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Danger zone

Yes, that is the setting and it is not some song by Kenny Loggins (1986) or Tom cruise playing rocket man with his F14 Tomcat (it wasn’t his, it was property of the US defense forces). The danger zone is real and Europe just opened it up. As I saw how EU countries are now rejecting Microsoft and Google on national scales, the setting changes. I get why you reject Microsoft and to some level grudgingly accept that Google will go that same way, the need for data sovereignty is almost crystal clear, especially in this US Administration. But the danger zone comes calling. You see, Google also owns Mandiant and as it is called a premier, technology-agnostic cybersecurity firm specializing in advanced threat intelligence, incident response, and managed defense with decades of experience, it was bought by Google in 2022, as such it will fall away from the nooks and crannies of office cyberspace. As such I wonder if anyone considered rereading their contracts and the danger zone they opened themselves up to. I have no idea what Microsoft has (and I kinda don’t care) but they will have something in place and when that all falls away, the EU and its settings is opening themselves up for a lot of cyber hassle. A massive redirection will be needed to avert the dangers they are opening themselves up to. I also reckon that every Tom, Dick, Harry and Seamus with more than 2 weeks of cyber knowledge will offer themselves as ‘cyber experts’ and that is likely going to increase the tensions and threat settings for corporations all over the EU. I reckon that (allegedly) Russian and Chinese cyber threats will be running rampant over the next 20 weeks, a cyber defense setting will become unavoidable. And if the EU doesn’t act fast, the costs will go into the millions per nation. 

So even as we want to think that Google is the big evil (it really isn’t) the consequences of the CLOUD Act is one expensive hobby the United States never considered. As Europe (and soon the Commonwealth too) is deciding that their digital sovereignty is the way to go, we can see a direct implosion of the AI bubble, because as I see it, the United States has well over 4000 data centers and that much is not required for the 349 million people it has and at that point, as these data centers fall away, I reckon that the United States will drop these data centers as bad mortgages, most of them falling away because a population of one, is not much of a population to cater to in any data centre. In addition, any corporation who wants to stay in business will have to create a European business, taking revenue away from the USA to a much larger extent. They wanted a ‘cloud’ act and in 2018 they got it “The CLOUD Act (Clarifying Lawful Overseas Use of Data Act) is a 2018 U.S. federal law that dictates how technology companies respond to law enforcement requests for electronic data stored across international borders” and the bit of ‘electronic data stored across international borders’ will be costing them their heads soon enough and there is no turning back that clock, confidence in the United States is gone. So, whilst we are given “U.S. authorities can legally compel U.S.-based tech companies (like Google, Microsoft, or Meta) to hand over user data and communications, regardless of whether that data is stored in the U.S. or abroad” the danger is that this will also affect Amazon and optionally Oracle too. In case of Oracle there is doubt as it is a software vendor and they do not owe any data, but their cloud corporation will take a massive hit. To that I have no doubt. You see as a US corporation, Oracle’s global cloud environments can be legally compelled to hand over data to US authorities via mechanisms like the CLOUD Act. This puts European companies using standard global Oracle infrastructure at risk of violating local privacy laws, not to mention dangers to their data sovereignty. As expressions go, this means that the United States really pickled their jars. What is clear is that I looked into a Swedish completely isolated data centre 1-2 years ago and that firm is likely making massive revenue gains, because others called them nuts for doing what they did and I reckon they are close to the only vendor in town that is not hindered by US protocols. 

An interesting phase, but the danger for cyber security remains. And Microsoft? They are about to lose the bulk of 451 million customers, so their footing is about to get shaky and for the cyber settings, whomever (non American) comes with a decent package will make a killing in Europe. I wonder who will fill that option? 

What a nice setting to come to, so any gamer who wants to have his own No Man’s Sky universe with the data storage to keep a nation of gamers happy, it is likely that the USA will have some places for sale soon enough. Have a great day all.

