Eventually, companies will slow down their AI investments, digest what they have and focus on sweating these assets. Hype will go away, we will get used to having these new tools; we will expect them to work like we expect light to come on when we switch a button.

LEO satellites like Starlink do not compete with fibre. However LEO satellites have their place in the ecosystem.

Africa has fibre but can’t use it. The ecosystem seems unable to use it properly.

Investing in SMR signals an interesting strategy for DC operators (of a certain size) to secure long-term access to high-density, low-carbon, localised energy sources. The case remains open if this is a long-term trend or an experiment.

Mobile operators have become banks and banks want to become mobile operators. Lots of opportunities and pitfalls await.