In the current ‘AI Race’ environment between the US and China, the question often asked is who is ahead. In an ‘infinite game’ of tech waves like this AI Tech Wave, that question is academic. AI tech is going to change society globally, and take decades...

We’re going to have to turn up the volume in AI compute, even beyond 11, as the popular Spinal Tap clip goes. And we’re seeing the reason in the current environment around pricing for AI beyond training of the LLM AI models. On the ‘inference side’ of the...

The Bigger Picture, Sunday, August 31, 2025 Happy Labor Day Weekend! In a ‘Bigger Picture’ piece earlier this month, I again wrote about the “Accelerating Costs of ‘humanizing’ AI”. I cited the ever accelerating risks of mainstream users...

Nvidia’s Strong Results & China Challenges: Nvidia again reported strong FY Q2 2026 results, with across the board strength in its businesses. Their guidance going forward was a bit muted given the ongoing uncertainty over its sales into China....

Nvidia negotiated another extraordinary quarter through exceptionally turbulent geopolitical waters. For now. With Q2 Fiscal 2026 ended, another remarkable earnings results quarter is under Nvidia’s belt. And to cut to the chase, the company continues...

I’ve been discussing ‘AI Browsers’, for a while now. It’s the next major area for LLM AI companies to take their core products, into our web browsers. Both on our computers and phones. The move is logical given that a ‘browser’ app is the single...

The drumbeats for Apple to make a big AI acquisition are increasing. It’s a topic that has been a media and tech industry favorite, with both sides weighing in on why Apple ‘should do something big in AI’. I’m on record that Apple doesn’t need to do a big...

Keywords semiconductors, AI, geopolitical tensions, NVIDIA, Intel, AI anxiety, SEO, GEO, AI browsing, journaling, storytelling Summary In this episode, Michael Parekh and Neal Makwana discuss the critical role of semiconductors in AI development,...

As LLM AI companies continue to race ahead outdoing each other almost weekly in the capabilities of its Generative AI models, Data to both train and run the inference queries of hundreds of millions of users remain an essential never-ending fuel. Data,...

It’s a truism that most humans are driven by fear or greed. A simplistic reality nature has bred into our Darwinian evolution. And as I’ve outlined a lot in these pages, FEAR has been one of the main reasons this AI Tech Wave has been so different than...