Topic
AWS
A collection of 18 issues
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
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
Next Week’s Earnings Face Elevated Scrutiny After Tech-Stock Wobble
Reports from the market’s coalface suggest investors might be slowly rediscovering the benefits of diversification. They are learning the hard way a lesson that experience had taught their forebears: If you put too much of your investment capital in one place, whether a single stock or a market sector,
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