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Tesla is key to competing against the Chinese in the area of high-tech cars. Tesla incorporates numerous high-end sensors, Nvidia chips, Micron memory along with state-of-the-art battery systems. Tesla is a key part of the tech structure of the US and even competes in space with Space X. If...
AI/ML driving accelerating obsolescence at a speed the business and personal worlds that require a whole new thinking and organization that both people, government and business haven't learned how to utilize or harness. This trend is driving changes at an ever-accelerating rate that demands new...
Having met one of Andy Groves admins while on vacation, she said Andy Grove was very approachable, as long as the idea or proposal was well thought out by anyone. She said one day a junior person approached Andy Grove with just an idea while people around held their breath waiting for a...
Thanks for the valuable insights, I come from the distant past when IBM was the safe choice. They use to own a large piece of the market at the time. It shows even a Titan can fall behind.
Any thoughts or comments on this appreciated. Will these chips/boards be recycled for lower end uses? Will there be an active market for chips as they fall from the leading edge? Will they be rendered uneconomic for other purposes? Will their effective lifespan shrink faster or slower...
Combining AI/ML/Advanced Robotics with modern communications will be the ultimate disruptor being able to far surpass any human or even group of humans in the very near future. When even labs for experimentation are automated, we will enter a whole new age. Already the power of AI/ML to sweep...
War is the last refuge of the incompetent, and I hope the Chinese leadership will realizes war is the worst option. Even the winner in a war suffers and, in most cases, no one wins without terrible costs. It's time for leaders to focus and win/win scenarios as the best alternative. Tech is...
In this age of high-tech semis, the digital world that knows no borders is becoming the next area of economic growth and conflict with digital services of all types from business services to entertainment all growing at a rapid clip. This area of business and commerce can move and morph faster...
Being the birthplace of of modern technologies from the railroads, highways, aircraft and numerous other technologies, it's time for the US to take the lead in cutting edge automation. Already for a number of years the US has plants that operate dark with limited human interaction with some...
Will China overcome chip and equipment bans and to what extent? Are we just forcing China to accelerate their progress and will they even come close? Any thoughts or comments appreciated.
The computer system in self-driving Tesla cars is far more powerful than most home computers and could this be a very powerful home computer when not being used by the car?
US medical with the world's highest cost and low on the quality scale presents the largest opportunity for the tech sector. Applying AI/ML and robotics just in the US presents the largest single opportunity for growth and when looking at the world markets, the opportunities are literally...
Apple announced a major effort to build US AI data centers in the US using US made Nvidia chips made by TSM in their US fabs. This morning on CNBC. Any thoughts on how this will work with their new iPhones set up for AI?
Apple will spend more than $500 billion in the U.S. over the next four...
Any thoughts on the impact or lack thereof would be greatly appreciated, Thanks
Microsoft says it's made a major breakthrough in quantum computing capabilities with the Majorana 1, its first quantum chip, and the first of its kind to be powered by what are called topological qubits.
What's...
TSM rules the high end and will continue to do so. Cutting a deal with the largest power on earth is just common sense. It won't be easy, but if handled properly, both sides could win. A win/win situation is almost always preferable to conflict. If done properly, both sides could win big...
AI/ML combined with advanced testing procedures and imaging presents an ideal opportunity to lower costs and greatly decrease the manpower needed in this area. The big question is what actions will the medical lobby take in the US to protect its turf that has high costs and low quality compared...
