Three Puzzle Pieces in the AI Mosaic
Reasons for concern as reality intrudes
Topic
IT Infrastructure
A collection of 77 issues
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
Trump’s China Reversal Gives Nvidia a Hollow Victory
The chip has sailed
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls