When Momentum Fades and Exhaustion Looms
Momentum always flags and falters eventually. It’s only a question of when it will happen.
Topic
Hyperscale
A collection of 64 issues
What Data-Egress Fees Have in Common with Hotel California
Thoughts on Cisco’s Isovalent Acquisition, Open-Source Motives, and the New Tech Austerity
It was inevitable that networking’s journey would become not only software-defined, not only software-driven, but reach an apotheosis of developer-driven software, period. With eBPF, networking and software merge seamlessly.
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,
Going Over the Top, Again
NVIDIA might beat the Street one more time later today, but the denouement of this market drama will follow a banal, hackneyed, and all-too predictable script. At some point, NVIDIA’s investor brigade will go over the top, if not later today then next quarter.
Cisco Sings the Inventory Consumption Blues
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.
Promise and Peril: Railroads, Tech Stocks, and Otherworldly Executive Compensation
This is not an investment newsletter. I have neither the expertise nor the inclination to pose as an investment adviser. Like many people, I have no objection to money – I prefer having it to not having it – but I also prefer to spend the remainder of my days living life
On Intel’s Past, Present, and Future
Intel clung tenaciously to what made it great in an earlier era, and now it finds itself a diminished presence, struggling to regain lost dominance.
The Strategic Logic of the Equinix-NVIDIA AI Partnership
News of an AI partnership between Equinix and NVIDIA should come as no surprise. The two companies are bound together by complementary opportunities and common threats.