Sometimes it’s worth hearing common sense words at a time of globally anxiety driving hype from someone whose peers are spreading said doomer hype. Sometimes the better answers are in the middle. I’ve written about the common sense AND candid words by AI...

We may need to make room for a third global smartphone and OS (operating system), besides Google Android and Apple iPhone after all. New media reports continue to heighten expectations for an OpenAI Smartphone next year. I’d referred to this possibility...

The current geopolitical dynamics between the US and China are making a lot more AI things possible for Huawei in its home country, the second largest AI market in the world. I outlined yesterday how the US/China geopolitical dynamics are increasing...

The frame running through every item today: AI FDEs go from engineers to entities. The Forward Deployed Engineer (FDE), and other Employees,— popularized at Palantir, then adopted across the AI-native frontier vendors — was the early manifestation of how...

The Bigger Picture, Sunday, May 3, 2026 Regular AI-RTZ readers and ARD podcast listeners know that I’m in the Jensen Huang camp of balancing US/China realities rather than either side taking their marbles and going home. Especially when it comes to AI...

The frame running through every item today: Building multi-gigawatt AI data centers is getting HARDER. The financing side has accelerated to historic speeds — hundreds of billions per year, moving toward trillions. But the physical-world layer —...

I’ve discussed the intensifying ‘Coke vs Pepsi’ competition between Anthropic and OpenAI ahead of their respective trillion dollar each, mega-AI IPOs later this year. All as Elon Musk races to get SpaceX/xAI public by June with a $1.75+ trillion IPO....

Nvidia’s Jensen Huang CES 2025 Keynote highlights: Jensen Huang’s CES 2025 keynote covered new ground on Nvidia’s roadmap from its LLM AI dominating AI GPUs & Infrastructure, to new Blackwell powered hardware/software for ‘Physical AI’ driven markets....

This year going into next continues to see the leading LLM AI companies ramping up their ‘Level 2 AI Reasoning’ and ‘Level 3 AI Agent’ capabilities this AI Tech Wave. It’s something discussed at length here, particularly in the context of OpenAI’s roadmap...

As one digests Apple’s WWDC 2024 ‘Apple Intelligence’ announcements, it becomes very clear that Apple is going a very different way than its big tech peers. And perhaps borrowing a page from a ‘blast from the past’. After almost two years into this...