Jeff Kagan

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Equities columnist Jeff Kagan is a telecom, technology and wireless analyst and consultant. He covers 5G, AI, IoT, the metaverse, autonomous driving, healthcare, telehealth, pay TV and more. Follow him at JeffKagan.com and on Twitter @jeffkagan and LinkedIn.

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Revisiting a Seductive Category: The AI Curve Bends Again

ChatGPT is an important chapter in the AI story. But will it be long-lived or will another company with another technology take over after a while, just as Google did to leading search browsers like Netscape and Yahoo?

3 MIN READ
01/31/2023

The Growth Picture Has Changed for Wireless Carriers

The good news is, wireless carriers' losses have started to slow. But here's the next problem: I do not expect growth to accelerate as it has in the past, for one important reason: Wireless is no longer a growth industry.

3 MIN READ
01/27/2023

What Huawei’s Growth Means for Qualcomm, Ericsson, Nokia

Let’s hope Huawei's prediction for 2023 is true and they show growth. And let’s hope it spreads to the companies they compete with.

3 MIN READ
01/13/2023

Jeff Kagan

Revisiting a Seductive Category: The AI Curve Bends Again

The Growth Picture Has Changed for Wireless Carriers

What Huawei’s Growth Means for Qualcomm, Ericsson, Nokia

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