Topic
Hyperscale
A collection of 69 issues
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.
HPE Acquisition of Juniper Would Mark End of An Era
At one point in the Godfather III, the last film in the highly regarded mafiosi saga, Michael Corleone, played by Al Pacino, exclaims: “Just when I thought I was out, they pull me back in.”
Although I am neither a mafioso nor an actor who plays one in a classic
Technology Markets: The Human Factor and Generational Change
Oracle and the Quest for Eternal Corporate Youth
John Chambers, Tech History, and AI and Cloud
John Chambers, former Cisco CEO and current venture capitalist, was interviewed recently by Investor’s Business Daily. He offered some perceptive observations, including one that I will explore in detail, but first allow me to take you down memory lane for a short diversionary stroll.
When I joined Cisco Systems