Tag Archives: IBM

Creativity strikes again

In my previous blog I Kida promised a little present for the Abu Dhabi Media Network and I tend to be a person of my word. It started on Monday, I was thinking back to the movie of Little Lord Fauntleroy, based on a book by Frances Hodgson Burnett. I remember the 1980 version with Ricky Schroder and Sir Alec Guinness. Young Cedrics father was disowned because he married out of the aristocracy, the father had died years ago, but due to death in the family, his two older brothers mainly, Cedric is now the only heir to the title Earl of Dorincourt and he is sought out by Mr. Havisham, Dorincourt’s solicitor and a new life awaits him. But not to get to deep into the story. The setting could be converted to an islamic setting to some extent. If a person is not fully family, but in case of an accident the setting might change. I reckon that a ‘feel good’ movie of that kind might be welcome to the Islamic audience. As I am still a fan of Scott Ridley, I was thinking that the ‘new’ role replacing Sir Alec Guinness should be played by the Syrian actor Ghassan Massoud who made an excellent Saladin. Alexander Siddig (who played Imad) might make an excellent solicitor to Ghassan Massoud (basically he would become the new Mr. Havisham) Some adjustments might be made, because too much alike and it becomes plagiarism. The family might have fallen victim to an American (or Israeli) bombing (and with the current settings in Iran, such an accident might come across as very convincing. I reckon that the Abu Dhabi Media Network will have their own version of Cedric. I reckon that if the UAE is increasing its stamp on the western world a collection of feel good movies might have a much larger appeal than just Bangladesh, Pakistan and Indonesia. And to focus on the setting of an average person to be thrust into the world of palaces, sheikhs and wealth might turn a few heads too.

Little Lord Fauntleroy was also done in 1921 and 1936, but I never saw those. I initially saw the movie in the cinema and whilst that movie has the big setting in the Christmas dinner, this version might be around Eid al-Fitr or Eid al-Adha, which one I leave to the scriptwriters in Abu Dhabi. You can’t expect me to do it all and also, I am not Muslim, so I might get a few things wrong. But the setting of expansion for the Abu Dhabi Media Network is to go through the old masterworks and which works could be redone with Islamic paints and brushes. I am decently certain that Rudyard Kiplings Jungle book is out of the question, mostly because Rudyard based Mowgli on Arvind Krishna who is now working for IBM (small giggle from my side). I also reckon that Peter Pan is a miss for obvious reasons. But the idea to give Don Quixote by Miguel de Cervantes a rewrite is not out of the question. So consider that we are considering:

Well, that is all I have for now, perhaps the Abu Dhabi Media Network sees options in both settings. If they do, they are welcome to it. As such another blow to the mundane life by creativity, have a great day everyone. I see that Vancouver is still on yesterday and it is not even breakfast time there yet.

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They have what?

