Sean Kinney
Editor-in-Chief at RCRWireless News
Editor-in-Chief at Enterprise IoT Insights
AI, chips, cloud, gin, MNOs, network hardware and software, Star Wars and Steely Dan—that pretty well sums it up.
Articles
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6 days ago |
rcrwireless.com | Sean Kinney
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, and newspapers) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with them that would benefit anyone other than myself. This weekly column is an effort to correct that.
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1 week ago |
rcrwireless.com | Sean Kinney
A few weeks back, speculation made the rounds that Microsoft was pulling back on its historic 2025 capex guide due to lower-than-projected demand for AI workloads. Turns out that wasn’t the case; the company reported a record Q3 on April 30, with CEO Satya Nadella and CFO Amy Hood reaffirming planned AI data center investments. Earlier this year Microsoft articulated its plan for $80 billion in 2025 capex, an historic investment mirrored by AWS, Google and Meta.
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1 week ago |
rcrwireless.com | Sean Kinney
Qualcomm CEO Cristiano Amon took the top-job with the San Diego, Calif.-based firm on June 30, 2021. The hallmark of his tenure has been to leverage Qualcomm’s core expertise in low-power computing and connectivity to significantly expand its addressable market beyond smartphones. As he approaches his four-year anniversary as CEO, Amon has consistently and effectively delivered.
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1 week ago |
rcrwireless.com | Sean Kinney
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with them that would benefit anyone other than myself. This weekly AI infrastructure column is an effort to correct that.
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2 weeks ago |
rcrwireless.com | Sean Kinney
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with them that would benefit anyone other than myself. This weekly column is an effort to correct that. We are deploying artificial intelligence (AI) systems at remarkable speed—for consumers, for enterprises, for governments.
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Gone-da
My lovely wife took me to Mexico to turn 40. She patiently accompanied me as I shopped for art, looked at plants, and ate fish. And mezcal of course. https://t.co/e5V4deLgzf
Pulled up to my son’s school yesterday. He was doing good pulley work. Every time we need to fix or otherwise adjust some mechanical thing at our house, his first recommendation is a pulley. https://t.co/L9cILXLckf