Breakfast Media Minute: November 30, 2020
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U.S. Broadband Capex Hits $92.6B in 2025 as Fiber Fuels AI-Era Networks
The report frames 2020-2025 as the strongest sustained era of network investment on record
Ligado Now Claiming $50 Billion in Damages By Defense Department
The company filed a new takings complaint against the government Friday
Capex to Consume Nearly All Hyperscaler Operating Cash Flow in 2026
A London-based tech equity research firm projects a $600 billion gap as the largest cloud companies commit more money to data centers
China and the US are Competing for AI Dominance but Have Shared Concerns Over Safety
Despite U.S. export controls, Chinese AI models are increasingly competitive.
