The big picture: Nvidia's Jensen Huang kickstarted CES this year with his keynote. We listened to it and read a fair amount of analysis since. If you don't have 90 minutes to spare, we can sum it up for you: Nvidia has all the software. Or at least it has more than you do.
What just happened? Sabotaging undersea internet cables has become a common act of aggression in recent times. Following disruption to two of these cables in the Baltic Sea, including one that appears to have been physically cut, it seems the tactic is once again being employed. And there's no prize for guessing the main suspect.
Why it matters: While there hasn't been a whole lot of groundbreaking 5G news on the consumer front for some time, it's clear there's a whole lot of work and innovation happening in another part of the 5G ecosystem: infrastructure. There's growing activity from traditional "compute" industry vendors eager to make an impact on the telco world. Everyone from chip companies like AMD, to server hardware manufacturers such as Dell, to software houses like Red Hat are doubling down on their efforts to help disrupt the market.
Why it matters: Multiple undersea cables in the south of France were cut overnight, making Internet access unreliable globally. Engineers fixed one broken link, and investigations are still ongoing. Fingers have been pointed at Russian submarines because of the Ukraine conflict, but investigators have not yet found any evidence supporting this assumption.