Topic
Microsoft
A collection of 27 issues
Market Frenzy Pressures AI Engineers to Burnout and Despair
You may have heard that we’re in the midst of an AI market frenzy. You might choose to call it an AI gold rush, or, if you’re less favorably disposed, an AI mania. Whatever you choose to call what’s happening today, I think we can all agree
AI’s Runaway Capex Raises Questions, Signifies Big Changes Ahead
Alphabet (Google), Microsoft, and Meta were among the companies posting quarterly financial results this week. (Amazon will report next week.) The market responded enthusiastically to results from Google and Microsoft, but Meta’s results aroused ambivalence followed by deep concern.
Beyond the respective revenues and earnings of the technology behemoths
The Datacenter Energy Crunch: More Opportunity Than Threat
Lately, I’ve spent some of my now-copious free time pondering the future of datacenters, suddenly pressured by AI to quicken their evolutionary pace. As you may have heard, AI is notorious for its voracious appetite for energy and its unquenchable thirst for water.
Today’s post is relatively brief,
When Momentum Fades and Exhaustion Looms
Momentum always flags and falters eventually. It’s only a question of when it will happen.
What Data-Egress Fees Have in Common with Hotel California
The Accelerating Drive To AI Consolidation
By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.