Telecom Intelligence: Week of February 12, 2024 OpenAI revealed Sora, a text-to-video model whose photorealistic minute-long clips instantly reset assumptions about synthetic media — and about how much bandwidth and compute the AI era will consume. Nvidia's market value sailed past Alphabet's, making the chipmaker the third most valuable U.S. company behind only Microsoft and Apple, days before earnings that would justify the climb. And Cisco — the networking giant of the last internet buildout — announced it would cut 5% of its workforce, a stark reminder that the infrastructure boom is not lifting all boats equally.