Ai is a big nothing

“In the absence of tech-related spending, the US would be close to, or in, recession this year,” says George Saravelos of Deutsche Bank. Growth in the world’s largest economy is proving resilient desp

Companies in the news and how they were assessed

BUSINESS. DISTILLED.

AI, CHIPS AND INTELLIGENT INFRASTRUCTURE

I suppose I should be pleased that the mainstream media has finally caught up with some of the observations I’ve been making about AI for years. Their stories are both late breaking and panic-stricken

Would you buy a 40-year bond from Oracle? No, neither would I. If, as Lenin said, there are weeks when decades happen, then anything could change in 40 years. In 1985, IBM and General Electric were tw