This year began with the big tech companies boasting about ‘supersizing’ just the 100,000 AI GPU data centers from last year’s state of the art AI data centers with tens of thousands of AI GPUs. Mostly from the key global supplier, Nvidia, with its own...

With growing excitement for AI driven robotics, and especially humanoid robots in the home, as this AI Tech Wave leans into ‘Physical AI’, it’s easy to forget how hard it is to build successful hardware/software businesses in tech. I’ve written about...

All this year we’ve discussed the AI Data Center and Power Gold Rush in these early days of the AI Tech Wave. In the beginning of the year we were discussing it in terms of tens of billions of spending per big tech company. We’re ending the year with...

The Bigger Picture, December 14, 2025 I highlighted in the weekly summary yesterday how State Level AI regulatory moves continue, as the Trump Administration continues to push against State Level AI regulations. This is a Bigger Picture worth...

Keywords AI, Disney, OpenAI, Nvidia, AGI, technology trends, copyright, prediction markets, gadgets, tech habits Summary In this episode of AI Ramblings, hosts Michael Parekh and Neil McQuanna discuss significant developments in the AI and tech...

OpenAI launches GPT 5.2: OpenAI quickly followed its ‘Code Red’ last week with ChatGPT 5.2 this week. The release is part of ‘Project Garlic’, with future enhancements to GPT and ChatGPT 5.1 designed to counter Google’s Gemini 3. Dubbed ‘it’s best model...

The ongoing tussles and kerfuffles between LLM AI companies and content/copyright owners saw some notable developments today. With OpenAI and Disney signing an investment plus content sharing deal on the one hand. A deal with wariness on both sides and...

I’ve been discussing for a while the growing schism in this AI Tech Wave between the AI Researchers that believe AI Scaling can get us to AGI, in any form. And the increasing community on the other side that say a different path may be needed. These...

A new deal to let Nvidia sell chips into China has been struck, for ‘A Piece of the Action’, as the famous 1968 Star Trek episode goes. And it may be a move backwards and forwards. Nvidia has been on a secular roll with its product momentum globally...

I’ve often said in these pages that two seemingly opposite things can be true at the same time. And they can both attract like flames to moths. We seem to be at a macro moment of that type for this AI Tech Wave. The debate of course is around whether...