Unlike other tech companies, Apple doesn’t pre-announce upcoming products. You get to see new stuff from Apple when they’re good and ready to release it to the world. A capability truly valuable in the supply-constrained AI Tech Wave. Making it a key...

Three Key Takes today: (1) TSMC Q1 Sets the AI Industry Cadence. Fed-like. TSMC’s Q1 — profit up 58% YoY, revenue $35.9B, gross margin 66.2%. Advanced chips (7nm and below) now 74% of wafer revenue; HPC / AI data center = 61%. Full-year guide raised to...

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....

I’ve long said in these pages that ‘two opposite things can be true at the same time’. Especially in technology waves. And this AI Tech Wave may be expanding that to three. Let me explain. Axios explains the current reality in AI as “The Three Realities...

OpenAI completes ‘12 days of Shipmas’ with DevDay: OpenAI’s second DevDay is wrapping up its ‘12 days of AI Shipmas’ today with version o3 of its next gen AI Reasoning model. There’s been a long and deep flow of technical innovations and offerings for its...

Nvidia Blackwell chip delay: Nvidia’s next gen Blackwell AI GPU chips are delayed, likely for a quarter or two. The event will have ripple effects up and down the AI Tech Stack, with AI data services and product rollouts by OpenAI, Microsoft, Google, Meta...

The ongoing tussles and kerfuffles between LLM AI companies and content/copyright owners saw some notable developments today. With OpenAI and Disney signing an investment plus content sharing deal on the one hand. A deal with wariness on both sides and...

Before I get started with Tuesday’s AI topic, I’d like to thank you all for being part of this AI: Reset to Zero (AI-RTZ) journey. Especially today, as it crosses the 1000th daily post mark discussing this AI Tech Wave thing. Sincerely appreciate your...

The Bigger Picture, Sunday, August 17 2025 The last two weeks saw ;a fairly dramatic major launch of GPT-5 by OpenAI. The long-anticipated product was finally released, and as I recounted a few days ago, user reactions drove some product adjustments....

Google Gemini 2.0 here: Google answered OpenAI’s 12 days of AI Shipmas, video LLM Sora et al, with a bagful of LLM AI releases, all at one go. This included developer focused Gemini 2.0 driven tools and services. Early reception has generally been...