Tag Archives: data centers

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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The Delphi setting

That is always merely a breath away. At some point the decline of Oracle became a setting and the looting of the place by the Byzantine Constantine the Great contributed to the Demise of this place. But for the most part I have never heard that Oracle became a non issue. It always struck me weird that this never happened. Even today most of us call the givings of the gods ludicrous, or perhaps better as the Catholics might say sacrilege. Yet the power of the Oracle of Delphi has seemingly never waned to zero. 

This is the thought I had today as yesterday the news of Oracle was pushed to the core (mostly at Yahoo Finance) with all kinds of messages. We start with ‘Oracle (ORCL) Initiated at Sell by Rothschild Redburn, $175 Price Target Set’ and it is followed by “According to the firm, the market is materially overestimating the value of Oracle’s contracted cloud revenues. In big, single-tenant, large-scale deployments, the company acts more like a financier than a cloud provider, “with economics far removed from the model investors prize.”” As well as “Oracle’s five-year cloud revenue guidance is equal to $60B in value. This reflects that the market is already pricing in a “risky blue-sky scenario that is unlikely to materialize.”” My first issue is “Why?” You see, even as I do not trust (or believe) AI, its foundations is set on data as it always was set. Data is the holy grail of AI that much is certain and it will proceed to be for decades to come. So, who will you trust with your data? Microsoft with its Azure? As I see it Microsoft can’t see real innovation through the brushes of their own proclaimed innovation and as hackers proclaim that Israel is storing a particular form of its ‘defense’ data in Azure, there might be a security issue as well and that is a total blocker. There are good data solutions in Google, IBM and Amazon, but they all consider Oracle to be the Rolls Royce of data carriers. Then we get the next setting of ‘Nvidia And Oracle Headline 7 Promising Stocks With Mojo: Analysts’ and as they give us “What’s especially impressive is that these stocks are already up 30% or more this year. That blows away the 12.9% gain by the S&P 500 this year. So these are the big winners Wall Street still has high hopes for.” As such we see that in spite of all the stupidities the American political engine performs these two are kind of hot and it makes sense that they are, even if I have some reservations, there was never a doubt that Oracle could grow through it. Making the Statement from Rothschild debatable and me without economic degrees calling Rothschild on this is better then sex (even if Olivia Wilde would call on me in the next hour calling me a fucking tool, this is followed by a rather loud giggle by me). So when we get to ‘Why Oracle’s Cloud Computing Deals With Meta Platforms and OpenAI Make The “Ten Titans” Growth Stock a Top Buy Now’ A setting that the Motley Crew gives us (what do they know of IT?). We are given “the company announced plans to increase Oracle Cloud Infrastructure (OCI) revenue by more than 14-fold in five years. But that news proved to be just one splash amid a sea of waves. Reports indicate that Oracle and Meta Platforms are in talks on a $20 billion cloud computing deal. And Oracle and OpenAI are building on their $300 billion partnership with the rollout of five new data centers custom-built for artificial intelligence (AI).” No matter where they are, a setting of a 1400% revenue growth in 5 years is massive, unbelievable massive. Now, no matter how this turns, the one day lightbulb who believe in their AI settings will have to invest the money to make it work and that is the beginning of a setting where Oracle wins, no matter how that turns out. As such the AI wannabe’s are fueling the increase and funding the foundations of these data centers. And we are given “Google Cloud serve a variety of general compute customers. However, Oracle’s data centers are specifically designed for AI.

Oracle is a good example of why lacking a first-mover advantage isn’t a deal-breaker. Oracle’s data centers are newer and faster. And it’s bringing over 70 of them online in just a few years, which is why it expects OCI growth to reach an inflection point in fiscal 2027.” I reckon that it will serve several purposes, but it is more AI set than other centers. Although I have no real idea where Amazon and IBM stand. I reckon that Oracle could cater to the needs of Snowflake and allow its customers to grow their needs and it will do so a lot better than being a little IT guy Azure blue with questions. I saw the need for applications in the lost and found section that could grow adaptation by nearly all airports and when you are in, you are in. I reckon that Interworks should talk to adaptation Snowflake through Oracle, but that is just me.

