In the age of agentic AI, a common misconception persists that AI will be a “winner-takes-all” market, where a single dominant agent will rule across every use case and every user. This belief misunderstands the evolution and purpose of agentic AI. The future will involve multiple specialized agents collaborating seamlessly, each with distinct areas of…

I hate to steal Google’s tagline for this I really don’t but this year felt like Apple trying to make platforms more helpful. There’s this general consensus that Apple is behind in AI, missing out on chatbots and ignoring what most consider to be the next generation of experiences. The common saying is chat is…

All AI factories are data centers, but not all data centers are AI factories. For much of the last two decades, enterprise infrastructure strategy has been grounded in cost control. Data centers were built to support core IT functions—storage, compute, and networking—with an emphasis on efficiency, uptime, and total cost of ownership (TCO). These environments…

Key Takeaways on Google’s 1Q25 Earnings    Sustained AI Momentum Across Products and Infrastructure: Gemini 2.2 is now embedded across 15 products with 500M+ users, while AI Overviews in Search surpassed 1.5B MAUs. Visual and voice-first inputs like Google Lens and Circle to Search are driving deeper engagement and monetization parity with traditional search. Robust…

Key Takeaways: Google Cloud unveiled Ironwood (TPUv7), its first inference-optimized TPU, offering massive leaps in compute (5x), HBM capacity (6x), and power efficiency (2x) over the previous generation. Performance is estimated to be within 5% of an Nvidia B200, despite TPUv7’s single primary compute die design. New Agent Development Kit (ADK) and Agent2Agent (A2A) protocol…

We are in a huge AI compute shortage right now. At this very moment! When you hear most people talk about this, it’s generally in regards to model scaling and compute scaling for training. Not enough compute so labs can’t scale up the scaling laws. Right now is different, it’s the Ghibilification of AI, there’s…