Saturday, August 30, 2025

Tech -- Updates -- Thoughts -- August 30, 2025

Locator: 48998TECH.

Two huge question marks in tech:

  • partnerships vs going it alone:
    • driven by financial risk;
  • the cloud vs the edge;
    • driven by battery power.

AI (cloud and edge, doesn't matter):

  • in-house vs partnerships
Most important developments:
  • 2025: American Manufacturing Progam, Apple lead. Link here.
  • 2025: Stargate, Softbank and Foxconn lead. Link here.
  • 2021: RAMP-C, Intel lead -- DOD. Link here

Energy:

  • coal;
  • natural gas;
  • nuclear;
  • renewable.