Billions of dollars are being invested today in Nvidia data centers and software, aiming at something called Artificial General Intelligence...
Read moreDetailsThe AI stock boom that began two years ago passed another test this month, as enterprise software companies reported big...
Read moreDetailsOver the holiday, hanging out at Facebook for the first time in years, I found Cluetrain co-author Doc Searls flagging...
Read moreDetailsWhile waiting for Nvidia earnings on Wednesday to determine the short-term course of the market, let’s see where the technology...
Read moreDetailsEveryone wants to talk about the Election today. I don’t. Instead, I want to talk about what separates car cities...
Read moreDetailsThe rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...
Read moreDetailsAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
Read moreDetailsIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...
Read moreDetailsI was wrong. OpenAI got the money. The AI Crash has been delayed. Private investors put in $6.5 billion for...
Read moreDetailsOn top of everything else going on, AI is about to have its first market crash. OpenAI is seeking $6.5...
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