While researching an upcoming story on Nvidia, some facts came to light that made me realize we’re at the end...
Read moreWhat’s very clear, 18 months after the launch of ChatGPT, is that it wasn’t the revolution that was advertised. It’s...
Read moreThe biggest tech story of the week flew under the radar. That was the collapse of enterprise software stocks. Salesforce.com...
Read moreI had been covering the Internet for 9 years by late 1994. I like to say that’s the year the...
Read moreNvidia is leading an AI Infrastructure boom. Cloud Czars, stuffed with cash, are buying equipment and software with both hands....
Read moreThe assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This...
Read moreWhen a company loses its passion, when it tosses employee morale in the sink, it’s time to walk away. I...
Read moreElon Musk insists he’s going to deliver Full Self-Driving, with help from China’s Baidu. The stock is rising as a...
Read moreThe Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates....
Read moreThere isn’t one AI market right now. There are two. One is real. One is fake. What people care about...
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