Subscriptions are Not Inevitable – Just Like Duck Bites

S. Schuchart

Cloud computing changed the enterprise IT landscape forever. Cloud computing was a significant milestone in the subscription age. As a form of consumption, subscriptions have become common in IT and in our daily lives. There are so many subscriptions now that sometimes it feels like being pecked to death by hungry ducks. The monthly bills stack up.

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MWC24: IoT Providers are Navigating Market Consolidation and Uneven Growth

J. Marcus

Summary Bullets:

• IoT providers that have led the market for years continued to press forward in a more mature but still unpredictable market, navigating technology and commercial disruptions while considering new growth opportunities

• Pricing, competition, consolidation, eSIM, and trends in the key connected car space (including growth in 5G connections) were among the issues discussed in analyst briefings

Leading traditional IoT connectivity providers from the ranks of mobile network operators broke little or no news at MWC 2024 held in Barcelona, although each maintained an impressive presence in terms of exhibits, speakers, and IoT business leaders. Disruptive IoT MVNO and platform provider 1NCE did manage to draw significant attention from its booth near the food trucks, launching a unique offer for emerging high data requirements use cases priced simply at EUR5 per gigabyte. 1NCE has been offering prepaid low bandwidth services (ten years for $10) for use cases such as smart metering, street lighting, and asset tracking for several years. Now it has innovated again, offerings speeds of up to 25 Mbps for video surveillance and industrial monitoring requirements using its flat rate pricing for data usage.

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Need For AI Data Center Efficiency Drives Innovation

R. Pritchard

Summary Bullets:

• SKT is partnering to use targeted liquid cooling with thermal fluids to lower the temperature of the hottest server components in its AI data centers.

• Industry estimates indicate AI will accelerate data center power and water consumption to the equivalent of major developed countries – causing growing concern.

South Korea Telecom (SKT), the South Korean communications company that is positioning itself as ‘an AI company,’ has signed a memorandum of understanding (MoU) with Iceotope Technologies and SK Enmove to collaborate on the development of liquid cooling solutions to optimize the energy efficiency of its AI data centers because air conditioning and cooling systems consume the largest amount of energy in data centers. It has been calculated that AI will cause energy usage at data centers to double from their present levels: The International Energy Agency (IEA) sees electricity consumption from data centers, AI, and cryptocurrency doubling by 2026, having globally consumer an estimated 460 TeraWatt-hours (TWh) in 2022. If that happened, demand would be roughly equivalent to the electricity consumption of Japan.

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