Why AI is Attracting VC Backing for Software Development
And Why It Might Fall Short of Expectations in Other Areas
Topic
AWS
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
Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics
I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality.
Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving
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