Business software and AI agents
Value added by software service providers could be challenged by narrowly defined and targeted AI agents - a longwinded process of AI-supported disintermediation is only starting
AI
AI - To bubble or not to bubble ?
AI is a struggle for progress on multiple fronts - the line will never be as smooth as promised – with an array of mutually supportive technologies, staged advances will be a slog, not a sprint
The future of AI – some clarity and many questions
Supersized investments and the race in AI research between the global powers, the U.S. and China, set the stage for an intellectual revolution - but today it is all about AI agent 'evolution'
Europe - Procrastinator or ἀγωνιστής
European industry failed to leverage the digital revolution across multiple sectors and global competition has been chipping away at the Continent's wealth and security : existential choices for all European citizens
Oracle shares booming – a trillion-dollar question
Vaulting to the top of the AI ecosystem, on par with the elite hyperscalers, Mr. Ellison is the perennial risk taker, the man with a plan, ready for a fight to reach new heights
Data Centers - a Revolutionary Era
With projected growth rates of at least 10% a year - and probably higher - data storage is in upheaval with infinitely more demanding infrastructure requirements and deep-pocketed Internet giants extending their dominance
Apple Cars - a convoluted and telling story
Ready for show time? Partnership with car subcontractor Magna adds urgency to the research of outstanding features - credibility in a crowded field and highly effective use of data collected from the driving experience promise to be an uphill battle