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...

Back last May, I penned a piece on Facebook/Meta as ‘the fourth AI Kingpin’ after Microsoft/OpenAI, Google, and Amazon, with a differentiated open source AI strategy “that throws sand in their gears”. Specifically, I noted that under founder/CEO...

OpenAI in this AI Tech Wave, is on a product roadmap roll, as I’ve been pointing out for months. Now that their AGI-driven AI Reasoning OpenAI-o1 has now been ‘rolled out’ to developers at least, all eyes shift of course to what comes after GPT-4o for...

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...

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...

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...

There’s a move afoot as AI moves from research to commercial applications. It’s an accelerating trend to ‘prevent copying of homework’. It’s spurring the other ‘open’ to close’ movement in this AI Tech Wave. Let me explain. As I’ve written before,...

As I’ve outlined before, AI ‘Digital Twins’ are a central focus in the next innings of this AI Tech Wave roll out. A ‘mirror world’ like no other ahead. Be they enterprise or consumer, used for ‘smart agent’ conversational chatbot applications,...

One thing about this AI Tech Wave I’ve long discussed is how we’ll have to go through a lot of failed attempts for tech companies large and small to find the right ‘product-market-fit’ as they throw a lot of things to see what sticks. At great time...

The AI Scaling (with Trust) and Investment imperatives of this AI Tech Wave do make for unexpected investment and strategic partnerships. We saw it with Amazon and Google investing together in Anthropic, the second largest LLM AI company. Now we may...