Tag Archives: artificial intelligence
Laptop Class on Notice
When the industrial revolution took root, workers moved from the farm to the factory. When factory jobs were offshored over the last 40 years, the next generation of workers moved to the office. Now, with the burgeoning AI revolution taking over both factory and office jobs, where will these workers go? Continue reading
Stargate’s AI Dreams Meet Reality
After six months, Stargate hasn’t completed a single deal for a data center. Now the company’s set a goal of building one small data center this year, probably in Ohio. Continue reading
How to Catch a Falling Knife
Like Buffett, we want to buy wonderful companies at a fair price. And the AI story, as far as we can tell, has gotten well ahead of the AI reality. In other words, AI alone doesn’t justify NVIDIA’s peak valuation of $3.3 trillion. Continue reading
Time to Get Real About Artificial Intelligence
There’s never really a good time for a new bubble mania. But usually, they have the decency to come at the tail end of an extended bull market, as a sort of blow-off top. Continue reading
