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
Technology
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
New NATO - Who holds the cards ?
European national interests are exposed to unstable arbitrage, and options are volatile - The best of times to boldly stamp NATO's expectations held for the future
NATO - In a crucible
Military preparation for war is indispensable but fortuitous and dependent on the human dimension. In questioning current doctrine, reform will fuse novel weapon systems and data management solutions with disciplined strategy - a challenge for the ages
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
Energy Policies - Hither and Yon
Pulled in many directions, here and there, access to electricity has become too critical to be left under the guidance of mere state utilities - with unpredictable outcomes as political factions take sides
ASML and the semiconductor ecosystem
The year on year share price performance (topping 100%) is compelling but investors anticipate very strong earnings, going forward, to bring PE in line with the high flyers of the semiconductor supply chain
ASML the horse and the barn
The disruptive potential of AI-based technologies has raised American concern about China's 'military-civil fusion' strategy and the forceful geopolitical pressure by U.S. Administrations on foreign allies has been successful, up to a point...
Lobbying 2.0 - Stranglehold on U.S. legislative ambitions
Beltway tidbits - How the lobby industry, backed by tech firms, blunts regulatory efforts by recruiting the Congressional staffers on most attractive terms
Space Ventures
Forever human dreams, space conquests are closer at hand than ever before, with more diverse satellite configurations, a range of rocket launchers to chose from and huge data demand requiring the build-out of communication infrastructure
