Topic
Tech Industry
A collection of 120 issues
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
Young VCs Air Grievances on the Unfairground
Juniper and Cisco: Diverging Paths in Shifting Networking Market
Intel’s Fitful Transformation Gets Bumpy
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly