Internet

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...

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...

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

AI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....

For decades those in the Creative Class were lulled to sleep by the thought that they were partners in the...

I was wrong. OpenAI got the money. The AI Crash has been delayed. Private investors put in $6.5 billion for...