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Information Technology

A collection of 91 issues

Living on the Nuclear Edge – Don't Worry, Not That One

One of the certainties of life is that neither good times nor bad times last indefinitely. Another certainty is that companies, as well as individuals, will experience ups and downs. Dealing with good times isn’t a problem. Regardless of whether you’re steering a ship or whether you’re

Mind the Adaptation Gap: Why the Late-Stage Information Age is a Time of Great Peril

I’ve spent a lot of time ruminating during the past few weeks, and I’ve concluded that many of you are too polite to tell me what I’ve been doing wrong. I thank you for your empathy and kindness, but I would not have objected to a constructive

No Surprises in Cisco’s Latest Quarter, but Federal Storm Clouds Threaten

Personal Reflections on Tariffs and the Law of Unintended Consequences

I grew up in a blue-collar neighborhood. Nobody in our area had much money, except for a few people who might have been connected to organized crime, and I assume they did what they could to hide evidence of prosperity and to obscure the provenance of any alleged ill-gotten gains.

Reviewing Beneficiaries of GenAI Datacenter and Infrastructure Spending

Getting It Right on Intel

I’ve heard there was an election in the United States. You will find an abundance of commentary on the election results elsewhere, but don’t look for any of that prattle here. Almost everybody who provides a post-mortem on election results will attempt an analysis through a prism of

AI Infrastructure Spending Gives Tech Investors a Halloween Fright

Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy

There’s an article in – of all places – Foreign Policy that I recommend you read. I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight

LNG Oversupply? With Tech’s Ascension, There’s No Such Thing as Enough Energy

A few years ago, if you flew across North America on a clear day, preferably in an aircraft, you would sometimes see natural gas flares burning below you at ground level. Natural gas often is found in proximity to oil, so while the oil was extracted and transported for processing

A Strange Brush with Tech-Industry Ageism

I have been strafed by a cold, or a flu, or by some other unwelcome invader. I suppose it’s the season for such maladies. On the bright side, I’d rather play host to the nasties now, if I’m going to have them at all, than during the