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A collection of 82 issues

On the Long and Costly Road from GenAI to AGI

I read this week that equity strategists are now vigorously debating the market potential of genAI. It's about time. Universal acclamation is always suspect, just as rational debate is always welcome. As it stands, genAI is performing parlor tricks, especially on Elon Musk’s X, where Grok (from

How Information Technology Turbocharged Globalization, and Why It's Being Asked to Retreat

Technology, particularly information technology, played an integral role in facilitating the rise of globalization during the last part of the 20th century and the first decade or so of this century. Globalization, of course, existed before the rise of modern information technology, but there's no question that IT

News Review: Posterity Won’t Care, But I Do

We live in a world of ceaseless activity. Some of that activity is meaningful, conveying profound significance, while some of it is frivolous, consisting of fleeting distractions that provide amusement, entertainment, and the occasional pretexts for real or feigned outrage. Stuff happens all the time, but very little of will

Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters

Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics

I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality. Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving

Reviewing Some Stuff I Couldn’t Think About

Exploring the Iron Law of Cloud-Era Datacenter Infrastructure

On more than occasion in the recent past, I’ve discussed why I believe Nvidia’s impressive sprint to nosebleed heights on the stock market has set the stage for a descent to a more modest plateau. In the end, Nvidia’s inevitable decline in market valuation will result from

Join the Crusade Against Jargon

Why is the corporate world, the technology industry most definitely included, in a permanent war against candor and intelligible communication? The impenetrable jargon that proliferates within the tech industry has gotten so bad that a digital decoder ring should accompany each press release. What is the industry’s problem? Why

Cisco Q4 Results: Rising Orders Deliver Respite

Juniper and Cisco: Diverging Paths in Shifting Networking Market