End of the Cloud Era
While researching an upcoming story on Nvidia, some facts came to light that made me realize we’re at the end ...
Read moreDetailsWhile researching an upcoming story on Nvidia, some facts came to light that made me realize we’re at the end ...
Read moreDetailsWhat’s very clear, 18 months after the launch of ChatGPT, is that it wasn’t the revolution that was advertised. It’s ...
Read moreDetailsThe biggest tech story of the week flew under the radar. That was the collapse of enterprise software stocks. Salesforce.com ...
Read moreDetailsNvidia is leading an AI Infrastructure boom. Cloud Czars, stuffed with cash, are buying equipment and software with both hands. ...
Read moreDetailsThe assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This ...
Read moreDetailsThe Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates. ...
Read moreDetailsThere isn’t one AI market right now. There are two. One is real. One is fake. What people care about ...
Read moreDetailsWhen the Web was young, open source helped lead innovation. Individual programmers and small companies joined together, under a shared ...
Read moreDetailsAI Infrastructure is the first upgrade to basic technology since the iPhone. Right now, it’s highly proprietary. History says it ...
Read moreDetailsThirty years ago, I didn’t have to upgrade my computer for the Internet. Browsers worked on most machines of the ...
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