Yes, that is the news we get mere hours ago ‘Aramco and stc to deploy supercomputer in Saudi Arabia’, these puppies do not grow on trees and there aren’t many of them. It’s almost the same as a country is added to the nuclear arsenal. A supercomputer is a big deal and in this case it will increase the computing abilities for over 700%, that is a lot and Aramco is seemingly sharing that ability with the stc (Saudi Telecom Company) and it isn’t entirely unexpected as we were told that this would happen in the end of March. Where we saw “solutions by stc had signed a SAR 1.4 billion (~ US$ 372 million) agreement with Saudi Aramco to provide advanced high-performance computing (HPC) infrastructure to support operations in the energy exploration and production sector.” And here we see that the Kingdom of Saudi Arabia is taking data exploration in the energy sector very seriously and it would enable growth of this sector could enable this US$ 372 million investment in a return of billions annually. As the expression goes it will have an interesting return on investment and I reckon that this also goes for the Saudi Telecom sector and this could assist the Kingdom in all manners from large to small. It is the benefit of having your own supercomputer and it is apparently not the first one, they already have 7, as such in the ‘rankings’ of these bad boys the Kingdom would increase to a 12th position on the global ranking list. They won’t outdo the United States who allegedly has 171 of these data devourers, but that is still a standing that will help Saudi Arabia to crunch a whole range of numbers and I reckon that it is one of the very few in the energy sector, as such they will likely have a massive advantage, because as they have had a stable partnership with IBM, they will soon have the means to crush decades of data in mere minutes. It also beckons the thought of what benefits it could bring to the stc, as data mining in the telecom groups is pretty novel. Yes, we get that telecom groups (globally) use supercomputers to see how their investment holds, but there aren’t many to have direct access to one. The top500 list doesn’t specify what or how they are used, but with Saudi Arabia soon in 12th position, they likely have a few options they dod not have before and to get the output of data crunches in no more than minutes is the beginning of a few settings that have strategic benefits and as I see it, their exploration of a muslim customer base in the surrounding African nations will reap benefits for stc as well. To get the output of ‘What can we do now’ not set in weeks, or even days but in mere hours (creating the dashboard is likely to most intense part here) is not to be overlooked. I reckon that overseeing the refinery benefits now for Aramco will be the first expected setting, because that is where a mere 4 billion per percentage increase is seen and that system (aka doohickey) will enable this with all the data it has access to in mere minutes. So, the upcoming OPEC Monthly Reports should no later then December 14th this year be showing us all a nice upgrade of the abilities of Aramco. An advantage like that will stir the emotions of places like Wall Street nicely and whilst some will trivialize what this will contain, the setting of decades of IBM data and the computer power that is added leave me with no worry of what Aramco could be achieving in 2026. 

Have a great day, it Tuesday now for me now, so enjoy whatever day you are in (only New Zealand is ahead of me in time). 

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Label negativity

That is the setting and I almost fell into this. I have lived by the fact that all AI is fake AI and I still believe this, just like some believe that Donald Trump cannot say an intelligent word ever, that is just the beginning, but it is all about me now. I do believe that all AI is fake AI and as such, I almost ignored news from IBM given to us on May 5th. The article ‘IBM and Aramco Explore Collaboration to Accelerate AI and Innovation Across Saudi Arabia’ (at https://newsroom.ibm.com/2026-05-05-ibm-and-aramco-explore-collaboration-to-accelerate-ai-and-innovation-across-saudi-arabia) sounds like a joke. But when you consider that AI is DML (deeper machine learning) and LLM, some say that Machine Learning (ML) is enough, but why settle for half baked? And consider that IBM has been working with Aramco since 1947 as such they have data, decades of data, as such we might frown at the words by Sami Al Ajmi, Senior Vice President at Aramco “Technology and innovation are central to Aramco’s long-term strategy. This collaboration with IBM enables us to assess how industrial AI and other mutually-agreed domains can further enhance operational excellence and resilience, while reinforcing our leadership in Industrial AI—particularly in reliability, safety, and mission-critical environments.” But when you think of it, it is a NIP methodology with near 98% data efficiency and upholstery error checking and whatever you might think of NIP think, the setting with reliable data gets to be close to actual AI, because that data is likely a lot more efficient than any other company (except IBM and Oracle) might have. As such that version of NIP will accelerate a lot all over the Aramco field. It will not have data of things it never faced before, but this setting might not cover a whole area, merely spots. And don’t take my word for it. A software package made by Systat Software Inc. called Systat worked on that premise long before people started digging into ML and DML, they set that parameter and whilst it is now Grafiti LLC (after SPSS had a go at it and became IBM) it seems that this setting is a seemingly pure win for IBM. 

A setting that should also reexamine all others to consider that whilst AI is fake, the ground work that is DML/LLM is a good field to examine and whilst we might giggle at the people mentioning and holding onto AI, DML/LLM is an established behemoth of software solutions and as I see it, when a company has been involved with IBM from nearly its infancy, that data is likely almost 100% foolish user proof and has the error setting close to absolute zero. There are people who will disagree and consider that there are likely ID10T errors (a WAN/LAN expression that has grown over TCP/IP) I believe that the Aramco/IBM partnership is almost fused together and they have worked decades together towards IT infrastructure cohesion and as I see it, the government of Saudi Arabia is all about harnessing its golden goose laying black eggs is a fusion that both parties regard as essential, the KSA to protect the income of its nation and the welfare of its citizens and IBM to keep their customer happy and content. Happy is almost easy, content is not that easy and IBM managed both for decades. As such I think that this setting is one that will work and pay off. 

