Topic
ChatGPT
A collection of 20 issues
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be
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
Treading Carefully on Oracle's AI-Inspired Growth Narrative
The Datacenter Energy Crunch: More Opportunity Than Threat
Lately, I’ve spent some of my now-copious free time pondering the future of datacenters, suddenly pressured by AI to quicken their evolutionary pace. As you may have heard, AI is notorious for its voracious appetite for energy and its unquenchable thirst for water.
Today’s post is relatively brief,
Energy: Tech Constraint or Accelerant?
The technology industry is insular and self-absorbed. Its denizens and principal players often see themselves as singularly important, the ever-shining sun around which all other businesses and industries revolve.
One could argue that there’s some justification for the tech industry’s bumptiousness. The Magnificent Seven have dominated stock-market gains
Taking a Trip with Hallucinatory AI
I admit that I’m still struggling to get the hang of retirement. I’m officially retired – in that I no longer collect salaried remuneration from an employer for professional services rendered – but I’m not exactly living a superannuated life of leisure. No beach chairs, sun parasols, golf clubs,
The Accelerating Drive To AI Consolidation
By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.
Food for Thought: Savoring a Feast of Networking Predictions
The impulse is irresistible, even though people invariably know it’s a fool’s errand. Yes, I’m alluding to the annual predictions that pundits and representatives of IT vendors issue every year in late December or early January. In my career as a market analyst, I was often compelled