Before I forget new market research was out comparing the SpaceX/Starlink and all the various communications technologies.
Obviously pure fibre, mixed fibre, 5g(mobile) mesh-tastic, and some more stuff about using nvidia Ai in the power plane.
The space x thing is relatively affordable but is power intense so the cost of ownership in terms of the power required is the highest however in terms of a back up fail safe its a good option or for example you live in the middle of nowhere, however as to be expected full fibre is fastest and highest capacity, and the optics are cheaper to run aswell so its lightest on the old electricity bill.
There’s a little bit in there about how much power savings occur between the evolution of the different kinds and types of networks, from packet switched, ATM, MPLS etc and even analogue and DAB.
SO again another thing to point out is, these super fast ai interconnects, again pushing up against and exceeding, along with the power supply demands and capacities really does mean there’s an separate evolutionary field occurring, again similar to the contract licence manufacturing thing that is occurring which , due to extreme costs, is moving a sort of generational gap beyond the reach of most.
So there is a ‘splits’ occurring, and if this gold silver thing moves into other natural resources and metals it pushes manufacturing out of reach for many SMEs and startups.
And finally there’s also been some issues as regards the extreme smallness of the microchips at the cutting edge and the over heating is causing some longevity issues and some circuit degradation issues.
Personally, i could be wrong, but i think there’s going to be a hunkering down and cost cutting section going forward, it seems that extreme performance might not be the right market segment to sell to as affordability, but also compatibility with present gen infrastructure, looms. The technical capabilities of some of the stuff at the cutting edge is getting far beyond the capabilities of a lot of , call them the next best tier manufacturers.
That is the difference between 1st pace and second place is getting a quite a big gap in terms of technical capability. So some players in the space are miles ahead yes as the cloud computational capability necessary to validate ( or ‘compile’) such fantastic designs falls out of the reach of most other players. So there is a good bit of “back-propagation” for ex gen manufacturing processes and sort of affordable capacity collapsing down quickly to hobbyist or enthusiast capability.
To put in contrast apple can manufacture at one location about 50 million usd of iphones per production cycle. At these scales and volumes and at the technical cutting edge there aren’t really that many players that can even compete in that league.