Google Cloud’s $100B opportunity: Data residency and sovereignty in regions like Africa, Latin America, Southeast Asia, and Greece could be Google Cloud’s competitive advantage in its pivot to a network provider.
Cost of the tech cold war: The FCC’s list of potential security threats grows longer with ComNet and China Unicom’s inclusion. The cost to rip and replace equipment and services may adversely affect smaller telecoms.
Global eSIM adoption is inevitable: 3.4B devices will be eSIM compatible by 2025. We can expect to see an increase in 5G connectivity in smartphones, laptops, tablets, and wearables.
Amazon’s Roomba acquisition is a data privacy nightmare: Regulators are worried that Amazon, which already has eyes and ears in consumers’ homes, will now be able to map and monitor those homes.