Then we get an article that matters (at least it seems to). We are given ‘Analyst Says Oracle (ORCL) Deal With OpenAI is ‘Very Risky’ – ‘Not a Customer That Can Pay Their Obligations’’ and I see “One is if you go back to the transcripts from Oracle Corp (NYSE:ORCL) for the last few quarters, you’ll see that it’s not just the last deal from OpenAI that increased their backlog. It’s actually been several quarters where it’s really OpenAI that’s been driving all of this. Having that is the only thing that’s added value to Oracle Corp (NYSE:ORCL) is very risky. That’s not a customer that can pay all their obligations. They’re double, triple booking, maybe quadruple booking capacity. They will not be able to live to those obligations. So if you’re adding $400 billion of market cap to Oracle Corp (NYSE:ORCL) based on that, I think we should revisit the math.” OK, I am in (not knowing the math he talks about), and we see “OpenAI is expected to burn about $115 billion over the next four years and is not projected to be profitable until 2030. Even after Nvidia’s latest $100 billion investment by Nvidia, OpenAI will likely need to raise over $200 billion in total funding to cover its commitments. Some analysts believe Oracle may need to borrow tens of billions to build enough data centers for the deal.” OK, that sounds fair, but some seem to forget that Larry Ellison is worth 344,000 million (sounds much better then 344 billion) as such he can get those numbers without any question. And if he is right he will triple his value overnight as these data centers come online. And that is when the article shoots itself in the foot. They do it by giving us “While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.” You see, no matter how great the idea is, it will still need data and Oracle is the best. They can side with fast talking sales people at Azure and see their projects fumble and watch delay after delay happen. As those promising returns fall to ash you can contemplate your choices. That being said, any AI idea is temporary at best, as such the investment in an Oracle engine seems a much better setting and these people have been in data for decades. As such I see the value and the foundation of Oracle, even if some do not or question the setting of Oracle. 

I wonder how Pythia sees my predictions and even as I am called ‘duly’ to serve Apollo (I serve Lord Hades in all things) the foundation of predictions is seemingly driven by personal insights and I have been at the foundations of data going back to 1982 so I do feel I am on the right track.

Have a great day and don’t forget to chew your laurel leaves, whether you are about to enjoy a coffee or not. Oh, get your coffee quick, the US government shuts down in 7.5 hours.

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About the fish

Yes, it is a little weird, but that is the setting I faced today. In the dream I saw several metal masks of Sam Fisher. At first they looked like cheap pewter toys. But when I tried one, it didn’t fit, it was a mask for a child no more. I was a mask in two parts. The face and the mask and when you place it in an aquarium, the face and mask combination makes it partially float. It was the setting you do not see that makes it eerie. You see, you place the blood worms in the face and when the head gets submerged the bloodwork’s are gradually released into the aquarium. The fish start attacking the face of Sam fire, but after a minute you see what is going on and that is the setting of the mask. This made me think. What if that is the next marketing setting? Not about Sam Fisher, but the setting that marketing needs to embrace that marketing toys need to have a larger release setting. One that is kept in the house. Like the deadman chest in Pirates of the Caribbean? In Japan fish are big (not just on the diner table). You see According to Vastu principles, an aquarium is considered to be a powerful tool for enhancing positive energy and promoting harmony and prosperity in the home. The Vastu principles are about blanching the elements (air, water, fire and earth) as such the aquarium is in principle an item that gets the focal point in a home. And some marketeers are seeing that as a place to market their goods. It doesn’t get into the house, but if it get there it is almost guarantee to hold that focal point for some time and that reverberates in gaming too. Consider that this place will get a nice ticket and then is placed in the homestead for months at a time. That is what marketing should be embracing, not the idea to get to EVERY homestead, but where you get to go, hold that attention point for a lot longer than anyone else.

That same principle could be applied to the aforementioned head as a feeding point for fish.

Now, that does not make this the best idea, but considering that more people have something a lot smaller, the idea puts a smelling on the face of any marketeer that wants to see long term visibility. It could be anything, from a simple marble looking Oracle logo, to a submerged GTAVI car, completely broken. Marketing has plenty of options, what I wonder was that so many ignore the millions of aquariums in the homestead. A place where you place something one and then just accept the view it gives. Seems like a lost opportunity for the right marketeer. 

I want to write more about what Google got handed to them, but I wanted to explore a few more avenues on that setting. It is not as cost and dry as it is and for Justice to play this hand is a little about what comes next and I am curious as to how Justice will thwart the equations of Google data by Tencent and Huawei, because there is a story there. Especially as China is flogging of excess data centre computing power. I reckon that this will have some correlations over time. Jut like the aquarium space that was ignored by most. I am certain that China never overlooked that part of the equation. Did the Justice department make a boo-boo?

