Can the U.S. win back the 5G edge — and protect its AI lead?
Recently, Ajit Pai wrote in a Wall Street Journal op-ed that the United States of America has lost its 5G leadership position to China. Pai is a former FCC chairman and...
Some say 5G slicing is a viable alternative to spectrum sharing or private networks — but it suffers from severe constraints
Some wireless industry commentators have suggested that “5G network slicing” is a viable alternative to either spectrum-sharing or the deployment of private (dedicated)...
In the past few days, Apple’s provocatively titled paper, The Illusion of Thinking, has sparked fresh debate in AI circles. The claim is stark: today’s language models don’t really “reason”. Instead, they simulate the appearance of reasoning until complexity reveals the cracks in their...
Over the last few years, asset tracking has emerged as a critical business function, and is estimated to grow to a $34.5 billion market by 2032, according to Custom Market Insights. Whether businesses are monitoring a global supply chain or keeping tabs on expensive...
The world is piling up connected IoT things faster than it can keep track of them. From Nairobi to Naples, fridges, meters, and soil sensors are humming data into the cloud. Then, one day, they stop. Not with a bang, but with a firmware...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
Motorola, once a telecom giant, nearly collapsed in 2011 — instead, it split into Motorola Solutions and Motorola Mobility
The Motorola story is one we can all learn from. It has had its highs and lows, and once again, it is reinventing itself. That calls...
Dell’s AI top 10 and a learning-by-doing approach to scaling enterprise AI
As enterprises move from AI experimentation to operationalization, Dell Technologies is positioning itself as both a vendor and a case study. COO Jeff Clarke used his Dell Technologies World keynote to outline not...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
The forced relocation of CBRS licensees to other bands would irreparably damage a growing industry and its ecosystem
Some recent press articles and an open letter from Senator Cantwell to Defense Secretary Hegseth have suggested that the Department of Defense (DoD) and the Federal Communications...
Capitalizing on the long tail of AI means scaling down from the Fortune 50 to the family room
Dell Technologies is the enterprise IT powerhouse behind the world’s biggest firms—and it’s also in our homes and offices, powering how we learn and play. As the...
Why do cable TV companies need to be early on next merger wave?
It looks like cable TV has begun its next change wave. Over time, it has been through many different levels. Until around two decades ago, this industry was growing. Back then, M&A...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
The CEO and Founder of Dell Technologies discussed change management in the AI era
I’ve been fortunate to attend Dell Technologies World for the past decade. And every year, the highlight is a candid, open Q&A session with CEO Michael Dell, COO Jeff Clarke, and...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, and newspapers) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and...
Microsoft reported a record Q3 and unshaken capex plans, dispelling rumors around soft demand
A few weeks back, speculation made the rounds that Microsoft was pulling back on its historic 2025 capex guide due to lower-than-projected demand for AI workloads. Turns out that wasn’t the...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X, and in actual books, things I think are insightful and interesting. These days a lot of those things are about AI infrastructure but, more generally, those things are about how technology is...
Cybersecurity plays a crucial role in enabling the safe and secure function of our increasingly hyperconnected world. The rising frequency and sophistication of cyber-attacks, which have targeted major hospitals, tech giants and government agencies alike, highlights a pressing need for advanced security strategies. With...
Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the U.S. government will rethink the BEAD program so that Americans “get the benefit of the bargain.” He elaborated that it could mean that homes get broadband through satellite...
In the early days, Narrowband IoT (NB-IoT) was touted as the ultimate low-cost, low-power solution that would upend the IoT connectivity market for good. Offering reliable indoor coverage and minimal power consumption, it promised massive-scale deployments across essential products such as smart meters, environmental...
Editor's note: While you're reading this, put on the song "One Fine Day" by David Byrne. It's from the album Byrne made with Brian Eno called Everything That Happens Will Happen Today. I can't think of a more appropriate title.
For me to understand...
