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Goldman Sachs

A collection of 5 issues

When it Comes to AI, Clear-Eyed Pragmatism Beats Slaphappy Optimism

After my return from vacation, I had a lot on my plate these last few days. The preceding sentence is my way of apologizing for not providing a post earlier this week. Still, I’ll attempt to make amends, offering this post today and another tomorrow (on Nvidia GTC . . . for

Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy

There’s an article in – of all places – Foreign Policy that I recommend you read. I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight

Intel: An Uncomfortable Present and an Increasingly Uncertain Future

Intel’s Fitful Transformation Gets Bumpy

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