Michael ParekhAI: ‘Let’s stay Cool, People’ RTZ #447… race to better cool trillion dollar AI data centers16h ago16h ago
Michael ParekhAI: ‘Remedies phase’ next for Google antitrust case. RTZ #446… ‘structural vs behavioral’ remedy debates ahead, with implications for AI Tech Wave from ‘Mount Rushmore of antitrust’1d ago1d ago
Michael ParekhAI: Nvidia’s formidable Software Moat. RTZ #445… not just a ‘chip’ company in this AI Tech Wave2d ago2d ago
Michael ParekhAI: OpenAI’s ‘Strawberry’ Summer. RTZ #443… pointers to a fruitful AI bounty to come4d ago4d ago
Michael ParekhAI: India’s AI challenges & opportunities. RTZ #442…dents in India’s IT industry from early AI customer service/call center applications5d ago5d ago
Michael ParekhAI: Prioritizing OpenAI’s challenging opportunities. RTZ #441… balancing internal dynamics with external imperatives6d ago6d ago
Michael ParekhAI: A legal dent on the power of defaults. RTZ #440… judicial ruling on Google/Apple search distribtion deal, has ‘ripple’ implications for AI defaults and dataAug 7Aug 7
Michael ParekhAI: Nvidia’s Blackwell AI GPU delays. RTZ #439… a short-term hiccup in Nvidia’s ‘accelerated computing’ roadmapAug 6Aug 6
Michael ParekhAI: Another Quarter, another $100 billion+ in AI capex. RTZ #438… when ‘patience may not be a virtue’ as AI ScalesAug 5Aug 5