It’s the filing race for mega-AI IPO away in earnest this year. SpaceX/xAI has filed, OpenAI is rumored to have filed or imminently filed. And as expected. Anthropic has now raced to file confidentially. Joining Elon Musk’s SpaceX/xAI and OpenAI in...

Big Tech Earnings & AI Capex trends: This week saw strong quarterly results, and reaffirmed commitments to AI capex spending, by big tech companies Amazon, Meta, Google and others. Big tech companies including Microsoft, have lined up over $300+...

Just like in the broader economy, there’s a ‘K-Curve’ AI economy developing fast in this AI Tech Wave. The AI industry is seeing an accelerated move into a la carte AI pricing from subscription tiered ‘all you can eat buffet’ style pricing that was the...

This year began with the big tech companies boasting about ‘supersizing’ just the 100,000 AI GPU data centers from last year’s state of the art AI data centers with tens of thousands of AI GPUs. Mostly from the key global supplier, Nvidia, with its own...

Nvidia founder/CEO Jensen Huang kicked off its GTC 2026 Computex show in Taipei, Taiwan with a keynote again. Last year he outlined his clockwork like AI Infrastructure roadmap from Blackwell to Vera Rubin to Feynman and beyond. A lot was announced across...

It’s a week and a half — of major developer conferences ahead. And Microsoft, Nvidia, and Apple are all charting (and tweaking) their AI strategies. Microsoft with its Build conference, Nvidia with its annual GTC in Taipei, and Apple next Monday with...

The Bigger Picture, Sunday 5/30/26 As the Uber CTO illustrated a few days ago, here is a backlash developing to AI tokenmaxxing this AI Tech Wave. Now the Uber COO is asking what return they’re getting for that AI compute spend. This only months after...

Nvidia’s Jensen Huang CES 2025 Keynote highlights: Jensen Huang’s CES 2025 keynote covered new ground on Nvidia’s roadmap from its LLM AI dominating AI GPUs & Infrastructure, to new Blackwell powered hardware/software for ‘Physical AI’ driven markets....

As one digests Apple’s WWDC 2024 ‘Apple Intelligence’ announcements, it becomes very clear that Apple is going a very different way than its big tech peers. And perhaps borrowing a page from a ‘blast from the past’. After almost two years into this...

Apple Intelligence & new hardware next week:  Apple has a Mac event on Monday, with new AI powered M4 Mac models, and Apple Intelligence iOS 18.1 being released for iPhones and iPads. The company is also testing iOS 18.2 with Developers with more...