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Keith Mallinson on Muck Rack

Keith Mallinson

Boston
As seen in: RCRWireless News, LinkedIn, IP Watchdog, FierceWireless, The Parliament Magazine, Intellectual Asset Management (IAM), RCRTech
Industry analyst, commercial consultant and testifying expert with 25 years in ICT focusing on strategic issues in mobile comm's including innovation and IPR
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Articles

AI is not one business. It is two.

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By Keith Mallinson
| RCRTech
0 Data centers and frontier models sit in the same ecosystem, but they have very different economics. This is the second article in a four-part weekly series. The series based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first article AI may succeed spectacularly while infrastructure investments fail argued that AI demand growth and capital recovery are different questions.
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AI may succeed spectacularly while infrastructure investments fail

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By Keith Mallinson
| RCRTech
0 Demand growth and capital recovery are different questions. This is the first article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. It also builds on my recent RCR Wireless retrospective, Fifteen years on, how did that 1,000x mobile broadband forecast fare?, in which I compared my 2011 long-term mobile broadband forecast with outcomes through 2025.
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Fifteen years on, how did that 1,000x mobile broadband forecast fare? (Analyst Angle)

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By Keith Mallinson
| RCRWireless News Verified
1 Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite traffic growth falling short of projections. Forecasting – particularly out to a very long time horizon – is a mug’s game, and a thankless task. But there’s a need for someone to do it.
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