Month: October 2024

When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a ...

The rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to ...

From the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion, ...

Jensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last ...

The first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and ...

When the economic history of our time is written, I’m afraid that Joe Biden’s Build Back Better plan will be ...

Almost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer ...

In my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is ...

One of the great mysteries of 2024 is why the markets continue to rise going into the November 5 election. ...

Moore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to ...