Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)
The Tech Strategy PodcastShow Notes
This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs. 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 is the article on the Agentic AI Operating Basics, which I wrote up last week. The GenAI / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data Cen...
More from The Tech Strategy Podcast
This week’s podcast is about iQIYI's 3 big moves in tech. Specifically offering video production capabilities as a service. And shifting towards a platform business model. 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 Agentic Org Now. Here is the link to our Tech Tours. ------- I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy. I am the founde...
This week’s podcast is about JD’s big moves in robotics and embodied AI. Specifically JoyAI and JoyInside. 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 Agentic Org Now. Here is the link to our Tech Tours. Here are some photos from JD's exhibit at the World Robotics Conference. JD’s JoyAI and JoyInside Are a Smarter Bet Than Building Humanoid Robots (1 of 3) (Tech Strategy)------- I am a foun...
This week’s podcast is about JD's new home furniture retail store 101HOME. 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 Agentic Org Now. Here is the link to our Tech Tours. Here are some photos from 101HOME. Here are the mentioned articles: Why JD.com Built 101HOME: The Case for Experiential Furniture Retail (1 of 2) (Tech Strategy)Lessons in Competitive Advantage from My Visit to Warren Buf...
This week’s podcast is about the recent Alibaba Ecommerce Training Program - and our trip to Alibaba HQ in Hangzhou. I outlined two companies visits: Geely / ZeekrDEEP RoboticsPlus a little about Fly Zoo Hotel.I outlined two useful tools: QwenWorkAccio and Aidge.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 TechMoat Consulting. Here is the link to our Tech Tours. Here are the articles with al...
This week’s podcast is about my recent tour to Hangzhou and Alibaba headquarters. And my 3 take-aways from the epicenter of ecommerce meets AI and agents. 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 TechMoat Consulting. Here is the link to our Tech Tours. My big take-aways are: Agentic Commerce Is Now an Arms RaceEveryone needs to upgrade their capabilities with AI and agents to stay compet...