Have a great day

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The enemy of my enemy is my ally

That is the setting America is coming to know as the great downfall. The BBC gives us (at https://www.bbc.com/news/articles/c0mlen3grx7o) ‘Reeling from Trump’s tariffs, India and China seek a business reboot’ We can say it is a storm in a cup of water or take this seriously. I made mention of it yesterday, but I gave it a mere passover. It is not the most exciting of settings, that is if you merely adjust it for triviality. This namely has two settings, the first (the one America hungers for) is “The US was India’s top export destination in 2024, with shipments worth $87.3bn.” The other was gives us that India exported (until near future) “India Exports to United States was US$79.44 Billion during 2024, according to the United Nations” As such China now sits in the seat where China could replace America for up to $60B (they won’t get 100% in the first three years) and China gets access to up to $50B on route from India to China. There is a lot to be made and that will give Walmart pause to consider where to get the cheap stuff they love to flog to their customers, and as I see it Walmart has no real replacements there, when China starts to throttle the revenue of Walmart, America can kiss goodbye to 90% of their employment population, merely 90% of 2.1 million employees. A setting on top of the defense losses, tourism losses and the other losses that America now faces. A rare event of handing a larger win to China. And that opens other doors too. Huawei will be given access to Indias markets and as Indias data centers will adjust to Huawei, America markets will have dried up to close to 15% of the global population and there the other losses come to bear. 

So as we are given “Experts say the levies threaten to leave lasting bruises on India’s vibrant export sector, and its ambitious growth targets. China’s President Xi Jinping, too, is trying to revive a sluggish economy at a time when sky-high US tariffs threaten to derail his plans. Against this backdrop, the leaders of the world’s two most populous countries may both be looking for a reset in their relationship, which has previously been marked by mistrust, in large part due to border disputes.” Even as India has ‘mistrusts’ as the BBC phrases it, The setting is a much larger stage than anyone realizes it, so you better believe that the CCP (Chinese Communist Party) will be playing exceedingly nice. Not just because of what they will gain, but because of what America will lose in addition to this. As I see it, the Indian intelligence settings will get an immediate infusion of Chinese hardware, as such the CIA will be close to blind in the next month or so, they are kept in place whilst they will scramble for additional resources and people to thwart what India and China are starting. Their (CIA) blame game will come to new operations and we get to watch from the safety of distance as America is shooting arrow after arrow, optionally missing whatever target they are aiming for.

So whilst we were given “India was never going to be the bulwark against China that the West (and the United States in particular) thought it was… Modi’s China visit marks a potential turning point.” They are forgetting two elements in that setting. It was never a bulwark, it is a population of revenue, options for the Chinese markets to enhance and the import of Indian goods will also bless the Chinese population. On the other hand, Chinese hardware will grace the Data Centers they now have and will get over the next two years, that is a significant drain to American revenue. In addition to this, India will get to consider Chinese defense contracts and that will bolster their revenue too. In addition there is a larger setting now for Saudi Arabia to get into the field with the Defense hardware they can sell and that is another blow for America. 

And as The CIA gets replaced by the Ministry of State Security, they will get a much larger stage and when the Chinese counterparts shows that there is a lot more information they can get access to, the CIA options will dwindle down to next to nothing. As such this game was misplayed by America to a larger extent. You might think I am holding on to a 7-2 hand and I grant you it is the worst hand to have, but when the game comes to Canasta, it is out in the open what a bad hand is, because if I get either a 7 or a 2 and the pile graces one of the other cards, I could get a massive influx and China can sweeten the pot there. It is all just a video game (a reference to yesterday) and it only required people to think what was going on in a dome setting, because the other two domes could have represented the EU and the Commonwealth. Now India as a Commonwealth partner could get a more impressive seat and that was the ballgame. The Commonwealth needed an alternative as President Trump was no alternative at all, not with its 51st state bickering. Now America is dealing with additional fears, because Canada with its 8,891 km wall bordering America, oh wait, it isn’t there yet, it is on the other side and now with the dangers of a Chinese base just north of it, the Trump Administration will be playing duck and cover (ask Bethesda). And that is after they learned a hard lesson with Cuba, they get to swirl and pay for the protection they need, oh wait, they have no money left. Sucks to be America at this point. 

