The legendary “cable cowboy” John Malone is stepping down from his chairman roles at Liberty Global and Liberty Media. At 84, Malone’s departure marks the end of an era in telecommunications leadership.
Nvidia’s massive investment in Nokia signals a strategic shift toward AI-powered telecom infrastructure. This partnership aims to transform mobile networks into intelligent platforms capable of handling future AI workloads and 6G demands.
The current AI boom shares striking similarities with the 1990s dot-com bubble, but fundamental differences in capital requirements, energy constraints, and market structure create a more complex investment landscape with potentially broader economic consequences.
