Earlier quoted context omitted.
> - 5G (still no SV grown solution there) Is this a real thing that anyone cares about? There was a lot of marketing from Samsung and Supermicro for a few months about how everyone needed "5G AI cloud infrastructure", but it seemed like an especially bad strain of bullshit. I certainly haven't figured out what it was supposed to mean yet. Selling infrastructure to ISPs is not an amazingly high margin business.
Yeah, 5G is a real thing. It’s really fast and awesome! It involves both improvements in hardware and software. Huawei are the leaders in it. (Devastating to the narrative that China just copies everyone)
The real issue preventing new consumer uses is that wireless plans are expensive and have data limits. Driving that down presumably involves investing in the wireless ISP backend, which doesn't have much to do with the radio technology.