So whilst America is figuring out what dreadful hand they gave themselves. The larger setting is that with China the Commonwealth now has options, it is not nearly as dark as the America play presented it to be. I merely need to go back to the Huawei setting. We (most of us) thought they were the bad guys, we need to realise that the ones giving us the data was America and the greed driven population who were depending on American hardware nodded yes. Still I have never seen publicly voiced evidence of what Huawei was guilty of. Mere ‘could become’ and ‘we think’ not evidence of a credible nature and now China will get a first setting of handing America its walking papers to the larger stage that we are privy to.

Have a great day.

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Walking back needs

I was in a rush to find another topic to look at and no sooner was it said when my brain told me to look behind me and no sooner was it done when I noticed a Bloomberg article 

This sounds odd (and correct) as the Houston Business Journal gives us a little less than 18 hour ago ‘Texans face potential electricity price surge as power demand skyrockets’, it is odd as I noticed that term was a setting a mere 2-3 years ago. I gave the setting towards an IP idea I had. It was clear that this setting would be needed in Dubai, London and a few other places. I gave the Texan setting of Austin as a reference. As such I gave the idea that a few people should talk to Elon Musk as he is sitting on a trillion dollar idea and it would be needed all over the world. So, as some ‘now’ see that there is a larger problem, which I illustrated in ‘Is it a public service’ on November 16th 2024 (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I clearly stated that the energy is mission for a lot of this. We get the setting three months later in Bloomberg and now we get the Houston Business Journal giving us “With new data center developments, population growth and the electrification of oil fields, power demand growth is tightening the electricity market. Here’s what experts predict for the coming years.” As well as “With a rise in data center developments, population growth, and the electrification of oilfields, power demand growth is tightening the electricity market.” The latter part is a little hilarious. A setting that could be construed as the headline for the new comedy capers. What makes it a lot harder is the need Bloomberg gave us (and me months before that) that as I see it, corporate America has to foot that bill as the Data Centre needs will be required to get filled from day one, and as I see it the people of Texas need to pay ZERO. I do like the idea that corporate America will decrease the cost of living for Americans, especially when they are ‘required’ to remain carbon zero and 30 nuclear reactors are not the way to go. And this is given a lot more urgency as Americans are faced with the needs to make more electricity and the timelines to not align, especially in light of the news by Houston Business Journal given less than 24 hours ago. The other setting is that nuclear reactors require time and experience to build. As I see it, the Need for at least 3 GEN3+ reactors require at least 5 years and that is setting the reactors close to Houston and Austin. The third one should be right next to the data centre that Texas is handed. Oh, and these reactors need to be started within the next 3 months. So, when were these plans approved that fast? If not, there is little reason for a data centre when the electricity is apparently missing. 

The fact that the American people (the HBJ too) were apparently missing this information whilst I using a simple slide ruler (classic model shown below)

Got there in mere seconds almost a year ago, and I was courteous enough to write about it. So there is that to consider. Funny enough America has the solution employing the solutions by Elon Musk. I advice then to act, before the UAE (and Saudi Arabia) asks for all the batteries that Elon has in stock. That is one idea, there are more ideas and they are out there. Yet the settings are now given by the HBJ and will set Texas on a stampede for solutions I reckon no later than coming Monday. 

So when it does come, I would advice some people to walk back the needs of energy requirements and see where that leads them. The funny part is that this was a given BEFORE the Stargate project was on everyones retinas. Even as I gave my setting BEFORE Stargate, the setting becomes on why this wasn’t clearly given as project Stargate was drawn up? As we see the answers, more questions are shown on our eyes and this is the mere start of this. At present there are two operational nuclear power plants: Comanche Peak Nuclear Power Plant and the South Texas Project. Each plant has two reactors, and together they provide about 10% of the state’s electricity. So when we see this, we might understand the crazy presentation on AI and the setting of available energy. So when I gave my feelings on the three reactors, we see a much larger need, but is that a given? I know that I can be wrong, even if I am proven right months later. Causality does not mean proven effect, that requires a whole different setting of statistics and proof leading to this. 

So feel free to doubt me, but there are the stories and there are the newscasts and the data that nuclear reactors require time is pretty much a given. So feel free to doubt it all, I don’t mind. Just consider the setting that the Data centers require energy and who do you want that energy to get? Your fridge and microwave or an AI data center whilst we know that AI isn’t real. I leave it up to you.

Have a great day and feel free to look around you. The data is all around us all.

