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...

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...

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 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 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 —...

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...

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....

The US/China ongoing geopolitical tech and AI ‘threading the needle’ tussle in this AI Tech Wave, continues to accelerate in a tit for tat set of steps in extraordinary directions. A few weeks ago, OpenAI made big AI waves releasing its next gen Sora AI...

Regular readers and listeners here at AI-RTZ have seen my posts on how Anthropic have been racing past OpenAI of late. Led by the global developer and enterprise popularity of its Claude Code and recently Claude Cowork AI applications. It’s driving...