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
Topic
IT Infrastructure
A collection of 79 issues
AI Market Risks, Power Chips, and Datacenters in Space
These are interesting times, down here and up there
Three Puzzle Pieces in the AI Mosaic
Reasons for concern as reality intrudes
Quantum Makes Qualified AI Progress
But it won't be an AI panacea any time soon
A Different Take on AI Hype
Not a hype cycle as much as a hype reckoning
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
The Citrini Moment: Not a Fashionable Cocktail, but a Provocative AI Scenario
Between forecasts and fiction
IPO Outlook: Anthropic Isn’t a Bad Bet, But It’s Not A Sure Thing
Like OpenAI, Anthropic burns cash like a pyromaniac
Belated New Year Salutations from the Belly of the Bubble
The song is discordant, but in some ways it’s the same