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The Coming Data Center Shakeout
Some time in the 2030s we'll be in a post-GPU era but today's data centers are optimized for GPU compute
2 hrs ago
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Dave Friedman
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The Coming Data Center Shakeout
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AI Models Eat Software
Software no longer eats the world
Jun 16
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Dave Friedman
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AI Models Eat Software
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The AI Boom Is an Infrastructure Supercycle
AI is about infrastructure more than it is about software
Jun 15
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Dave Friedman
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The AI Boom Is an Infrastructure Supercycle
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AI’s Next Battle Is Legal, Not Technical
Is consumer protection or national security more important?
Jun 14
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Dave Friedman
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AI’s Next Battle Is Legal, Not Technical
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When Cooler Chips Kill Nvidia's Moat
What happens to Nvidia in a post-GPU future?
Jun 12
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Dave Friedman
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When Cooler Chips Kill Nvidia's Moat
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Why Enterprise AI Adoption Will Be Asymmetric and Slow
Welcome to the hundreds of new subscribers who have joined over the past few weeks.
Jun 11
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Dave Friedman
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Why Enterprise AI Adoption Will Be Asymmetric and Slow
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Enterprises will be Slow to Adopt AI
Welcome to the hundreds of new subscribers who have joined over the past few weeks.
Jun 9
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Dave Friedman
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Enterprises will be Slow to Adopt AI
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The AI Power Crisis Begins in Texas
Texas is in an undeclared war over electricity.
Jun 7
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Dave Friedman
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The AI Power Crisis Begins in Texas
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What if We're Building too Much AI Infrastructure?
We're spending tens of billions of capex dollars on vast datacenters but what if the AI future is more efficient and runs cooler?
Jun 7
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Dave Friedman
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What if We're Building too Much AI Infrastructure?
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The Future of AI Is Being Built in a Texas Cattle Town
Why Abilene, TX, and not Silicon Valley, is the future of AI
Jun 5
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Dave Friedman
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The Future of AI Is Being Built in a Texas Cattle Town
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