AI is the new hungry kid at the Power smorgasbord. The immense Power requirements of AI infrastructure ramps to scale AI in this AI Tech Wave, is something I’ve discussed regularly in these pages. From the ‘AI Table Stakes’ that include power as a key...

I’ve highlighted for some time now, the ongoing debate on Wall Street on AI investments and opportunities by the big tech ‘Mag 7’ companies as they lean into the growing ‘AI Table Stakes’. While investors are for the most part buying the long...

The Bigger Picture, October 6, 2024 Since the opening shot of OpenAI’s ‘ChatGPT moment’ two years ago next month in this AI Tech Wave,, investors have been worried about the impact of AI applications powering next generation AI Search taking away market...

OpenAI’s record funding & Dev Day 2024: OpenAI closed its $6.6 billion in new funding at a $157 billion valuation, along with a $5 billion credit line, to continue rolling out its pipeline of new AI products and services. The terms provide its investors...

One of the most memorable characters in the iconic 1990 SciFi movie ‘Total Recall’ (the Arnold Schwarzenegger version), is Johnnycab above, the robotic taxi and its memorable ‘driver’. The movie is worth re-watching for that character alone. The quest...

Adam Smith’s ‘Invisible Hand’ of market competition is alive and well in this AI Tech Wave. Let me explain. As I’ve covered at length before, regulators in the US and EU continue to fret over the need to regulate AI in this AI Tech Wave. And are...

As I’ve long emphasized, AI is not just tethered to ever bigger AI cloud data centers, as the current race on ‘AI Table Stakes’ may sometimes suggest. The race to add AI bottom up in our personal computers continues in this AI Tech Wave. Microsoft...

There’s a fashionable saying in Silicon Valley that the best entrepreneurs ‘pull in amazing innovations from the future’ to today. The ones spoken about reverentially in this ‘Tech Hero’ story of course are folks like Steve Jobs, Elon Musk, recently...

I’ve talked at length about the coming AI Compute Data demand from AI Synthetic Data. And hinted at the coming deluge of AI Synthetic Content. Meta this week had a plethora of AI announcements, from multimodal open source Llama 3.2, to upgraded Ray-ban...

The Bigger Picture, Sunday, September 29 2024 Regular readers have seen my discussions on ‘AI Smart Agents’ eventually making an impact in this AI Tech Wave for a while now. Indeed, OpenAI has described it as Level 3 in their 5 level roadmap towards AGI....