Technologies
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An Interview with Gracelin Baskaran About Rare Earths
An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward?
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OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia
OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.
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China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.
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An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.
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OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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An Interview with Booking CEO Glenn Fogel About Travel and Aggregation
An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent.
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Nvidia and Intel, Tan’s Earnings Call Negotiation, Deal Specifics
Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems.
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Oracle Pops, From Databases to AI, Oracle and OpenAI
Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize.