Edge AI Is a Real Option, not yet a Growth Engine: What It Means for CHTR

Posted on by Eben@CANSLIM Research

In a report examining whether telcos can turn Edge AI into a genuine growth opportunity, the analysis argues that the industry has been here before. Telecom operators have a long history of trying to move beyond connectivity and capture value further up the stack: cloud computing in the 2000s did not work out, much of the internet-of-things value accrued elsewhere in the ecosystem, and multi-access edge computing and 5G edge compute promised low-latency applications that never arrived. The report asks whether Edge AI is simply the latest iteration of a familiar theme.

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