I’ve discussed for a while now how China is leading the US in open source LLM AIs this AI Tech Wave. Having taken the mantle just last year since DeepSeek’s breakthroughs. There’s increasing adoption of Chinese open source LLM AI models by US startups...

Imagine Colonel Jessup, played by the iconic Jack Nicholson, using ‘Code Red’ as a way to internally manage his young troop cadets in ‘A Few Good Men’. That’s what OpenAI founder/CEO Sam Altman reportedly reverted to doing. All to better ready his...

Amazon announced its readiness to offer broad and deep AI products and services to enterprises at Scale. AI Agents, Chips, and a host of infrastructure included. That is the message that the company’s AWS (Amazon Web Services) unit, officially laid out at...

Add AI Device Design now to the long list of expensive AI Scaling inputs for world class LLM AI based consumer AI products and services in this AI Tech Wave. This year already saw OpenAI bring on ex-Apple uber-designer Jony Ive in a $6.5 billion...

The Bigger Picture, December 1, 2024 Investors have an eagle eye out on how long before we see returns in this AI Tech Wave, on the billions and trillions being expended on AI Data Center capex. WIth Nvidia being head of the line in the AI Gold Rush....

OpenAI’s ‘Code Red’ on 3rd ChatGPT Anniversary: OpenAI ironically had an internal ‘Code Red’ moment three years after Google’s similar ‘Code Red’ at the end of 2022. It of course occurred three years after the launch of OpenAI’s ChatGPT. The general...

A perennial assumption in this AI Tech Wave these last three years has been that if “one builds it, they will come”. Yes, Field of Dreams style. That is demand will follow supply of extraordinary ramp up of AI Compute via unprecedented amounts of AI...

The Bigger Picture, Sunday April 6, 2025 The big news this week of course was the larger than expected Trump Tariffs that shook the world economies and markets to their core. A globalized supply chain that’s driven much of the global prosperity for the...

This AI Tech Wave has seen a unique market emerge dubbed ‘Sovereign AIs’, especially in the middle east. This is different than prior tech waves selling their products and services to governments and defense departments. This time, governments around...

We’ve discussed many critical inputs for the multi-trillion dollar AI Data Center ramp underway worldwide in this AI Tech Wave thus far. AI GPUs (Nvidia mostly), High Bandwidth Memory (HBMs from SK Hynix mostly), and more are just the beginning. Not...