While waiting for Nvidia earnings on Wednesday to determine the short-term course of the market, let’s see where the technology...
Read moreDetailsEveryone wants to talk about the Election today. I don’t. Instead, I want to talk about what separates car cities...
Read moreDetailsThe rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...
Read moreDetailsAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
Read moreDetailsIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...
Read moreDetailsI was wrong. OpenAI got the money. The AI Crash has been delayed. Private investors put in $6.5 billion for...
Read moreDetailsOn top of everything else going on, AI is about to have its first market crash. OpenAI is seeking $6.5...
Read moreDetailsLinks are the lifeblood of the Web. Killing them means killing the Web. Cloud Czars are killing them anyway. One...
Read moreDetailsEveryone is talking about Andy Jassy’s “Return to Office” demand in terms of employees and morale. The real story is...
Read moreDetailsLast week, Nvidia CEO Jensen Huang gave us our first Clue that the current boom in Generative AI and data...
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