Once Putin’s War is over, everything’s going up.
Read moreFacebook still refuses to rent its cloud capacity. It continues to ignore government warnings about how it handles data. Its...
Read moreThe announcement that Facebook’s network is available would change the subject, away from its weaknesses, toward its strengths.
Read moreInflation today is just an incentive. It’s an incentive for technology to replace labor, to replace inputs, with lower cost...
Read moreWhile it’s easy to ridicule the metaverse, the enabling technology already exists. The vision is easy to express.
Read moreHarnessing the edge is a good thing, but it won’t create a problem until cloud demand slows. When it does,...
Read moreYou no longer need $1 billion/quarter of free cash flow to become a cloud player. Now you can become a...
Read morePolicymakers focus on the services these companies provide, but it’s the cloud that makes them powerful.
Read moreManagement requirements increase exponentially with Moore’s Law, and everything it touches. And management must be centralized in the hands of...
Read moreI for one welcome our coming machine overlords.
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