VP Analyst at Gartner, advising CxOs on all things AI, infrastructure, GPU, ASICs, HPC, and frontier tech (quantum etc.). Opinions are my own. RTs != Agreement.
@BarackObama Thank You @BarackObama we miss you. “Democracy is an idea that must be cherished, and nurtured. And we must never take Democracy for granted” Your words always inspire no matter how dark the moments.
The market is sleeping on something big. The more I analyze the #AIBoom, the more I think @michaeljburry isn’t being taken seriously enough (https://t.co/eNxSJ2fpc6). There is a signal in the noise, ignore it at your own risk. #AI#Markets#CreditRisk#AIBubble#Macro#Tech.
Chinese startup founded by Google engineer claims to have developed its own TPU — reportedly 1.5 times faster than Nvidia's A100 GPU from 2020, 42% more efficient https://t.co/xQIYmdJqeG
In London this week for @Gartner IOCS, talking #AI factories while @Microsoft Fairwater 2 lands and anticipation builds around Gemini 3
Gemini 3 either underwhelms, quietly raises the bar, or resets the bar. What bubble? GenAI supercycle just shifted up a gear. #GenAI#gartnerio
AI’s hidden powerhouses are rewiring the stack. AI infra is now a unit-economics game: tokens/$/W, latency, throughput. New Gartner Cool Vendors: AI supercomputers + physical AI (robotics). At #GTC DC—DM to meet: https://t.co/8fgWXBSXjw #Tokenomics#AISupercomputing#AIFactories
Independence Day is a reminder that America is not the project of any one person. The single most powerful word in our democracy is the word ‘We.’ ‘We The People.’ ‘We Shall Overcome.’ ‘Yes We Can.’ America is owned by no one. It belongs to all citizens. And at this moment in history—when core democratic principles seem to be continuously under attack, when too many people around the world have become cynical and disengaged—now is precisely the time to ask ourselves tough questions about how we can build our democracies and make them work in meaningful and practical ways for ordinary people.
@ARinsights team for the recognition to be https://t.co/QrObhfAcu9
https://t.co/qDlsNmpcwB
Humbled to be named #1 advisor globally across all analyst firms.
Grateful to every leader, client & partner who trusts me with their boldest questions. #techstrategy#analystlife#Ai
A new technical paper titled “Memory-Centric Computing: Solving Computing’s Memory Problem” was published by researchers at ETH Zurich.
https://t.co/Lc6aYRiCG8
#DRAM#DDR@ETH_en@_onurmutlu_@SAFARI_ETH_CMU
The #QuantumComputing market seems to be conflating quantum simulation and quantum emulation. Thought provoking post by Olivier Ezratty - https://t.co/aup7aWCkW8. What do you call classical technologies (GPUs, FPGAs etc) being used to emulate quantum systems?