Eight years in the making and two years overdue, there was celebration in French Guiana, Thailand and Australia this week as Shin Satellite's iPSTAR satellite was launched from French Guiana. The launch heralds the emergence of a new era of satellite broadband across regional and remote China and India, south East Asia, Australia and New Zealand. There were some anxious moments for Arianespace and Shin Satellite officials when a "premature ground segment measurement" forced a delay in the countdown to less than 18 minutes before the end of a two-hour launch window. But the countdown was revived at 5.14 and the launch went ahead. The 6,500kg iPSTAR promises 45Gbits of throughput targeted at most of east Asia and Australia from a geostationary position. The bird isn't the first promising broadband service - Inmarsat, for example, offers a broadband service via its BGAN service to almost all of the iPSTAR service area. But iPSTAR is the first to provide connectivity at prices pitched at close to terrestrial wireless or fixed prices - less than US$50 monthly with terminals starting at $1,000 and set to come down to around $500 as volumes rise.
The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...