As I’ve discussed in recent days, it’s quite the frenetic fight between sibling companies OpenAI and Anthropic as this AI Tech Wave starts to get going. A fundamentally ‘Coke vs Pepsi’ race, where the Pepsi could become the Coke. Through kerfuffles...

Regular readers here know I’ve been discussing the fast paced changes this AI Tech Wave is wreaking on the world of how humans experience and share their experiences and memories via photos, videos and text. AI over the last few years has raised...

Summary In this episode, Michael Parekh discusses the latest developments in AI, including Nvidia’s stellar quarter, OpenAI’s funding race, regulatory challenges, and the future of satellite internet with SpaceX and Apple. He provides insights into...

The Bigger Picture, Sunday, March 1, 2026 This week’s AI news gave me reason to bring up one of the most unexpected charts (from last year), from an unexpected source, I’ve seen in my career as a tech analyst. Across over three decades of tech waves up...

The Bigger Picture, Sunday, March 1, 2026 This week’s AI news gave me reason to bring up one of the most unexpected charts (from last year), from an unexpected source, I’ve seen in my career as a tech analyst. Across over three decades of tech waves up...

Nvidia Earnings Reign Again: Nvidia logged another strong quarter, capping Q4 and F2026 with expectations beating prior results. All key metrics, revenues, EPS, margins beat consensus and guidance expectations. The stock sold off on the news, with...

I’ve been going on for months how the single biggest input risk in AI Tech Wave for the big and smaller tech companies, is the availability of memory. Right next to Power for the AI data centers. Indeed, memory in our AI systems has been a foundational...

Once again, Nvidia reported better than expected Q4 and full fiscal year2026 results. Across key metrics like revenues, EPS, free cash flow, and gross margins, CEO Jensen Huang walked through how the company experienced a strong quarter and year-end...

There’s a ‘who’s the fairest of them all’ debate going on in this AI Tech Wave on who’s winning the AI chatbot wars right now. Especially given how fast OpenAI is building on it industry lead with the ChatGPT chatbot. Now in its fourth year out in the...

I’ve written extensively of late, on how Elon Musk has been building up his ‘AI Data Centers in Space’ narrative of late for his recently recreated SpaceX/xAI. A potentially big milestone mega-IPO to come in this AI Tech Wave. After recent shell games...