So whilst I see the statement: “By collaborating with Aramco, we are exploring how emerging technologies are addressing some of the world’s most complex industrial challenges, while reinforcing our shared commitment to continuous investment in innovation” as a little presentative, the truth is that they have been working together for decades and there is little doubt in my mind that whatever comes from this will get the small percentages of gain closer towards 100% and don’t mock this setting, because Aramco is likely to gain $4.1 billion for every 1% gained, as such this is about serious money. Not some kind Azure wizard you see in almost every grocery store making them a few dollars per year. How much they will gain? I have no idea, because the oil refinery is set to a lot more than one product, but in this setting a 3% clear in the beginning is to be expected and that is over $12 billion, a billion for every month. When did you ever get that much of an increase of revenue? I only know of one man who achieved that, making it a one in 8.3 billion chance (that individual is labeled Elon Musk, look him up).

So whilst some say that this is splitting the margins of profits, I say that either you put up that $230 million a week or shut up. A clear setting of simple math and IBM can do math like no one else does. Have a great day.

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Bewildered as such

I have been bewildered for some time, now I see ‘UAE comes under Iranian attacks for second consecutive day: Ministry’ (at https://www.aljazeera.com/news/2026/5/5/uae-intercepts-missiles-and-drones-for-second-day). I have been bewildered on this for some time, you see never mind how the relationship with Iran is, the UAE is still a Muslim nation, it never sought aggression with Iran, it never catered to the United States and as such it makes absolutely no sense to me to fire 549 ballistic missiles, 29 cruise missiles, and 2,260 drones. These attacks have targeted infrastructure and caused civilian injuries. This is by large the most, even their ‘ally’ Israel (yes, that was a joke) never faced that intense an attack. So when I see that they have had two days of additional attack, I am happy (and relieved) that I gave my military IP to the UAE (Saudi Arabia as well), so as Al Jazeera gives us “The escalation comes amid fears of a return to war between Iran and the US, after Washington launched a new initiative, dubbed “Project Freedom”, to guide vessels through the Strait of Hormuz starting on Monday. About a fifth of global energy exports pass through the narrow waterway. In retaliation for joint US-Israeli strikes on Iran in late February, Iranian forces have effectively taken control of the strait by attacking – or just threatening – vessels attempting to cross without Tehran’s permission. The move has triggered a global energy shock, pushing oil and gas prices to multi-year highs.” As well as “Tehran also launched a salvo of 15 missiles – most of them ballistic – towards the UAE on Monday – the first incident after the US-Iran ceasefire came into effect about four weeks ago. All were intercepted, Emirati authorities said, but a fire broke out in Fujairah, home to a key oil terminal. The facility has been critical during the war, handling about 1.7 million barrels per day – roughly half of the country’s export capacity – as it allows shipments to bypass the Strait of Hormuz via the Gulf of Oman. Three Indian nationals were injured in the incident, which India’s government described as “unacceptable”.” The only thought that makes sense (to the smallest extent) is that the UAE could bypass the Strait of Hormuz, but that is not enough, the idea that the UAE has such a western following is the fact that it has a diversified work setting. As I see it, the UAE is the best place for Iran to get global visibility, that is the best I can come up with and it is for that reason that Iran needs to be destroyed, completely and utterly. They have no wish to get any diplomacy working, they merely want to stall the games they play. It might be a sick view I have, but that is what I am coming up with. The only plus point I see is that now the UAE will see what their true friends are and it can adjust the next steps to better the position of the United Arab Emirates. No matter what they do next, it should be with true friends and real allies. That is merely my view on the matter. And as the needs for the UAE will increase in several directions, there is an opportunity for Google to increase its visibility in Abu Dhabi as from there towards more locations. IBM already preceded them and they are not alone. As I see it, there will be changes and the embassies in Abu Dhabi need to be secured. Personally I am not one to trust Microsoft with that, but a Google/IBM solution might work. And my reason? Well, someone gave us ‘Xbox wants to win you back by removing the Copilot AI it forced upon you last year’ only 7 hours ago and TechRadar gave us 3 hours ago ‘Microsoft has finally realized what most of us knew all along: nobody actually wanted Copilot on Xbox’, a corporation that is so self centered and does not listen to its customers, is not one I am willing to trust ever, but I already had me share of evidence 12 years ago. So that clicked. So, whilst some big tech players are willing to play chicken with the Humvee driving towards you loaded with a beer-keg filled with Nitroglycerine? I’m not (I am watching Vertical Limit, hence the reference). 

