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+...

It’s the filing race for mega-AI IPO away in earnest this year. SpaceX/xAI has filed, OpenAI is rumored to have filed or imminently filed. And as expected. Anthropic has now raced to file confidentially. Joining Elon Musk’s SpaceX/xAI and OpenAI in...

Just like in the broader economy, there’s a ‘K-Curve’ AI economy developing fast in this AI Tech Wave. The AI industry is seeing an accelerated move into a la carte AI pricing from subscription tiered ‘all you can eat buffet’ style pricing that was the...

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....

Nvidia founder/CEO Jensen Huang kicked off its GTC 2026 Computex show in Taipei, Taiwan with a keynote again. Last year he outlined his clockwork like AI Infrastructure roadmap from Blackwell to Vera Rubin to Feynman and beyond. A lot was announced across...

It’s a week and a half — of major developer conferences ahead. And Microsoft, Nvidia, and Apple are all charting (and tweaking) their AI strategies. Microsoft with its Build conference, Nvidia with its annual GTC in Taipei, and Apple next Monday with...

Today’s theme: kudos to three AI arbiters — the S&P 500, SemiAnalysis, and The Atlantic — for ‘against the grain’ calls this week. Two tie to next week’s SpaceX/xAI $1.75+ trillion mega-AI IPO, planning to raise north of $75 billion — the largest...

Today’s theme: there’s a global rush to public-market equity funding and raises — and not just the three mega-AI IPOs. AI and supply-chain geopolitics are driving a worldwide equity-market lean into the AI Tech Wave, led by AI Infrastructure, Semis and...

The Bigger Picture, Sunday 5/30/26 As the Uber CTO illustrated a few days ago, here is a backlash developing to AI tokenmaxxing this AI Tech Wave. Now the Uber COO is asking what return they’re getting for that AI compute spend. This only months after...

I went out of my way to highlight across several 2025 year-end pieces, that memory chip shortages, and resulting price increases, would be one of the biggest headwinds in 2026 for the AI Tech Wave. Especially for memory chip in local AI devices like...