chatgpt
-
Digital shovel sellers
Watching tech for a long amount of time teaches a humbling lesson: manias rhyme. Today’s AI trade smells like a circular economy of hype—vendors financing customers who finance vendors—while real, durable profits remain scarce. The one clear cash machine is Nvidia, the picks-and-shovels seller of compute. Its data-center juggernaut now throws off extraordinary revenue and Continue reading
-
HAL is not for profit
Silicon Valley is selling artificial intelligence as an economy-wide cure-all. Strip away the theatrics and you find a familiar cycle: when genuine breakthroughs slow, the marketing gets louder. The last half-century’s growth rode semiconductors and microelectronics; that engine is sputtering. We hit the power wall when Dennard scaling broke down in the mid-2000s, ending the Continue reading
The CompTech Journal 