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Drowning in misrepresentation

That is the setting as I personally believe it to be. The problem isn’t me, the problem is that politicians are clueless and as such the people will end up suffering. As we get the article (at https://www.theguardian.com/technology/2025/jul/30/zuckerberg-superintelligence-meta-ai) telling us ‘Zuckerberg claims ‘super-intelligence is now in sight’ as Meta lavishes billions on AI’ the dwindling situation is overlooked. This is not on Meta or on Mark the innovator Zuckerberg, well, perhaps it is a little on him. But the setting of “Whether it’s poaching top talent away from competitors, acquiring AI startups or proclaiming that it will build data centers the size of Manhattan, Meta has been on a spending spree to boost its artificial intelligence capabilities for months now”. So, what are you missing? It is easy to miss it and unless you are savvy in data, there is absolutely no blame on you. I will blame politicians shoving the buck to a pile that has no representation and I do see that the political mind is merely ‘money savvy’, it does not have an alleged clue on data verification. There is a second point, it was given to me by someone (I don’t remember who) who gives us “All AI startups are their own shells linking to ChatGPT” I see the wisdom of that, but I never investigated that myself. You see, all these shells have issues with verification and these startups don’t have the resources to properly verify the data they have, so you end up having a bucket with badly arranged and misliked data. You would think that if they all link to ChatGPT it is a singular issue, but it is not. Language is one, interpretation of what is, is another side and these are merely two sides in a much larger issue. And hiding behind “build data centers the size of Manhattan” is nothing else than a massive folly. You see, what will power this? Most places in this world have a clear shortage of power and any data centre relying on power that isn’t there will crash with some regularity and these data links are maintained in real time, so links will go wrong again and again. And that link is seen by ‘some’ as “A new study of a dozen A.I. -detection services by researchers at the University of Maryland found that they had erroneously flagged human-written text as A.I. -generated about 6.8 percent of the time, on average” that implies that 1 in 15 statements are riddles with errors and there is no way around it until the verification passes are sorted out. Consider that one source gives us “monthly searches to more than 30.4 million during the last month”, this gives us that AI events resulted in 2,026,666 possible erroneous results and when that happens to something that was essential to your needs? When technical support and customer care fails because the number, aren’t right? How long will you remain a customer? That is the folly I am foreseeing and when all these firms (like Microsoft) are done shedding their people and they realise that the knowledge they actually had was pushed out of the side door? Where does this leave the customers? Will they remain Microsoft, Amazon, IBM or Google customers? This is about to hit nearly every niche in America business. The ones that held on the their people knowledge base tend to be decently safe, but the resources needed to clean up the mess that this created will scuttle the European and American economies as they overextended the new they spun themselves and when reality catches up, these people will see the dark light of a self created nightmare.

So in retrospect consider “Behind the hype of Microsoft backing and a $1B+ valuation, the company reportedly inflated numbers, burned through ~$450M funding, and collapsed into insolvency.” This setting was hyped on every channel and praised as a solution. It took less then a year to go from a billion to naught. How many even have a billion? Considering that Microsoft backed it, implies that they were unaware how they were, driven by a simple setting that should have been verified before they even backed it to over a $1,000,000,000 plus.

Now, we can feel sorry for Zuckerberg, not for the money, he probably has more in his wallet, but the ones wanting in on such a ‘great endeavor’ are bound to lose everything they own. This is a very slippery slope and as governments are seeing what some call as AI as a solution to solve a expensive setting in a cheap way are likely to lose the ownership of data of their entire population and these systems do not care who the owner is, they copy EVERYTHING. So where will that data end up going? I wonder who looked at the ownership of collected data and all the errors it has within itself.

The fear is not what it costs, but for billions of people is where their information will end up being and these politicians sell ‘sort of solutions’ which they cannot back with facts and in the end it will end up being the problem of a software engineer and that setting was too complicated to understand for any politician who was too eager to put his name under this and merely will shrug saying ‘I’m sorry’ whilst he is exiting through any side door with his personal wallet filled to the brink to a zero tax nation with a non-extradition treaty.

A setting we will see the media repeat time after time without seriously digging into the mess as they told us “Wall Street investors are happy with the expensive course Zuckerberg is charting. After the company reported better-than-expected financial results for yet another quarter, its stock soared by double digits.” All whilst the statement “Zuckerberg did not provide any details of what would qualify as “super-intelligence” versus standard artificial intelligence, he did say that it would pose “novel safety concerns”. “We’ll need to be rigorous about mitigating these risks and careful about what we choose to open source,”” is trivialized to the largest degree and in all this there is no setting of verification. Weird isn’t it? 

