Summarizing Last Week’s News This Week
Alibaba Cloud’s Global Push, European Clouds, Anthropic’s Protective Measures, and Sergey Brin’s Threats of Violence Against AI Bots
Topic
Amazon
A collection of 20 issues
Nvidia’s Results Were Good, But the Market is Full to Bursting
Reviewing Beneficiaries of GenAI Datacenter and Infrastructure Spending
AI Infrastructure Spending Gives Tech Investors a Halloween Fright
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
Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters
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
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Goldman Sachs' Intriguingly Ambiguous Assessment of the GenAI Market
“It is my ambition to say in ten sentences what everyone else says in a book— what everyone else does not say in a book.” – Friedrich Nietzsche
Nietzsche said some batshit-crazy stuff, particularly after he was stricken by syphilis – or was it brain cancer? Regardless of what afflicted Nietzsche, the