As I see it, the UAE needs a strong infrastructure and it requires the correct business partners. As such I am willing to roll the dice on IBM/Google to the standard basics protected. And even as I see all current AI as fake, there is no doubt that Gemini is superior to whatever OpenAI/ChatGPT has, as such some others lose traction. Should Microsoft be eliminated? Nah, tempting, but they did invest Infrastructure & AI between 2023 and the end of 2025, Microsoft will have invested over $7.3 billion, with an additional $7.9 billion planned from 2026 to 2029. As such they have a clear need for the UAE, as well as aiming to train 175,000 students, 39,000 teachers, and 120,000 government employees to drive regional AI adoption (in my view it might ‘accidentally’ be focussed on Microsoft products and not Gemini), but as I see it, that is their right, it is good business sense. But I also see common sense in business sense and as such getting Google towards Abu Dhabi makes sense too (IBM is already there). No matter how you slice it, there will be changes in the UAE. I am not Confused, there is no Mystification and whilst some will say that I am in the dark, or at a loss, I am not, I might be to some extent clueless on what some do and there might be have the smallest smidge of being in the dark but that comes from lacking intelligence on the setting there and it goes hand in hand by some keeping intelligence from us. I get the reason for lacking intelligence, lets face it, no one wants to admit that their product is rubbish and when we consider that nobody actually wanted Copilot on Xbox (allegedly a given fact) we need to wonder why Microsoft is so intent on pushing its premise on whatever they can (my interpretation of that). It fuels mistrust as I personally see it. As such there needs to be an alternative for Microsoft and they did this to themselves. 

You can agree or disagree, that is fine, but I personally believe that the UAE will need reliable business partners, especially in Abu Dhabi and I see that players like Zendesk might need to open offices in the UAE (particular in Dubai and Abu Dhabi) There is a larger need for service solutions to expand into the UAE, whatever hits the UAE next, at some point service points will be affected and its resolution can only be affectively resolved if all the players that need to be there are there. It is nice to ‘rely’ on cloud solutions, but the UAE is under attack and as such whatever  loud solution you use, it tends to lose against a Shahed-136, as such repairs and rollbacks come to mind and they require closer interaction, not a cloud connection to London (or Osaka) there are too many lose ends and that tends to be delimiting to any business. For now I seem to be focussing on alternative military solutions to slap Iran silly (they will be handed to the UAE as well), so have a great day, its 01:00 now and I still have a few hours of snoring ahead until brekkie is offered.

