NVIDIA

Cruising at Speed Around News Harbor

Several ports of call and a helpful PSA

Human Ruminations on the AI Bubble

Give it some thought

Market Reaction to Cisco’s Results Highlights Need for Greater Reporting Transparency

Obscurity doesn’t serve anyone

History Rhymes Again: Rise of Open-Source AI Models Incites Vitriol

The Ball(mer) is in play

Between Nervous Hedging and Compulsive Pitching

CoreWeave hedges, OpenAI prepares home hardware, SpaceX returns to Earth

IBM Says Moore’s Law Rides Again

Behold the Nanostack

Unhealthy Concentration in the Tech Firmament

The diversification imperative has been spurned for the AI horn of plenty

VCs Call Time on Software’s Long Feast

But investors must change, too

Tales from the Melt-Up in the AI Time Machine

Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount

The Friday File

A look back, with a forward glance