AI

The AI chip conversation is dominated by what happens on the silicon: TFLOPS, memory bandwidth, interconnect speed. The infrastructure conversation that determines whether any of that silicon actually works at …

Every discussion of AI chip performance focuses on TFLOPS — the raw compute throughput number that vendors put on their datasheets. It is the wrong metric for most AI workloads …

Every CFO who approved an AI budget based on 2024 pricing models is about to have an uncomfortable conversation. The problem is not that token prices have risen — they …

In my recent trilogy analyzing AI market concentration — “Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” “Why Enterprise AI Strategy Must Diverge From Hyperscaler …

Language models run in discrete request-response cycles. Physical AI systems — robots, autonomous vehicles, surgical assistants — never stop. The GPU demand they generate is structurally different, and it is …

Lead times now stretch past a year. Hyperscalers have committed $630 billion in AI capex. CoWoS packaging capacity remains structurally oversubscribed. This is not a procurement inconvenience — it is …

In my recent trilogy analyzing AI market concentration—”Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” “Why Enterprise AI Strategy Must Diverge From Hyperscaler Playbooks,” and …

In my first blog , “Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” I revealed how 42 AI-related stocks have generated 65-75% of all S&P …

In my previous blog, “Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” I revealed how 42 AI-related stocks have generated 65-75% of all S&P 500 …

Let me start with a number that should make every CIO, CFO, and technology strategist stop what they’re doing: 42. In Douglas Adams’ cult classic The Hitchhiker’s Guide to the …