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A collection of 83 issues

Personal Reflections on Tariffs and the Law of Unintended Consequences

I grew up in a blue-collar neighborhood. Nobody in our area had much money, except for a few people who might have been connected to organized crime, and I assume they did what they could to hide evidence of prosperity and to obscure the provenance of any alleged ill-gotten gains.

Reviewing Beneficiaries of GenAI Datacenter and Infrastructure Spending

Getting It Right on Intel

I’ve heard there was an election in the United States. You will find an abundance of commentary on the election results elsewhere, but don’t look for any of that prattle here. Almost everybody who provides a post-mortem on election results will attempt an analysis through a prism of

AI Infrastructure Spending Gives Tech Investors a Halloween Fright

Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy

There’s an article in – of all places – Foreign Policy that I recommend you read. I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight

LNG Oversupply? With Tech’s Ascension, There’s No Such Thing as Enough Energy

A few years ago, if you flew across North America on a clear day, preferably in an aircraft, you would sometimes see natural gas flares burning below you at ground level. Natural gas often is found in proximity to oil, so while the oil was extracted and transported for processing

New Chapter or Epilogue? x86’s Latest Salvo

A Personal Note

About a year ago, a little more than a year into my retirement, I had a conversation about how to go about retiring with a former colleague, who was still employed at the time. We arranged the call on LinkedIn and I took it while I was on one of

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

Why Intel’s Future is Unlikely to Include an Acquisition by Qualcomm

Large parts of the technology industry would like to think of themselves as apolitical. Many denizens of the technology world might have no use for politics, but politics, especially of the geopolitical variety, unquestionably has use for many of them. As geopolitical tensions between the U.S. and China intensify,