12+ hour, 9+ min ago   (1781+ words) Nvidia founder/CEO Jensen Huang continues to differentiate himself vs US peers and customers in this AI Tech Wave. Up and down the tech stack. And the one at the top of the heap, with a $5 trillion plus market cap…...

3+ day, 16+ hour ago   (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...

4+ day, 13+ hour ago   (1764+ words) Every tech wave has a moment when the numbers stop fitting on the old map. In this AI Tech Wave that moment keeps arriving, and this week it arrived four times in one day. A consultancy put a quarter-century price…...

5+ day, 5+ hour ago   (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...

6+ day, 17+ hour ago   (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...

1+ week, 8+ hour ago   (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...

1+ week, 4+ day ago   (1055+ words) One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length. The WSJ’s Tim…...

1+ week, 4+ day ago   (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....

3+ week, 1+ day ago   (1264+ words) The Bigger Picture, Sunday, August 23, 2026 Today, we’re discussing the fruits of the STEM (Science, Technology, Engineering, and Math) in China, as seen from an AI entrepreneurship perspective. Specifically, China’s relentless AI academics turned super entrepreneurs. The professors and PhDs behind…...

3+ week, 2+ day ago   (239+ words) Takeaways from Anthropic’s AI Watermarking efforts: statistical watermarks woven into Claude’s text outputs, detectable at scale without changing what users see. Provenance infrastructure is quietly arriving ahead of the regulation that will eventually demand it. More here. AI Industry’s $3+ trillion…...