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Microsoft

A collection of 28 issues

Taking Stock in Strange Times

I’m back. Perhaps you hadn’t noticed that I’d gone. Well, too late, because I’m back. For a few days last week, I suffered an abundance of thoughts, though few of them – none, actually – merited sharing with an audience. There are times when it’s advisable to

AI Infrastructure Spending Gives Tech Investors a Halloween Fright

New Chapter or Epilogue? x86’s Latest Salvo

Robotaxis, Faux Robo PR, Robo Content Moderation, Kong’s New Valuation, Canadian Quantum, and Tech-Industry Lobbying

Taking in the Big Picture at OpenAI

It’s nearly impossible to keep up with all the announcements relating to genAI. Something new – funding, partnerships, releases of new or improved LLMs, executive hires, launches of strategic roadmaps – jumps to the front of the queue each day, to be brusquely displaced by something else, often later the same

How Information Technology Turbocharged Globalization, and Why It's Being Asked to Retreat

Technology, particularly information technology, played an integral role in facilitating the rise of globalization during the last part of the 20th century and the first decade or so of this century. Globalization, of course, existed before the rise of modern information technology, but there's no question that IT

Intel: An Uncomfortable Present and an Increasingly Uncertain Future

Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters

Reviewing Some Stuff I Couldn’t Think About

Exploring the Iron Law of Cloud-Era Datacenter Infrastructure

On more than occasion in the recent past, I’ve discussed why I believe Nvidia’s impressive sprint to nosebleed heights on the stock market has set the stage for a descent to a more modest plateau. In the end, Nvidia’s inevitable decline in market valuation will result from