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USA vs China – Wrong Villain

I think China is responsible for almost all of Nvidia’s China issues.

Open AI – Outrageous Fortune…

…and sloppy fact-checking.

GITEX 2025 – A Glorious Scrummage

GITEX has become a proper trade show.

Tech Newsround – Samsung and Wayve

Samsung: The best is ahead?   Wayve: The wrong tree  

OpenAI & Broadcom – Transistor to Token

A bold bet with yet another frame order.  

Artificial Intelligence – Circularity Debate

Bubble hunters float a hot new topic.

China vs. USA – Helping Hand

CAC executes US trade policy

OpenAI – Tale of Two Cities

Sam builds while the EU fiddles.

OpenAI & AMD – Power Dynamic

2nd largest frame order in history.

Apple Metaverse – Short-Sighted

Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.