So feel free to enjoy you cub of toffee and don’t worry about the jacked setting of demonstration which was tracked by the original AI as “enjoy your cup of coffee and don’t worry about the impact of verification” because that is the likely heading of the coming super-intelligence

Have a great day (not have a grate clay).

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All Is Not Over

Yup that is the setting and it is a conundrum to say the least. Before I go into the explaining setting. I might need to refresh a few minds. There is no AI, Artificial doesn’t exist (yet). As I see it three components are missing and that is fine. We are making headway in this and some have one element in place. The other two are missing. So I have been speaking out against those AI ‘losers’ and it seems that no one else is listening. That’s fair. Why would you believe me over dozens of greed driven sales people. Then this morning (way too early) I saw something pass by on LinkedIn. It was brilliant, I never thought of this (I do miss parts at times) and the image below

Gives you the goods. Consider the ‘constraints’ of and actual AI. Consider the constraints of 5 AI’s. Now I take the assumption that this was all on the up and up. It is a leap, I know this. For all concerned, the poster was yanking all our chains, so you can test this yourself. Take a room with 5 strangers, ask them the simple question to pick a random number between 1 and 50 and write this on a pice of paper. Then all show them at the same time. Now if they are different people (I am referring to the old joke that all teenage boys will come up with 69 dude (and this was averted with the range 1-50) but seriously. Take 5 random people and optionally 2 might have the same answer, but for all 5 ‘proclaimed’ AI systems to give the same number is utterly impossible. 

Is it?
Well, that is the question. If they are founded on the same algorithm, there are optional gaps, then there is the setting that the data is founded on exactly the same amounts, as such I say impossible. A computer (any computer) has logics, hardware, algorithms and data. If they are all identical (which does not seem the case) the answers should be the same. But to get 5 identical answers is a drastic setting after all big tech is shedding jobs due to AI. If the image was true, the larger truth that companies need to shed jobs as they foresee a much larger economic clash. I was already on that page, but now more can do this to. Consider that this so called AI is being pushed onto support and customer care. Now consider that they all have the same flakes and errors. How many support and customer care jobs will set companies to collapse? It is an honest question. Where do you go when the company you are giving your money to is merely walking the beat towards average? A place where populism (aka the statistically most viable answer) is given?

A setting where we are merely the crunched number and not given the excellent quality support we are entitled to? I am not kidding, but this is the setting all the big tech companies are going for. All to look good on paper and that is what I see evolving. You can bitch all you like on Microsoft and Builder.ai where seemingly the AI work was done by 700 engineers. Microsoft backed the solution all whilst there was nothing to be seen on how 700 engineers were supported by hardware and software. Then we get to all systems with verifications and these elements should reveal that if AI was the real deal these systems could never have given all the same random number. 

So, all is not over. For the simple reason that if this happens, these companies need to find 61,000 people and this gives me the setting that dataconomy.com gives with “Microsoft’s Chief Commercial Officer, Judson Althoff, stated this week that the company saved over $500 million in its call center last year through the use of AI tools. This announcement follows a series of internal remarks concerning productivity gains across sales, customer service, and software engineering, as reported by Bloomberg during a recent presentation.” When these tools start bungling their job as the data becomes an issue (I see the 5 random numbers as ‘evidence’). You see, you cannot have on and not the other. I am mentioning Microsoft in this case as the quote was there, but as I see it, IBM, Amazon and Google will all have the same issue soon enough. And the first one that realizes this will get the first grasp in the 61,000 people and the last one gets the least impressive people of the bunch. And at what point will someone figure out what the price tag is on the $500 million in savings? 

It is a setting without any good end. And in the end, if the setting was faked, my conclusions are equally debatable. I will disagree as I came to this point through different means and this example was merely the icing on the cake. And I love it, because I never thought of this setting. We all miss things and I am no different. So I laugh as I saw the article as the example given was nothing short of ‘quite excellent’. As such I start the day with a smile as I enjoy being pointed at overlooking an element. That’s the person I am.

So, you all have a great day as I am starting fish day today (from young I was told Friday is fish day). Did the AI you are all embracing give you that translation and the reason why? It is a mere jab at the setting as this reenforces the verification of data. A setting I saw to be the achilles heel of that StarGate project. It is a mere $500,000,000,000 project, but that will not stop me from illustrating the situation and whilst other say that I don’t have the power to do anything. I merely counter it that these centers are unlikely to have the power to keep it going, you see power is more than an element, it becomes the biggest evil of the lot.

As stated, have a great day.

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