Nvidia’s China Problem: Tariff Mayhem Aggravates Matters
It's Never Easy
Topic
Hyperscale
A collection of 64 issues
Why AI Scenarios Are More Important than Predictions
As Planned, Nvidia’s GTC Offered No Surprises
Nvidia’s Results Were Good, But the Market is Full to Bursting
Forget the Asteroid in 2032 — Worry About the Here and Now
I am not among the people concerned about an asteroid, charmingly named 2024 YR4, that is reportedly hurtling through space on a collision course for Earth. Astronomers and physicists estimate that the space rock, which measures from 130 to 300 feet (a wide variance), has about a 1.5% probability
A Case For a Bursting AI Bubble
Let’s be honest. We all have our enthusiasms, and some of them, by their very nature, are partly or wholly irrational.
Nobody can be objectively rational and logically detached all the time. Some of us can’t manage it only some of the time. Humans aren’t wired that
And Now for A Very Different Take on the DeepSeek Cause Célèbre
A media storm raged in the wake of news that China’s DeepSeek open-source AI models were capable of equaling or surpassing the performance of OpenAI’s ChatGPT, which is decidedly not open source.
In the past few days, arguably too much has been written and said about the emergence
Quantum Mania: Amid the Present Puffery, A Seemingly Bright Future
You could say that it’s the best of times, the worst of times, and practically the non-existent times for quantum computing. The sentence I’ve just typed is paradoxical, but that doesn’t mean it’s wrong.
The information-technology industry seems to be forming a consensus that quantum computing
When We Cannot Know: Considering the Suspenseful Case of Super Micro
Today we will look back and look forward. We'll recall a dark tale of a notorious mining company – no longer among the corporate living – and we'll compare and contrast what happened back then with what is happening and might happen at server vendor Super Micro. Fortunately,