It’s November 2025, and AI Data Center & Power capex boom is driving most of the US quarterly GDP growth. The earnings results of most of the big tech Mag 7 had investor focus mostly on AI capex, with post market reactions up or down. Wall Street for...

I’ve been clear and vocal on the ongoing fears over AI leading to net job losses, for some time now. And continue to believe we will look back on this AI Tech Wave in a few years, and wonder why we thought AI meant fewer people needed overall. Fears over...

The iconic Microsoft/OpenAI partnership, turbo-charged by Nvidia, is entering a new phase. The three CEOs Sam Altman, Jensen Huang, and Satya Nadella depicted above, are evolving along new paths. Just as the ink is drying on the re-drawn...

I’ve emphasized from the beginning here that this AI Tech Wave will see its ultimate promise of AI applications and services distilled and powered by BOTH large and small language models (LLMs and SLMs) under the hood of most AI devices. Be they...

Sometimes it’s the simplest things that make the best user features. To let them do more with less friction. Get stuff out of the way, so they can get what they came for. This principle has served companies like Google, Amazon, and other major tech...

The AI drama continues in this young AI Tech Wave. We now know what OpenAI co-founder and LLM AI luminary Ilya Sutskever is going to be doing next. After being the catalyzing vote to first oust co-founder and CEO Sam Altman, then promptly reversing himself...

As I’ve discussed in earlier pieces, there’s a big transition coming as AI moves from chatbots to AI Agents and Reasoning on the AI Tech Wave roadmap to AGI as proposed by OpenAI and others. AI Agents seem simple and attractive as the next layer of value...

Keywords AI, technology, small language models, job market, home automation, earnings reports, political impact, innovation, smart devices, social perception Summary In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss...

At Nvidia’s last GTC Developer conference back this March, Nvidia founder/CEO Jensen Huang talked about wanting “Enterprise to think ‘AI Factory’, not data center”, as Techcrunch explained back then: “In Monday’s keynote at Nvidia’s GTC 2024 event, CEO...

As I’ve outlined before, AI ‘Digital Twins’ are a central focus in the next innings of this AI Tech Wave roll out. A ‘mirror world’ like no other ahead. Be they enterprise or consumer, used for ‘smart agent’ conversational chatbot applications,...