I’ve long discussed how Europe, led by the European Union (EU), has been marching to a different set of tech/AI priorities for its 450+ million residents, and 27 member states (independent countries). And despite concerns across Europe’s business...

Today’s theme: the drumbeats of progress march on — one of my favorite phrases from literature. The day-to-day drumbeat of AI isn’t standing still; it keeps marching, across borders and across companies large and small. Three events make the point — TSMC,...

I’ve discussed how Nvidia has been leading the open source AI charge in the US, and countering China’s global lead in open source models this AI Tech Wave. Nvidia has its own strong Nemotron open source models, along with models from partners like...

Today’s theme: get while the getting is good. The money is rushing into this AI tech wave from every direction — and that’s no surprise, especially after the $1.7-trillion-plus SpaceX IPO. Three events make the point — around Wall Street, M&A, and...

Well, that was fast, even at the pace of things this AI Tech Wave. China’s AI ‘wonder kid’ DeepSeek, is back for more funding, less than a month after its first big one, raising $7 billion pluson a $60+ billion valuation. As I’ve outlined in detail, both...

Today’s theme: shift happens — especially the unexpected shifts in this AI tech wave. Three events make the point — around IBM, Meta, and Microsoft — each with my Take, then my Overall Take. Three events for the AI Tech Wave. (1) IBM’s Fortunes...

Sometimes in big tech, big initiatives that don’t work out end up paying important dividends down the road. That may be the case for Apple and its ‘Apple Intelligence’ strategy this AI Tech Wave, often viewed as the AI laggard amongst it peers. I’ve...

Today’s theme: Too much of a bad thing can be a thing. We’ve all heard the phrase “too much of a good thing” — well, too much of a bad thing can be a thing too, even when good was the original intent. Three separate AI events today make the point: AI...

By now, it’s one of the biggest global media stories in the continuing drama filled early days of the AI Tech Wave. Apple is suing OpenAI, its previously lauded early partner in AI. Over accelerated and massive hiring of AI talent and alleged charges...

The Bigger Picture, Sunday July 12 2026 I’ve been talking about global memory shortages spiked by the AI Tech Wave for over two years now. And now that ‘RAMageddon’ is here, it may be here longer than most assume. Especially given the cyclical ups and...