This week’s podcast has my predictions for 2026. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. My predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capability 3) AI Service Business Models vs. Platform Business Models Is the Big Question. 4) AI Agents and...
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This week’s podcast has my predictions for 2026. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. My predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capability 3) AI Service Business Models vs. Platform Business Models Is the Big Question. 4) AI Agents and...
AI Infrastructure Lessons from Our Visit to Huawei (269)
The Tech Strategy Podcast
37 minutes
1 month ago
AI Infrastructure Lessons from Our Visit to Huawei (269)
This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. Here are the mentioned articles about AI Infrastructure. Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Te...
The Tech Strategy Podcast
This week’s podcast has my predictions for 2026. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. My predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capability 3) AI Service Business Models vs. Platform Business Models Is the Big Question. 4) AI Agents and...
