I’ve outlined in recent days how companies like Moonshot AI out of China, with Alibaba, DeepSeek and others are more than doing their part innovating in AI models this AI Tech Wave. They’re accelerating this competitive efforts technically, and ramping...

The Bigger Picture, Sunday, July 19, 2026 I lauded recently Apple’s continued focus on its chip roadmap under its upcoming transition this September to new CEO John Ternus. And of course Apple’s new #2 Johny Srouji, who steps up to the chief hardware...

Anthropic & OpenAI now up against Kimi K3 from China: Moonshot AI took the world’s open source frontier AI model crown this week with the release of the world’s largest open source, 2.8 trillion parameter frontier class AI model, Kimi K3. China now...

Today’s theme: the many twists and turns ahead in this AI Tech Wave — and they’re coming fast and furious. Three items today — Google, Apple and DoorDash — each with its own unexpected twist, each with my Take, then my Overall Take. Plus a Gadget AI on...

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...