Nvidia GTC 2025 rich in tech roadmap: Nvidia’s 2025 GTC keynote by founder/CEO Jensen Huang was a rich and deep roadmap on the company’s AI GPU direction over the next few years. From the current Hopper to the ramping Blackwell to Rubin and then Feynman,...

As I outlined a few days ago, announcing a $100 billion+ tech investment commitment in the US, is the new political ‘table stakes’ for big tech companies in 2025. Be they US companies like Apple, OpenAI, or overseas entities like Softbank, TSMC et al,...

Nvidia followed up its very informative annual GTC conference keynote yesterday by founder/CEO Jensen Huang, with an acquisition in the ‘Synthetic Data’ space announced today. And it’s more important to their product roadmap than may seem on the...

Nvidia kicked off GTC 2025 (GPU Technology Conference) with a ‘Superbowl’ echoing bang, with most of the expected items I outlined yesterday. Nvidia founder/CEO Jensen Huang did an impressive job of presenting the extraordinary technical multi-year...

Nvidia’s annual GTC AI Conference for 2025 kicks off this week in San Jose, CA, with the much anticipated keynote by founder CEO Jensen Huang Tuesday morning. With over 25,000 attendees, this previously humble Nvidia gathering has now taken on the moniker...

I’ve long emphasized that LLM AIs first beneficiaries are software developers themselves. Software platforms and applications enhanced by AIs, are by their form best suited for the regimented and rules based work of programming, when the models are trained...

The Bigger Picture, March 16, 2025 The time for the Trump administration to outline its differentiated policies on AI vs the Biden Administration is here. And of course actions for the new Congress to follow. As I highlighted on Saturday, both Google...

OpenAI & Google on AI in DC: Both Google and OpenAI laid out their AI policy frameworks for the White House, with a focus on copyright-proof AI model building, and easier export rules. OpenAI also framed the need to ‘keep growing and beat China’ in the...

I’ve long emphasized that Apple remains in an unrivaled position to bring unique AI applications to market this AI Tech Wave at scale. That its Apple Intelligence initiative, while slow in its roll out, has the potential for applications driven by...

It’s been a circular journey thus far in the high stakes building and powering of AI Data Centers, fueled by the ever capable AI GPUs by Nvidia. Customers need to invest billions in Nvidia AI chip hardware to make more AI in their AI data centers to sell...