AI Ramblings: Episode 47

NEWS DISCUSSION OF THE WEEK:

1. OpenAI’s Tilt to Enterprise with a Consumer Management Team

   1. AI-RTZ #1032, topic #2:

AI: Reset to Zero

AI: Weekly Summary. RTZ #1032

Nvidia GTC 2026 Trillion+ $ AI Roadmap: Nvidia rolled out an unexpectedly super-sized AI product roadmap at its 2026 GTC, flanking most competitive prospects in the near term. Founder/CEO Jensen Huang’s detailed Keynote had a dense, deep and diverse array…

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2 days ago · 6 likes · Michael Parekh

1. 1. AI-RTZ #1021:

AI: Reset to Zero

AI: OpenAI IPO prospects assessed 6 months early. RTZ #1021

The handicapping on Wall Street is getting louder…

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13 days ago · 5 likes · Michael Parekh

1. Google Gemini AI Leverages billions of Users’ data for ‘Personal Intelligence’

   1. AI-RTZ #1029:

AI: Reset to Zero

AI: Google Gemini AI rolls out ‘Personal Intelligence’ at scale. RTZ #1029

I’ve talked about the importance of memory tied into AI as a key element of mainstream AI utility since the beginning of AI Reset to Zero over a thousand daily posts ago…

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5 days ago · 7 likes · Michael Parekh

1. Helium joins Memory as latest AI Supply Constraint

   1. AI-RTZ #1927:

AI: Reset to Zero

AI: The newest AI element in shorter supply. RTZ #1027

When it rains it pours as they say…

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7 days ago · 7 likes · Michael Parekh

1. 1. AI-RTZ #1030:

AI: Reset to Zero

AI: Global memory shortages of 20%+ through 2030+. RTZ #1030

We now have more confirmation that the global memory shortage and ever higher prices for most electronic things, will last at least through 2030. That’s from the chairman of SK Hynix, the ‘Nvidia’ of the memory chips that go into most of the AI Data Centers…

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4 days ago · 10 likes · Michael Parekh

MAIN TOPICS: Nvidia GTC 2026 Rocks Trillion Dollar AI Roadmap

1. AI-RTZ #1028:

AI: Reset to Zero

AI: Nvidia GTC 2026 Jensen Keynote roadmaps $1 trillion in AI chip sales by 2027. (part 1) RTZ #1028

Nvidia’s GTC (GPU Technology Conference) 2026 kicked off today with the usual chockfull keynote by founder/CEO Jensen Huang…

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6 days ago · 6 likes · Michael Parekh

1. AI-RTZ #1031:

AI: Reset to Zero

AI: Nvidia’s dense announcements at GTC 2026 worth a trillion+ by 2027. (part 2) RTZ #1031

Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang…

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3 days ago · 8 likes · Michael Parekh

WATCH/READ OF THE WEEK:

1. Google experiments with AI generating news headlines

   1. The Verge: https://www.theverge.com/tech/896490/google-replace-news-headlines-in-search-canary-coal-mine-experiment

OBSESSION OF THE WEEK:

1. Amazon developing an AI Alexa phone, decade after Jeff Bezos’ failed Fire phone: https://www.reuters.com/technology/amazon-plans-smartphone-comeback-more-than-decade-after-fire-phone-flop-2026-03-20/