sluggish quarterly sales that could continue into next year. Cambium Networks, Spirent and A10 Networks recently issued similar advisories. As a result, additional job cuts are likely. Read more: bit.ly/401z5Hz

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analysisbranch @analysisbranch

2 years ago

OpenRAN is making progress but remains far from goals. In U.S. government tests, pairs of vendors could interoperate but the "connect with any OpenRAN" wasn't demonstated. ntia.gov/blog/2023/one-… The promised capex savings haven't shown up, either.

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Light Reading Broadband @LRbroadband

2 years ago

Activist investment firm Jana Partners has taken a stake in fiber company Frontier Communications, with the backing of "a large communications company." According to the analysts at Wells Fargo, that unnamed company may be T-Mobile. Read more: bit.ly/3S4ACe5

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DavesNews @DavesNews

2 years ago

The AI research - not policy - is that good. We should learn the value of immigration. Many of the key researchers are from China & many other countries. Even Canada

Tim Wu @superwuster

2 years ago

The AI research - not policy - is that good. We should learn the value of immigration. Many of the key researchers are from China & many other countries. Even Canada

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analysisbranch @analysisbranch

2 years ago

"People are simply not ready to pay more for 5G. They’re totally content with 4G, Many still ask, why would I pay more for doing the same thing?”@Ronan_Omdia to @jiyoungjsohn WSJ The 5G Emperor has no clothes. Korea was first to 5G. 5 years later, no apps need more than 50 Mbps

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analysisbranch @analysisbranch

2 years ago

T-Mobile is raising prices for millions of customers, despite a pledge not to do so made as part of the Sprint deal. @DrewFitzGerald included the spin that they are using more bandwidth without pointing out that the cost per bit is going down faster then the traffic increases

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analysisbranch @analysisbranch

2 years ago

Sales are down @ericsson is doing dumb things

Light Reading @Light_Reading

2 years ago

Sales are down @ericsson is doing dumb things

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analysisbranch @analysisbranch

2 years ago

Huawei's new Mate 60 offers calls, not just texts, via satellite in China. Uses GEO sats at 22,000 miles, delay at least a quarter sec. Also 5G with China made chip digitimes.com/news/a20230901… The U.S. blockade on China AI has failed

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analysisbranch @analysisbranch

2 years ago

Just one reason I expect AI chip prices to plummet and a glut to come

Tom's Hardware @tomshardware

2 years ago

Just one reason I expect AI chip prices to plummet and a glut to come

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🅱🅸🅻🅻 🅷 @billho888

2 years ago

Dish Network enters dangerous financial orbit | Reuters reuters.com/breakingviews/…

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Danish @DanishKh4n

2 years ago

Ericsson to layoff 750 as it shuts field service operation in North America: Report telecom.economictimes.indiatimes.com/news/telecom-e…

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DavesNews @DavesNews

2 years ago

In the richest city in the world, we can solve this "Migrants sleep in buses ... as New York struggles to find them shelter Officials say they keep running out of space for the hundreds of migrants who arrive in the city each day." ny1.com/nyc/all-boroug…

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Gradio @Gradio

2 years ago

1️⃣8️⃣ sweepai / sweep - 1.3K+ Stars github.com/sweepai/sweep Meet Sweep by @sweep__ai - your AI junior developer that converts bug reports and feature requests into actionable code changes, reading your codebase, planning alterations, and crafting pull requests.