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The path we make

The path we make is often set, for one, you cannot walk the path of (fake) AI without considering the side-roads called Data Verification and Data Validation. They are intertwined. And whenever I get to Data Validation, NASA tends to be own my mind. They have been on the Data Validation path as early as the 70’s, long before whomever runs IBM/Microsoft/Google now, they were already looking at ways to support their validation tracks. So when I see the combination of NASA and DATA I tend to look up and take notice. So when we get ‘NASA POWER’s PRUVE Tool Streamlines Data Validation’ (at https://www.earthdata.nasa.gov/news/blog/nasa-powers-pruve-tool-streamlines-data-validation) where we see “NASA’s archive of Earth observation and modeling datasets has an incredibly diverse range of uses, and assessing data uncertainty is a critical step toward ensuring the data and analyses are accurate, reliable, and trustworthy. Several factors, such as instrument calibration, atmospheric corrections, and land-surface albedo, can affect the quality of satellite data. For users working with solar and meteorological datasets, quantifying uncertainty is especially critical, as these data often inform decisions and policymaking at the community level.” And this introduction leads towards the two quotes “NASA’s Prediction of Worldwide Energy Resources (POWER) project, which provides datasets from NASA in support of energy, buildings, and agroclimatology decisions, developed a tool that enables users to assess data uncertainty for selected surface variables from POWER’s data catalog with corresponding surface measurements.” And “The cloud-based tool — the PaRameter Uncertainty ViEwer (PRUVE) — makes assessing data uncertainty more straightforward for users across disciplines and skill levels. PRUVE uses surface observed site meteorological data from the National Oceanic and Atmospheric Administration (NOAA) and surface radiation data from Baseline Surface Radiation Network (BSRN) to compare against POWER-provided surface meteorological and radiation data values. This user-friendly application gives users an opportunity to quickly confirm data validation through customizable queries.

So when we see “By creating the free, easy-to-use PRUVE tool, the POWER team instills an additional layer of trust, empowering users to tackle some of the most important long-term weather challenges facing our planet.” I feel doubt and I do know that this is in me, not because of what is promised, but consider the settings in the example we see “a student wanting to install a small wind turbine for a study project at their college. They are limited by size and cost, so they need to make sure the predictions and analyses are reliable. As part of the study, they can use wind and other historical data parameters available through POWER to forecast how much energy will be produced from the wind turbine system. The student wants to limit the level of uncertainty in their prediction calculations as much as possible.” All whilst we also see:

So where is the doubt? You see for the most there is no doubt in the powers that ‘reside’ within NASA, but when you see these facts, why this system is not ‘coexisting’ in the Google, IBM or Microsoft clouds? This system should (read: optionally could) be adjustable to these fake AI systems to smooth over validation and reduce error in whatever data there is. And I do know that it is not that simple, but consider the settings that are lacking now, the transference of these options might also fill the coffers of NASA and there is no way they don’t need that. And as my skeptical self realizes nearly all the data systems on the planet require additional layers of trust, but that might merely be me. 

So as I see it, nearly all data systems are set towards some setting that there is some side solution towards data validity, all whilst there is a direct need to make checking the validity of data a main priority. So what happens when this solution gets additional layers of data validation, in part in statistics to see if the validation sets statistical boundaries whether the data set in some normal way, but that limits the setting is an outlier is found, so how can that be validated? Then there are multiple factors where a value should behave in certain ways, but it would not be easy. I reckon that NASA could pull it off and it would be a tool that everyone needs. I merely wonder why no-one has considered it before. Now, I do understand that it is a tall order and I might be incorrect (read: full of it) but consider how meteorological numbers are achieved, consider that there will be error, but a setting that reduces error in validation. A system that reiterates the data given and considers whether validation passes of fails. A system like that could be made, but the issue are the outliers, so what makes an outlier valid, because if one outlier is wrongfully ‘deleted’ the data set could become invalid. So is this possible? I think that only NASA with its expertise could make such a system a reality, making data validation more readily available. Because no matter what verification process follows and whilst we await the coming of real AI, validation will still be a setting that is required in whatever data system comes to the surface of true AI. And perhaps the system will become a verification setting, both are required and neither system seems to be ‘correctly’ developed at present. It is a horrible conundrum, but it requires contemplating as such a system is needed by the time Real AI comes to all our doorsteps. 

