As part of our election impact series, we recently published an analysis of how Elon Musk might influence telecommunications policy under a potential Trump Administration to benefit his Starlink service. Few notes we have written have stirred the level of surprise and consideration that note produced. Nothing in the reaction causes us to reconsider what we wrote but we repeatedly heard one question that we believe deserves further elaboration. That question is how could Musk, at this late date, ...
META presented several updates to its open compute hardware initiatives at Open Compute Summit 2024 earlier today. In this brief note we share our quick takes on: 1. Implications for META Capex 2. Cluster Bandwidth Expected to Rise “An Order of Magnitude” 3. Disaggregated Network Fabric, a Future Game Changer in Accelerator Scaling? 4. Grand Teton Integration for AMD MI300X Follows AMD’s Launch Announcement 5. Catalina Open Rack Architecture Supports Increasing Power Density of GB200s 6. “Mt. ...
In this short note, we have tried to estimate the impact of “Helene” and “Milton” on the broadband subscribers for the major Cable companies and ILECs. The impacts from storms are one-time in nature and do not impact the long-term broadband thesis. Companies tend to disclose the impact, allowing investors to normalize results. Nevertheless, some of our clients have asked us to estimate the impact, so we did.
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