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+...

Today’s frame: What to take away from Cerebras’s “HOT” IPO (CBRS). It’s a big topic touching on a wide range of AI issues I’ve discussed in recent months — both on the Substack and on this podcast — and there are a range of implications for you AI...

One of my spotlights earlier this year in these pages was on Corning Glassworks ($GLW), a 175 year old glassmaker, suddnely turned of late into an AI superstar in this AI Tech Wave. Back this February, it’s market cap was a little over $100 billion vs...

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....

Today’s frame: what to expect after the first US/China meeting of 2026. Today, like yesterday, I’d like to focus on this one topic around an issue of critical importance to how this AI Tech Wave shapes up in its promise to the US. And the world. With...

The Bigger Picture, Sunday, May 10, 2026 One of my fiercest beliefs for years here at AI-RTZ and AI Ramblings podcast (ARD), is the critical need in these early days of the AI Tech Wave to minimize anthropomorphizing AIs. It’s understandable that the...

Most Tech Waves look inevitable in their Moore’s Law style Scaling in hindsight. Both in terms of the hardware and software layers in the tech stacks below. Our memories smooth out the difficult transitions sometimes from one generation to the next....

For over 625 daily posts now I’ve been discussing this AI Tech Wave, as the AI infrastructure and Scaling foundations are built to support countless AI driven mainstream consumer and enterprise focused applications/services coming over this decade. Most...

The frame running through every item today: AI is hunting for its truly mainstream user-interface and user-experience (UI/UX) fit — blending typing, voice, and rich graphical representations into something a mainstream user can actually live in and...

Regular readers and listeners here at AI-RTZ have seen my posts on how Anthropic have been racing past OpenAI of late. Led by the global developer and enterprise popularity of its Claude Code and recently Claude Cowork AI applications. It’s driving...