The additional issues I see is that in this case the PRUVE tool has all these connecting data segments, but what happens when it is a little more complex? We have all our minds set to ‘connected’ data, but it isn’t that simple at times. Consider the ludicrous setting of length and shoe size. Now we can understand the setting of a 4’8” person with 17” shoes (he wishes), but is it out of the realm of possibilities? There is a girl named Shae, who claims she knows one person with that description (Game of Thrones joke). So how would you be able to validate this? Perhaps other data is required to make the clear distinction valid and how could such a system make validation reliable? As I see it, the biggest problem into validating data is being able to recognise the outliers. I see the deletion of outliers as a problem, the data loses reliability and verification become next to impossible. Its like watching a dataset limited without data from the Interquartile Range (or 3-Sigma Rule) and as I see it, whatever data you remain with makes actions like fraud detection close to impossible (unless that transgressor is extraordinary stupid). You see there is the ‘old’ premise that “Outliers can bias statistical estimates, causing inaccurate results in predictive models or misrepresentations in descriptive statistics.” I am not saying it is incorrect, but the absence of outliers could make the validity of that data a lot more dubious and finding this is a real challenge, so as far as I see it, That is a job for NASA (the keyword Superman was already taken by DC comics). 

So see this as a little trip on the brainstorming front, I definitely need a hobby and I am all out of licorice.

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This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

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What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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About that woman

Yup, the Amazon. And if you think we are talking about that woman in a tight leather bodice hiding perky breasts looking like a 30 something woman called Gal Gadot, you’d be wrong. We are talking about the other Amazon, the one with a wrinkly face selling books. A few articles hit me a few hours ago. The first one on the table (at https://www.bbc.com/news/articles/clyjjr7kzj2o) is the BBC, Fortune with its paywall was rejected) is the one we see first. It sets the tone with ‘Amazon to spend $11bn on satellite firm in growing Starlink rivalry’, now I accept and respect competition and the quote “Amazon is aiming to build-up its satellite business to offer internet and mobile phone services by spending $11.57bn (£8.5bn) on an acquisition of Globalstar. The deal, announced Tuesday, will allow Amazon to get thousands of satellites into low-earth orbit through the Amazon Leo project the company has been working on for several years.” But the added part starts making this setting a more desperate look, with “Amazon will be in closer competition with Starlink, an increasingly popular satellite-based internet and phone service company launched by Elon Musk in 2019. Starlink has a significant head-start on Amazon’s Leo, which currently only has around 200 satellites in orbit. Musk’s company, which is private, says it already has more than 10,000 active satellites offering internet and mobile phone service to more than 10 million paying customers.” Star link is already seeing head waves with the rejection by Canada and next Europe with the sabres rattling that President Trump is throwing in the air. The last words have not been spoken about that and as soon as Ursula von der Leyen is setting the tone of what the American Administration is accepted to get hearing of, this field will become a lot less profitable. But besides that, under the guise of AI (lets keep it real and call it fake AI) “As of January 2026, Amazon is cutting approximately 16,000 corporate roles to reduce bureaucracy and embrace AI, following a previous round of 14,000 job cuts in October.” We are already raising eye brows as that is setting too many people out into the cold and now they are playing with $11.57 billion to play with the competition they have no chance of catching up to? 200 makes no competitor out of 10,000 satellites and as I see it, Starlink is setting several amazing views, does Globalstar have anything to match it? Its like Microsoft with its 5% market share stating that it is time to replace Google, who has over 88% share. It is never going to happen and as I do not trust AI, I will still google things, no matter what some media claims people do and millions of people are on the same side that I am on. 

I reckon that $1 billion could have given these 30,000 people a job and that is before we take under consideration a few other things. Some say that a data centre has 3 to 5 years (source: Fortune) so how can you keep these data centers when the return on investment is at least 5 years out? These are the makings of a pot stew, one that usually is standing besides a few players playing some version of poker. It sounds like the consolation price for something no one needed, or at least that sounds to be the case. You see, this drive to data centers requires a population and as I see it Europeans are now actively rejecting Microsoft and everything that comes with it (like data capturing). So what gives? 

