The Cloud Czars’ Wrong Turn
Right now, there’s a lot of hate for the Cloud Czars and their leaders. There are now four such Czars, ...
Read moreDetailsRight now, there’s a lot of hate for the Cloud Czars and their leaders. There are now four such Czars, ...
Read moreDetailsAlmost lost amid the hullaballoo over Trump’s tariffs was what may be the start of the AI crash. Nvidia (NVDA) ...
Read moreDetailsAI has been challenged in the last year by overexuberance and by the failure of LLMs to scale. Its challenge ...
Read moreDetailsMeta Logo I have been no fan of Meta Platforms (META) in the past. I owned the stock briefly, selling ...
Read moreDetailsThe Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates. ...
Read moreDetailsI look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.
Read moreDetailsThere will be a reshuffling, away from basic enablement like cloud and A.I. “operating systems,” toward applications and solutions.
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