Amid all the wailing, gnashing of teeth, and rending of garments among liberals about Biden’s debate performance, something is being...
Read moreBig tech is headed for a crash, worse than the one that caused the dot-bomb a quarter century ago. The...
Read moreApple Intelligence rejects the assumptions of Big AI. It is a turning point for the industry. While analysts are all...
Read moreWhile 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 moreI was taught the inverted pyramid in j-school. (Yes, I’m old.) The headline was the story. You summarized that story...
Read moreThe assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This...
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