Then we get CNBC, who (at https://www.cnbc.com/2026/04/09/amazon-ceo-andy-jassy-ai-spending.html) gives ‘Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative”’ with some of the key points being “Amazon CEO Andy Jassy released his annual shareholder letter, where he once again made the case for huge investments in artificial intelligence. The company has said it expects to spend roughly $200 billion on capital expenditures this year, with the lion’s share going toward AI development. Jassy wrote that AI revenue in its cloud computing segment has hit a $15 billion annual run rate.” And here we expect a few things. You see, investing $200 dollar to get back $15 per year sounds stellar, but it also means that you are 13 years away from getting the original $200 back and now when it concerns billions, there is the matter of interest. Given that they might be drowning their revenue, there is no interest, but it is a large thing to take into account if it is the company handheld on the white that AI becomes real in the next 13 years. I think it is touch and go there, but still the second sized wave of technology will be massive. Once IBM releases the shallow circuit advantage they have, the will cost Amazon billions too, I have no idea what Google has on that term, but as I see out Amazon does not. So, as I see it, Amazon is paying poker with a bank of over $220 billion and the outcome is definitely a gamble and one of the highest order as well. So as CNBC gives us “Amazon shares have struggled so far this year as investors question the company’s aggressive AI spending plans and grow increasingly impatient about when the investments will pay off. Amazon shares closed up 5.6% on Thursday. The stock is up more than 1% year to date. Jassy has said that Amazon needs the capital to go after “a once-in-a-lifetime opportunity” and to keep pace with “very high demand” for the company’s AI compute.
I merely wonder if anyone has a clue what kind of a gamble Amazon is making, because that bill comes due and it comes due in a most unfashionable way. So whilst we look (and optionally gawk) at what is shown, can anyone see what about to happen? 

Then. We are ‘hit’ with the final setting and it is given to us (at https://nationaltoday.com/us/wa/seattle/news/2026/04/14/goldman-sachs-lowers-amazon-price-target-ahead-of-key-earnings/) where we see ‘Goldman Sachs Lowers Amazon Price Target Ahead of Earnings’, which is always going to happen, but the quote “Wall Street analysts see both opportunities and risks in Amazon’s AI-driven growth strategy.” The one side to look at this (an optionally wrong one) is that the added risk is downplaying the opportunity in the field here. That is beside the point, as I see it, that the added quote is merely filling with “Goldman Sachs has lowered its price target on Amazon stock to $275 from $280, while maintaining a Buy rating ahead of the company’s expected earnings report on April 30, 2026. The revision signals a broader shift in investor attention toward the key risks and opportunities shaping Amazon’s next phase, including the performance of Amazon Web Services, the impact of rising energy prices, the commercialization timeline for Amazon Leo, and the growth of Amazon’s advertising and marketing platform.” But what matters is “Amazon’s aggressive push into artificial intelligence through AWS has become a critical driver of the company’s growth, with AWS already reaching an annualized AI revenue run rate exceeding $15 billion. However, the heavy AI spending also comes with trade-offs, as Amazon is significantly increasing capital expenditures, which could pressure free cash flow in the near term. Investors are closely watching these developments to understand Amazon’s trajectory in 2026 and beyond.” As I see it, the risks are adding up and we are likely to see an addition of maturing trade-offs to make the screens, making investors jittery. Personally I don’t think that it is the “pressure of free cash flow”, I believe that there are several risks of Globalstar ignored and that will rear its ugly head soon enough, because at some point Starlink will boost their presence with requirements towards ‘space safety’ and whilst no one is expecting this, I reckon that Globalstar is not ready for those ‘demands’ and as such $11.52 down the toilet as they say, a risk that is (at present) undocumented, but that will raise the risk levels on a few levels, but what do I know. I am originally from tech support, not in any way connected to economic forecasting. 

A setting that gives us that in almost every way it is more appealing to watch Gal Gadot with perky breasts in a leather bodice than it is to look at the presumption of revenue by speculative economic forecasters of Amazon inc. But that might be my hormones talking and not my wallet, which has zero Amazon stock, so I am not listening to my wallet at present, who is eerily empty.

So you all have a great day and consider the risks you are facing today, if you are watching Gal Gadot, the risks are good, if your fortune is in Amazon, a little less so.

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Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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