Telecom Intelligence: Week of May 20, 2024
Microsoft completed the month's AI-platform trifecta by launching Copilot+ PCs — a new Windows hardware class built around Qualcomm's Arm-based Snapdragon chips and on-device AI, the most serious challenge to the x86 laptop order in decades. Nvidia then reminded everyone who is bankrolling the entire cycle: another blowout quarter, data-center revenue up more than fivefold from two years earlier, and a 10-for-1 stock split. And the FCC put a price on the year's most alarming political deepfake, proposing a $6 million fine against the consultant behind the AI-cloned Biden robocalls in New Hampshire.
Telecom Intelligence: Week of January 22, 2024
On the eve of the New Hampshire primary, thousands of Democrats answered their phones and heard Joe Biden's voice telling them not to vote — except it wasn't Biden. It was an AI clone, commissioned for a few hundred dollars and blasted through the phone network, and it turned AI election interference from a think-tank hypothetical into a documented American event. Two days later Microsoft became the second company in history to close above $3 trillion, powered by the AI narrative now carrying the entire market. And Netflix reported its best subscriber quarter since the pandemic — 13.1 million adds — proving the password-sharing crackdown and ad tier had rebuilt streaming's growth engine.