"There�s renewed speculation that Google is planning to enter the telco arena as more revelations come to light about the company�s (very) low-profile U.S. fibre purchases together with news of an interesting alliance with a Wi-Fi enterprise that owns a customer location search technology. The September edition of the magazine Business 2.0 says that Google is quietly assembling a collection of alliances and assets that could enable it to offer Wi-Fi services funded by location-based advertising. And it also reveals that Google may be already test-driving the business model in San Francisco. The magazine confirms previous rumours that Google has been buying up cheap fibre across the U.S. from providers such as AboveNet, Cogent and WilTel. The immediate rationale for this is obvious: Google gets to keep more of its burgeoning traffic on-net and avoid high IP transit fees to connect to the access networks used by its customers. In doing so, Google effectively becomes an ISP itself, using peering arrangements to further cut its costs. However, what would happen if Google was to go just one step further and connect directly into the access network? Well, this may already be happening, says Business 2.0"
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...