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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.

Personal Reflections on Tariffs and the Law of Unintended Consequences

I grew up in a blue-collar neighborhood. Nobody in our area had much money, except for a few people who might have been connected to organized crime, and I assume they did what they could to hide evidence of prosperity and to obscure the provenance of any alleged ill-gotten gains.

Reviewing Beneficiaries of GenAI Datacenter and Infrastructure Spending

Getting It Right on Intel

I’ve heard there was an election in the United States. You will find an abundance of commentary on the election results elsewhere, but don’t look for any of that prattle here. Almost everybody who provides a post-mortem on election results will attempt an analysis through a prism of

AI Infrastructure Spending Gives Tech Investors a Halloween Fright

Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy

There’s an article in – of all places – Foreign Policy that I recommend you read. I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight

LNG Oversupply? With Tech’s Ascension, There’s No Such Thing as Enough Energy

A few years ago, if you flew across North America on a clear day, preferably in an aircraft, you would sometimes see natural gas flares burning below you at ground level. Natural gas often is found in proximity to oil, so while the oil was extracted and transported for processing

A Strange Brush with Tech-Industry Ageism

I have been strafed by a cold, or a flu, or by some other unwelcome invader. I suppose it’s the season for such maladies. On the bright side, I’d rather play host to the nasties now, if I’m going to have them at all, than during the

New Chapter or Epilogue? x86’s Latest Salvo

Robotaxis, Faux Robo PR, Robo Content Moderation, Kong’s New Valuation, Canadian Quantum, and Tech-Industry Lobbying

A Personal Note

About a year ago, a little more than a year into my retirement, I had a conversation about how to go about retiring with a former colleague, who was still employed at the time. We arranged the call on LinkedIn and I took it while I was on one of