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AI

A collection of 81 issues

Presenting a Tapas Menu of Recent Tech News

Each week, we’re swamped by events and information. It’s hard to keep up. We do our best to remain apprised of what matters to us, but relevant developments can evade the notice of even the most diligent observer. What follows are news items that caught my attention but

Treading Carefully on Oracle's AI-Inspired Growth Narrative

More than AI Recalibration Behind Layoffs at Google and Microsoft

I promised yesterday that I would deliver this post today. That's one promise kept. If somebody let you down today, it wasn't me. Back in the sepia-toned days of my early career – when I wore a zoot suit, a skinny tie, and a gangsterish fedora on

Retirement: Don’t Believe the Stereotype

At the end of June, I will have been nominally retired for exactly one year. I’ve used the word nominally with considerable care, though I just as easily and accurately might have invoked the word ostensibly. What do I mean when I introduce these qualifiers? Well, people ask me

Cisco Touts Brighter Future Amid Current Travails

AI is Okay, but Can People Be Trusted with It?

I covered Arista’s latest quarterly financial results earlier this week, and I’ll probably comment on Cisco’s pending quarterly results, due at close of trade tomorrow, later this week. Today, though, I’m going in a different direction. When I launched this digital shanty last August, those who

Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance

Market Frenzy Pressures AI Engineers to Burnout and Despair

You may have heard that we’re in the midst of an AI market frenzy. You might choose to call it an AI gold rush, or, if you’re less favorably disposed, an AI mania. Whatever you choose to call what’s happening today, I think we can all agree

AI’s Runaway Capex Raises Questions, Signifies Big Changes Ahead

Alphabet (Google), Microsoft, and Meta were among the companies posting quarterly financial results this week. (Amazon will report next week.) The market responded enthusiastically to results from Google and Microsoft, but Meta’s results aroused ambivalence followed by deep concern. Beyond the respective revenues and earnings of the technology behemoths

The Datacenter Energy Crunch: More Opportunity Than Threat

Lately, I’ve spent some of my now-copious free time pondering the future of datacenters, suddenly pressured by AI to quicken their evolutionary pace. As you may have heard, AI is notorious for its voracious appetite for energy and its unquenchable thirst for water. Today’s post is relatively brief,