Years ago, while visiting investment managers in Manhattan, I had an interesting experience. I went from a reputable value manager from one side of the street
Over the years my family and I have enjoyed playing Whac-A-Mole or games like it. For those not familiar, the object of the game is to hit the mole wherever it
With the explosive demand for artificial intelligence (AI) and machine learning datacenters comes the realization that some things will need to change and we
Just a few days ago, NVIDIA announced their new AI chip, Blackwell. This is the largest graphical processing unit (GPU) chip to date (see photo below, source
Even though technological breakthroughs have been here and have evolved over the years, once again it feels like we’re going through a period of transformation
