Cruising at Speed Around News Harbor
Several ports of call and a helpful PSA
Topic
IT Infrastructure
A collection of 93 issues
Human Ruminations on the AI Bubble
Give it some thought
Market Reaction to Cisco’s Results Highlights Need for Greater Reporting Transparency
Obscurity doesn’t serve anyone
History Rhymes Again: Rise of Open-Source AI Models Incites Vitriol
The Ball(mer) is in play
Between Nervous Hedging and Compulsive Pitching
CoreWeave hedges, OpenAI prepares home hardware, SpaceX returns to Earth
Summer News Roundup: Storm Clouds on the AI Horizon
Private credit’s woes, AI’s pattern blind spot, Meta’s creepy glasses, DeepSeek’s chips, ChatGPT’s work mode, and agentic AI’s energy profligacy.
Meta Leak Timed Impeccably
Pro tip: Take out the trash before the long weekend
Drawing a Hard Line Between Token Spend and Token Wastage
CFOs inevitably demand an accounting
IBM Says Moore’s Law Rides Again
Behold the Nanostack
The Market Questions Oracle’s Capacity to Keep Up
Inability to meet table stakes could end in a bum’s rush