Topic
A collection of 27 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
Taking in the Big Picture at OpenAI
It’s nearly impossible to keep up with all the announcements relating to genAI. Something new – funding, partnerships, releases of new or improved LLMs, executive hires, launches of strategic roadmaps – jumps to the front of the queue each day, to be brusquely displaced by something else, often later the same
How Information Technology Turbocharged Globalization, and Why It's Being Asked to Retreat
Technology, particularly information technology, played an integral role in facilitating the rise of globalization during the last part of the 20th century and the first decade or so of this century. Globalization, of course, existed before the rise of modern information technology, but there's no question that IT
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