A Tale of Datacenters and Places: Clouds Come Down to Earth Datacenters need homes, but not everybody wants them
AI Puts Consultancies Between a Rock and a Hard Place How and Why Consultants Made the Cardinal Error of Overpromising and Underdelivering
Addressing Big Questions: Is the AI Market a Bubble About to Burst? It's Probably Not a Full-Fledged Bubble, but Here's How You'll Be Able Tell
Nvidia’s Chinese Misadventure Takes Another Sharp Turn I was right! (Insert joke about broken clock and blind squirrel)
Cisco’s Quarter was Okay, but the Post-Earnings Conference Call Needs Some Work Answering the Call, but Not Saying Much