Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
Topic
Broadcom
A collection of 10 issues
New Chapter or Epilogue? x86’s Latest Salvo
News Review: Posterity Won’t Care, But I Do
We live in a world of ceaseless activity. Some of that activity is meaningful, conveying profound significance, while some of it is frivolous, consisting of fleeting distractions that provide amusement, entertainment, and the occasional pretexts for real or feigned outrage.
Stuff happens all the time, but very little of will
Intel: An Uncomfortable Present and an Increasingly Uncertain Future
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
Cisco Can't Party Like It’s 1999, but the End is Not Near
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
Cisco Touts Brighter Future Amid Current Travails
Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance
Time Sensitive: A Quick Turn on IBM’s Reported Acquisitive Interest in HashiCorp
Okay, I’d better type fast because “unnamed (but familiar and knowledgeable) sources” are up to mischief again. Whenever these anonymous, well-placed chatterboxes leak allegedly impending news to select journalists, especially those employed at high-profile publications of the business press, you know that something is sure to happen, even if