Topic
News
A collection of 97 issues
Many Jobs are Boring, and That’s Okay
First of all, I hope the Americans among my modest readership have recuperated from the turkey-induced torpor of yesterday’s orgiastic feasts. In my part of the world, Thanksgiving was not celebrated, but even if it was, I would have forgone the turkey. I mean no offense to those who
Dell Warns that AI Ascent Will Not Be Linear
No Surprises in Cisco’s Latest Quarter, but Federal Storm Clouds Threaten
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