Wall Street’s Best Ideas: Get ready for even more confusion The coming earnings season is going to have a lot of half-hearted, confused forecasts from management at semiconductor companies, including Nvidia, as they struggle to gauge tariffs’ ultimate impact. One analyst is
BIG TECH
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Llama 4: Smaller Size, Same Power
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Smaller Llama size, same Llama power Absolutely stoked to see what the world builds with Llama 4
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Wizard of Oz Uses Google Cloud Generative AI at Sphere Vegas
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Since @googlecloud
's generative AI is powering the "The Wizard of Oz" at @SphereVegas
, I had @GeminiApp imagine the Wizard of Oz hosting the #GoogleCloudNext keynote. Here's what it made: -
Google Cloud Next 2026: AI Agents and Marketing Innovation Coverage
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It's time for the @googlecloud keynote! Who else is watching? #GoogleCloudNext I'm covering virtually and plan to write about news and partners related to marketing, media, e-commerce across content, ads, agents, etc. If you're there and/or have a POV to share, get in touch!
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Google Cloud team celebrates major success with partners
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Great day for Google, the Cloud team, and our partners!
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Google Introduces Ironwood TPU for Inference Era
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Introducing Ironwood, the first TPU built for the age of inference, and the timing could not be better : ) – Ironwood perf/watt is 2x relative to Trillium, 6th gen TPU
– Ironwood offers 192 GB per chip, 6x that of Trillium
– 4.5x faster data access -
Exponential AI Demand Requires Investment Across Full Stack
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The demand for AI is on an exponential, we need to continue investing at every layer of the stack if we are going to be able to service the demand for AI compute efficiently and at humanity scale. TPU's are so wonderful : )
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Google Gemini Platform Strategy: Developer Integration Versus Consumer App
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Very distinctly different user journeys and goals, we are building a platform to enable devs to ultimately take Gemini and build it into your own product, vs Gemini app is an every day assistant
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Europe’s AI Continent Action Plan Sets Leadership Course
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Commission sets course for Europe's AI leadership with an ambitious AI Continent Action Plan https://
ec.europa.eu/commission/pre
sscorner/detail/en/ip_25_1013
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#artificialintelligence #digitaleu #leadership #europe @DigitalEU @ArturHabant @elaniazito @BetaMoroney @CurieuxExplorer @Shi4Tech @Khulood_Almani @enilev @AkwyZ -
Jensen’s Quantum Panel: Exploring Abstract Quantum Computing at GTC
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I attended Jensen’s Quantum panel with 14 leaders in the field at GTC, and it was the “coolest” one. With all my time spent in AI, quantum has always felt a bit abstract and hyped. Yep, even for someone in “AI” (with everything from generative AI to agentic AI, and whatever in