Nobody Knows Exactly What AI Will Mean for Jobs, but Executive Consensus Shifts Toward Cuts
Amid the Poor Visibility, We Should Plan for a Rainy Day
Topic
Amazon
A collection of 21 issues
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
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