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Crypto and AI are energy-intensive. Hyperscale data centers are getting ready to handle the heat.
Next week, you’re invited to a Superyield Conference. But before you attend, you’ll want to prepare your wallet.
Computers as small and light as particles of dust are moving out of the realm of science fiction, according to a recent Wall Street Journal story. It changes what is possible in computing. It...
Just a quick reminder: My Markman’s Strategic Options service is on a heck of a tear. We’re well in the black this year while the major stock indices are in the red. That’s not to mention the 99%...
How cool would it be if you could get what you need from the local grocery store and just leave? No dealing with cashiers. No fuss. Amazon.com (AMZN) has been fiddling with the idea since 2015....
I am very bullish for Amazon.com (AMZN) over the longer term. But all my research suggests this online behemoth will look very different as a business in five years. That will be a good thing...
Amazon (AMZN) founder Jeff Bezos has a history of getting big trends right and executing well. His investment in Internet streaming and transport logistics are big ideas. Now he’s ready to...
It’s officially here. Thanksgiving marks the beginning of the holiday shopping season. By all accounts, companies that have embraced digital are winning, again. Consumers spent $7.4 billion...
In movies and novels, overnight success stories are frequent. Real life doesn’t work that way. It takes years of hard work, vision and at least one gigantic bet-the-farm moment. This week,...
Connectivity is a big new business, and the surprise winner is Amazon.com (Nasdaq: AMZN), a company best known for selling books and a broad array of consumer goods. Managers at Sidewalk...