Hyperscale

Tales from the Melt-Up in the AI Time Machine

Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount

Warning Signs Flashing Insistently at OpenAI

These risks aren’t shy about announcing themselves

Quantum Makes Qualified AI Progress

But it won't be an AI panacea any time soon

AI and the Question of Trust

How to escape “human enfeeblement”

On the Oracle Layoffs (and Recent Layoffs More Generally)

Something big is happening, but what is it?

Welcome to the Lightning Round

Thunder to follow

Nvidia Continues to Excel, But Some Factors are Beyond Its Control

AI needs greater revenue-generating enterprise demand to keep Nvidia's wheel of fortune spinning

Between Peak Negativity and a Long, Hard Fall

Risk mitigation is always good insurance

IPO Outlook: OpenAI Looks a Little Like Netscape

You can see why Sam Altman is reluctant to go public

Finding Equanimity Amid the Noise

Rational Talk about Bubbles