The Strategic Logic of the Equinix-NVIDIA AI Partnership
News of an AI partnership between Equinix and NVIDIA should come as no surprise. The two companies are bound together by complementary opportunities and common threats.
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A collection of 82 issues
“Year of Efficiency” to be Followed by AI-driven “Years of More Efficiency”
AI Brings a Bracing Second Wind to Robotics
HPE Acquisition of Juniper Would Mark End of An Era
At one point in the Godfather III, the last film in the highly regarded mafiosi saga, Michael Corleone, played by Al Pacino, exclaims: “Just when I thought I was out, they pull me back in.”
Although I am neither a mafioso nor an actor who plays one in a classic
Historical Myopia in the Tech Industry
Season’s Greetings on "Bad News Friday"
The holiday season is well and truly upon us, and many of you have already decamped for festivities with family and friends. Last-minute shopping and holiday preparations are also in full swing, which probably means you don’t have a lot of spare time available for reading posts like this
Oracle and the Quest for Eternal Corporate Youth
The SADness of Generative AI
John Chambers, Tech History, and AI and Cloud
John Chambers, former Cisco CEO and current venture capitalist, was interviewed recently by Investor’s Business Daily. He offered some perceptive observations, including one that I will explore in detail, but first allow me to take you down memory lane for a short diversionary stroll.
When I joined Cisco Systems