Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.
Microsoft’s Surface AI Event, The New Microsoft, The Old Microsoft
Microsoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal
Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.
Apple Vision
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.
Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference
Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.
Windows and the AI Platform Shift
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
Google I/O and the Coming AI Battles
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
Nvidia GTC, DGX Cloud, Nvidia’s Partners
The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia
Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear
Microsoft just delivered the most compelling AI demo yet with its Office Copilots and Business Chat; Silicon Valley should wake up to the threat this new Microsoft represents.