Blog

Stop Buying Labels and Start Buying Silicon

Michael McDowell January 11, 2026

Most buyers never ask about it.
Most vendors never volunteer it.
But it’s the only part of the AP that actually matters: the silicon.

NVIDIA at CES: When the Compute Stack Outgrew the Showroom

Michael McDowell January 6, 2026

Jensen used the stage to argue that the world is shifting from CPU‑centric computing to AI‑driven, GPU‑first platforms, and the shift isn’t just for hyperscalers.

Call Notes: Q4 2025 Neocloud Market

Steve McDowell December 30, 2025

Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?

Here I’m sharing some of the notes I used for that discussion.

Call Notes: Memory & NAND Market Update (Dec 2025)

Steve McDowell December 30, 2025

Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.

Here I’m sharing some of the notes I used for that discussion.

The Ecosystem Takes Center Stage at AWS re:Invent 2025

Steve McDowell December 11, 2025

AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS’s new AI capabilities.

The 5G-OT Alliance is Off and Running

Michael McDowell December 4, 2025

Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.