Week of May 6–11, 2024Telecom Intelligence: Week of May 6, 2024
TikTok and ByteDance sued the federal government to block the divest-or-ban law, teeing up the biggest First Amendment fight in tech since the encryption wars and putting the fate of a 170-million-user platform in the D.C. Circuit's hands. Apple, meanwhile, shipped the M4 chip in a new iPad Pro — debuting its most AI-ready silicon in a tablet, months before the iPhone would get its own AI story. And Arm Holdings, the company whose designs sit inside virtually every smartphone on earth, beat earnings but spooked the market with soft guidance — a reminder that the AI boom hasn't yet reached the handset chip cycle.