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Microsoft

A collection of 28 issues

A Brief but Terrifying Nightmare on Wall Street

I could have written about any of dozens of topics today. I was tempted, after reading for the second time Julian Barnes’ Nothing to be Frightened Of, a meditation on death and dying, to plump for death – as a subject of discourse, you understand, not as a final existential act.

Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance

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.

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.