Nvidia’s China Problem: Tariff Mayhem Aggravates Matters
It's Never Easy
Topic
NVIDIA
A collection of 33 issues
As Planned, Nvidia’s GTC Offered No Surprises
When it Comes to AI, Clear-Eyed Pragmatism Beats Slaphappy Optimism
After my return from vacation, I had a lot on my plate these last few days. The preceding sentence is my way of apologizing for not providing a post earlier this week.
Still, I’ll attempt to make amends, offering this post today and another tomorrow (on Nvidia GTC . . . for
Nvidia’s Results Were Good, But the Market is Full to Bursting
Forget the Asteroid in 2032 — Worry About the Here and Now
I am not among the people concerned about an asteroid, charmingly named 2024 YR4, that is reportedly hurtling through space on a collision course for Earth. Astronomers and physicists estimate that the space rock, which measures from 130 to 300 feet (a wide variance), has about a 1.5% probability
A Case For a Bursting AI Bubble
Let’s be honest. We all have our enthusiasms, and some of them, by their very nature, are partly or wholly irrational.
Nobody can be objectively rational and logically detached all the time. Some of us can’t manage it only some of the time. Humans aren’t wired that
Amid the Purgatory of HPE’s Uncertain Juniper Acquisition
I haven’t paid a visit to the networking neighborhood for a while, partly because networking, while essential as IT infrastructure, seems a little beside the point when the overall industry and the larger world is teetering on the edge of feral madness.
I ask myself, and no longer in
And Now for A Very Different Take on the DeepSeek Cause Célèbre
A media storm raged in the wake of news that China’s DeepSeek open-source AI models were capable of equaling or surpassing the performance of OpenAI’s ChatGPT, which is decidedly not open source.
In the past few days, arguably too much has been written and said about the emergence
Quantum Mania: Amid the Present Puffery, A Seemingly Bright Future
You could say that it’s the best of times, the worst of times, and practically the non-existent times for quantum computing. The sentence I’ve just typed is paradoxical, but that doesn’t mean it’s wrong.
The information-technology industry seems to be forming a consensus that quantum computing