Semis like Nvidia, AMD battle US China tariffs: Nvidia founder/CEO Jensen Huang visited Beijing to stress the importance of the China market to the company. This is in the teeth of rising US curbs on US AI chip exports to China by Nvidia, AMD and others....

Much of the debate in this AI Tech Wave has been on the pros and cons of ‘Open vs Close’ source LLM AIs and related technologies. Especially on the impact of open source AI software companies like Meta in the US, and DeepSeek out of China. I’ve argued...

We’ve long discussed tech/AI talent as one of the critical inputs that is supply constrained globally and particularly in the US in this AI Tech Wave. Especially as AI innovation both with LLM AI and Physical AI expand and deepens the hiring requirements...

Big tech companies in the US and abroad are doing what they must do to navigate the new global Trump Tariff world. Something I’ve discussed in multiple parts, as a trend in this AI Tech Wave. Where companies from Apple to Nvidia to to OpenAI/Softbank to...

OpenAI outlined their roadmap to artificial general intelligence (AGI) last year with ‘5 levels’ and an undefined time line measured in years (see chart below). Starting with Chatbots like OpenAI ChatGPT as Level 1, to AI reasoning as Level 2, AI...

We’ve talked about how China’s tech companies are more than giving its US counterparts a run for their money in AI Tech innovation. From home-grown startups like DeepSeek (open source LLM AI & AI Reasoning), to Manus (AI Agents). And state of the art...

The Bigger Picture, Sunday 4/13/25 The Bigger Picture this weekend is that Apple and Nvidia, the US’s two biggest companies, were spared the Trump Tariff ‘Hangman’s Noose’. For now. Along with a host of electronics, semiconductor and other US...

Trump Tariff Impact on US AI/Tech: The Trump Tariffs continue to shake up global economies and markets, with uncertainties despite the ‘90 day pause’ and China tariffs ratchet up to 145%+. In particular, the tariffs have singular implications for the US...

Power for self driving EVs and more recenty AI, have been an area of sourcing concern for some years. Growing beyond the calls for more Power by Elon Musk and others.m The red lights have been flashing for a while. I’ve long discussed the secular, bottoms...

The media of course is lapping up the ‘drama’ of it all. How the markets rebounded in minutes, with the kind of rallies not seen ‘since 2001’. After the President blinked and chose to theatrically ‘pause’ his ill-considered reciprocal tariffs on...