Most things Elon Musk of course lead to space. There’s even a Tesla roadster with a dummy astronaut floating out there today, in an elliptical orbit around the Sun. SpaceX, his other major company after Tesla, would normally not be viewed as an ‘AI...

Google continues to build on its Gemini 3 tailwind vs OpenAI, Anthropic et al LLM AI companies, now with Developers in the Enterprise AI market. Regular readers may remember my piece this past Fall, where the news was about Google’s headwinds with...

In the iconic words from ‘Jaws’ (1975), ‘You’re gonna need a bigger boat’. That’s been the non-stop message message from the LLM AI companies over the last few years. The refrain led by OpenAI in particular, whose founder/CEO Sam Altman has been saying...

NEWS OF THE WEEK: Apple+Nvidia 40%+ of Taiwan Semiconductor’s (TSMC) Business: AI-RTZ #964: AI: Reset to Zero AI: Closer look at the Apple/TSMC chip partnership. RTZ #964 I’ve long discussed the criticality of Taiwan Semiconductor (TSMC) for the global...

We’ve long discussed the AI Talent Wars accentuated by Meta last year, that have become a key supply constraint at this point in the AI Tech Wave. Most of that focus has been on super high priced AI Researchers who build the massively scaling AI training...

As discussed in these pages, OpenAI had an extraordinary year in 2025, culminating in its third anniversary of ChatGPT on November 30 last year. This while its peers had a pretty good year for the most part too. Then of course came its internal ‘Code Red’...

Apple goes with Google Gemini for Siri: After months of speculation, Apple and Google are officially working together on an AI revamped Siri due later this year. Apple will be customizing a version of Google Gemini into Siri Apple Intelligence, as well...

A major factor for the AI Tech Wave this year as with last, of course are the geopolitical US/China machinations over AI Investments, Trade, and Tariffs. And ongoing Trump administration rules, regulations and requirements for key AI/Tech companies,...

Every major tech wave sees a move to standards after the early rush by key players to stake their custom claims on a new core technology. This AI Tech Wave is no different, As expected, tech/AI companies are continuing to move AI tech...

Meta founder/CEO Mark Zuckerberg is accelerating his super-sized AI strategy early in 2026. Remember how he amped up the AI Talent quest last year with hires and acqui-hires at Scale AI, OpenAI, Apple and beyond. The moves will have reverberations...