Topic
AI
A collection of 134 issues
Thoughts on Cisco’s Isovalent Acquisition, Open-Source Motives, and the New Tech Austerity
It was inevitable that networking’s journey would become not only software-defined, not only software-driven, but reach an apotheosis of developer-driven software, period. With eBPF, networking and software merge seamlessly.
Taking a Trip with Hallucinatory AI
I admit that I’m still struggling to get the hang of retirement. I’m officially retired – in that I no longer collect salaried remuneration from an employer for professional services rendered – but I’m not exactly living a superannuated life of leisure. No beach chairs, sun parasols, golf clubs,
Going Over the Top, Again
NVIDIA might beat the Street one more time later today, but the denouement of this market drama will follow a banal, hackneyed, and all-too predictable script. At some point, NVIDIA’s investor brigade will go over the top, if not later today then next quarter.
The Evolution and Future of the Celebrity CEO
I had an epiphany – though you can decide whether I was beguiled by a mirage – while reading a recent Wall Street Journal article that explored China’s penchant for CEOs to double as entertainers.
According to the article, the rise of the entertaining CEO derives from the hierarchical and regimented
The Accelerating Drive To AI Consolidation
By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.
AI Portents in Current Wave of Tech Layoffs
If we carefully monitor the job cuts in the technology sector, we will gradually gain more clarity on just how much AI will impact not just those businesses but, in the fullness of time (which is not that full amid the quickening pace of technological acceleration), all industries and organizations.
On Intel’s Past, Present, and Future
Intel clung tenaciously to what made it great in an earlier era, and now it finds itself a diminished presence, struggling to regain lost dominance.
The Strategic Logic of the Equinix-NVIDIA AI Partnership
News of an AI partnership between Equinix and NVIDIA should come as no surprise. The two companies are bound together by complementary opportunities and common threats.
Food for Thought: Savoring a Feast of Networking Predictions
The impulse is irresistible, even though people invariably know it’s a fool’s errand. Yes, I’m alluding to the annual predictions that pundits and representatives of IT vendors issue every year in late December or early January. In my career as a market analyst, I was often compelled