Is AI Spending Translating Into Profits for Companies?

Is AI Spending Translating Into Profits for Companies? Yes, but not everywhere, and certainly not equally. There is a tendency with every major technological cycle to gravitate toward one of two extremes. Either the technology is going to change everything immediately, or the enormous amount of spending proves we are in a bubble. I don’t […]
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Data Center Deficit: The Political Crisis Quietly Threatening AI

Data Center Deficit: The Political Crisis Quietly Threatening AI While investors fret over a potential financial bubble driven by soaring tech valuations and massive infrastructure spending, the true vulnerability of the artificial intelligence boom lies in the physical world. The critical bottleneck is not a lack of commercial demand or technological utility, but rather the […]
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Could AI be Hitting a Wall?

Could AI Be Hitting a Wall? AI development and usage are growing with lightning speed, but the cost of producing AI is beginning to bump up against customers’ willingness to spend. AI leadership has migrated over the last few years as hyperscalers (Microsoft, Google, OpenAI, etc.) have released new AI models. In a nascent but […]
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LLM End Game

LLM End Game In her book “Technological Revolutions and Financial Capital,” economist Carlota Perez explains the life cycle of great surges of economic development, such as the Industrial Revolution; the age of Mass Production; or the Information Age (internet). Each evolves in a cycle beginning with some defining event that pushes technology onto center stage, […]
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Shutdown, But Not Shut Out

Shutdown, But Not Shut Out The longest government closure in U.S. history was in Trump’s first administration, lasting 35 days in late 2018 into 2019. During that period, the stock market rose roughly 10%, but do not read too much into that. The fourth quarter of 2018, and especially December, was a painful period for […]
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Now What?

Now What? We seem to have averted disaster from Japan, at least for a while, but the tide may have turned on the Tech rally. It’s been an interesting two week, to say the least. The stock market can’t seem to make up its mind whether it wants to continue the rally or take a […]
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EV’s Running Out of Customers? We’ve Seen This Movie Before!

EV’s Running Out of Customers? We’ve Seen This Movie Before! The title this week was prompted by a headline on Business Insider ”EVs are running out of customers — and some dealers don’t want them anymore”. Not long ago, this headline seemed unfathomable. The move toward green tech seemed unstoppable, and EV demand seemed insatiable, […]
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