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Brad Casemore

Brad Casemore is a former technology market analyst and an IT-industry veteran. After approximately 35 years of mostly gainful employment, he is now retired from the daily grind.

News Review: Posterity Won’t Care, But I Do

We live in a world of ceaseless activity. Some of that activity is meaningful, conveying profound significance, while some of it is frivolous, consisting of fleeting distractions that provide amusement, entertainment, and the occasional pretexts for real or feigned outrage. Stuff happens all the time, but very little of will

Intel: An Uncomfortable Present and an Increasingly Uncertain Future

Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters

Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics

I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality. Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving

Reviewing Some Stuff I Couldn’t Think About

Exploring the Iron Law of Cloud-Era Datacenter Infrastructure

On more than occasion in the recent past, I’ve discussed why I believe Nvidia’s impressive sprint to nosebleed heights on the stock market has set the stage for a descent to a more modest plateau. In the end, Nvidia’s inevitable decline in market valuation will result from

Join the Crusade Against Jargon

Why is the corporate world, the technology industry most definitely included, in a permanent war against candor and intelligible communication? The impenetrable jargon that proliferates within the tech industry has gotten so bad that a digital decoder ring should accompany each press release. What is the industry’s problem? Why

Cisco Q4 Results: Rising Orders Deliver Respite

Young VCs Air Grievances on the Unfairground

Juniper and Cisco: Diverging Paths in Shifting Networking Market