The Bigger Picture, Sunday, February 1, 2026 In the race to multiple ‘Bragawatt’ AI Data Centers this AI Tech Wave at a cost of hundreds of billions a year, it’s been a given that power sources from gas to nuclear would be needed by the mega-bucket. New...

Keywords Nvidia, OpenAI, Tesla, Apple, AI, earnings season, MAG-7, EVs, technology, investment Summary In this episode of AI Ramblings, Michael Parekh and Neil McQuanna discuss the evolving partnership between Nvidia and OpenAI, the latest earnings...

Microsoft Results & AI initiatives: Four of the ‘Mag 7’ reported this week, and there were lots of AI implications (others beyond Microsoft discussed below). Microsoft results were inline with expectations, especially on Cloud division Azure metrics....

Meta Founder/CEO Mark Zuckerberg continues to sharpen his AI ambitions by morphing his ‘Meta Superintelligence Labs’ effort. The AI investment momentum continued this quarter, with investors continuing to support the initiatives after the Q4 earnings and...

I’ve previously discussed how Microsoft CEO Satya Nadella has been very proactive in organizing a post-OpenAI partnership strategy for its AI applications across its software empire. That continued focus came through in the company’s latest Q2...

As AI models continue to scale up step by step, tounders of leading LLM AI companies like to write essays on where it’s all headed. As I highlighted two years ago in “A Tale of Two AI Essays (RTZ #598)”, the predictions going forward are typically of...

The world’s top AI Data Center industry execs just wrapped up the Pacific Telecommumications Council PTC 2026 confab in Hawaii. It’s doubtful any of them had a chance to sway in a hammock at all last week. It was the Annual AI Data Center Conference...

Last week I discussed how Apple has a “New Bounce for Apple Design in AI Age” this AI Tech Wave. Around new senior management responsibilities under manufacturing chief John Ternus, and renewed AI direction under software chief Craig Federighi, the company...

Keywords AI, OpenAI, Google, Apple, SpaceX, revenue growth, advertising, AI data centers, leadership changes, technology trends Summary In this episode of AI Ramblings, hosts Michael Parekh and Neil McQuinney discuss the latest trends in AI,...

The Bigger Picture, Sunday, January 25, 2026 About a month ago, in a ‘part 1’ Sunday post, I described about OpenAI and Anthropic, ‘birds of a feather’ with common co-founders, have evolved into two separate, very competitive companies, that are today...