Silicon Silk Road

Hyperscalers channel Ronald Reagan with capex bombast

Record-breaking spending, 2009-level layoffs, and the "too big to fail" bet.

Feb 7 • Matt Walker

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January 2026

Massive AI buildouts set to continue despite warning signs in early 4Q25 earnings

While US-led data center capex explosion continues, Chinese ventures continue to make rapid AI progress at much lower spending levels

Jan 30 • Matt Walker

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December 2025

The View From 2025: Telecom, AI, Energy, and the Cost of Collective Delusion

What I got right, what still worries me, and what to watch next

Dec 29, 2025 • Matt Walker

The real state of Telco AI in Asia: Lessons from TM Forum’s Bangkok event

From POC Graveyards to Level 4 Moonshots: The human challenge

Dec 3, 2025 • Matt Walker

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November 2025

Telco AI progress in November 2025

Automation, agentic AI and partnerships dominate; Telstra, Indosat, and China Mobile among the Asian telcos making strides

Nov 21, 2025 • Matt Walker

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The $449 billion question

Tracking the AI spending bubble in real time

Nov 21, 2025 • Matt Walker

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The AI dividend: What 14 leading operators reveal about telecom’s next phase

For years, the telecom industry has been chasing a paradox.

Nov 5, 2025 • Arun Menon

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October 2025

AI's Mainstream Moment and the Energy Question

Energy consumption grows 22% in 2024, over 2x faster than revenues, but emissions fall for second straight year

Oct 14, 2025 • Matt Walker

The Efficiency Advantage: Why China may win the AI wars by spending less

Takeaways from Data Centre World Asia

Oct 14, 2025 • Matt Walker

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September 2025

India's tech giants need to tap friends & family network in telecom

Trump 1 and Biden supported India's telco network infra vendors, as a hedge against China; Trump 2 has abandoned this. Indian IT players need lobbying…

Sep 24, 2025 • Matt Walker

Ciena's $270M Nubis deal a smart, early move into data center campus market

Optical pioneer already gets 36% of revenues from webscale market; this deal positions Ciena well to benefit from spending upside as AI buildouts…

Sep 24, 2025 • Matt Walker

Chinese webscale market surges in 2Q25, led by Alibaba, Tencent and ByteDance

As western webscalers brag about astronomical capex and cozy up to Trump, Chinese AI leaders play the part of thrifty innovators spending only what they…

Sep 9, 2025 • Matt Walker

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