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The brain jostles

That happens, in my mind there is an eternal struggle for dominance (not in a bad way) but the back of the mind saw something and it is trying to work it out, whilst me, myself and I are also in need of that grey matter. The back of the mind saw a DARPA challenge of ‘Triage Challenge (DTC)’ with the subtext “Transforming how medical responders triage in mass casualty incidents by advancing scalable, timely, and accurate tools.” But the brain (mr Grey) saw that the bottlenecks is not a setting of operation, it is one of adherence. It doesn’t make sense. But consider that a nation has 15 million people and they all trusted Microsoft (there’s a thought) , but as they trusted AI (for whatever reason) and now we have 15 million unresponsive people. So, Mr Grey decided that the setting is not that you need to get to people, you need a solution that can be deployed at any place in that nation and from there the settings come calling. So Mr. Grey decided to employ a call centre and treat every person like it is part of a call centre. Confused? I thought you were, I was too. But consider that you have two stacks one with medical personnel and one not. The call centre setting makes every doctor important and that is the call. So whilst you have a doze doctors making calls and only a higher doctor can overrule a lower doctor, but then you get a new call centre where the pool comes from Nurses-Doctors-specialists and you refrain from bottlenecks you get a new kind of triage. So stop getting a dozen beds because you only have a dozen doctors, you get 60 beds because all the medical staff can determine casualties and disregard initial low calls, these low calls are not dismissed, but the pressure to get the important casualties are not restricted to these 12 beds. What does happen is that this call centre approach needs to work differently and that takes a logistical side, A new medical call centre approach so whilst we are given that there is a new consideration. So out of hand, consider that a hospital has a dozen forms, but instead of dispersing these forms, each doctor has all the forms, they are collecting an storing information and they print out a QCode, which has all the information and is attached to the person (like a Pandora chain on the wrist) and when there is more than one QCode charm, higher people look at this what might be required. And as this is all read on the spot, all whilst the tablets read and collect everything now, the equation changes. This allows for mass collection and triage abilities to move forward. It requires a great deal of discipline, but those in triage tend to have an abundance of those, but as I see it, triage tends to rot; l with the punch and the overlay of suddenly thousands of people needing access to triage makes for a weird situation, as such my brain works out in seconds that this requires a different approach, so whilst some need more nurses, we get the setting that 50 nurses record what needs to be and every doctor has its own nurse making judgement calls on people part of this was seen in Pearl Harbor (the movie) and they worked with what they had, but now we have and can deploy QCodes in seconds, so the track of the bottle neck changes and as these QCodes are deployed, people can be moved to a better site for treatment rather quickly. From there we get. New setting that power is less of an urgency and if these tablets have replaceable batteries, the downtime becomes very low and these batteries can be charged in a hospital and one box could contain 50 batteries, resetting the bulk of all tablets in seconds and DML allows for a much faster deployment of forms and most technology is already there to scan these forms and make them digital. No we merely need to traverse this setting to a QCode answer and the triage setting is near complete. You might have to add forms as one setting (like Pearl harbour) is not the same as another (Esso Chemical Rotterdam), they all have there own settings, but burn forms, respiratory forms and blood form have a near global setting, Doctors tend to have the same global talk and their writings all lead to a free ticket to a museum (small joke). So that was what Mr. Grey figured out in less then a minute. 

I was still in play mode and whilst I am not surprised that Sony tends to overwhelm any person who enjoys gaming, I still was blown away with what Sony produced in its state of play. You see I like racing of a kind and perhaps I was a little attached to the settings that Sony gave us with Grand Turismo (1-4) and Need for Speed underground (GameCube) or Project Gotham Racing (Xbox360), but today Sony blow the cover out of all of them with Stuntman Hollywood. A racing challenge with a difference. It looks good, but will it play awesome? Time will tell, but I didn’t see that one coming, so I got my wow factor. And as icing on the cake there was God of War Laufey, new character, new gameplay and new graphics. Everything a growing player needs for his or her diet. Still as I got the joules from my grey cells, mr Grey decided to consider a few more options in the situation he obviously is seeing as resolved. The QCodes go on a chain and the chain is also a data carrier and goes around the neck of the patient. The qcodes are added to that chain, but as I see it, the chain copies all the qcodes that are added and that chain might also collect physical setting, like an elongated smart ring. And it can all connect to the tablet of the doctor who is then getting additional knowledge and give the chain a code that gives it a colour. All setting a new conditional setting to triage and when triage is given in a remote location it merely enhances the information the doctor has access to. Where the qcode was added, where the person has been and from there we get a new kind of triage, because triage comes from the 1700s by Baron Dominique-Jean Larrey, the chief surgeon for Napoleon’s army. He started to sort the wounded, but we now have sort abilities that do not need a doctor, a nurse might do and even then there are some parts that need no medical staff, it merely needs to be recorded (hence the smart chain) and as the QCodes are added, the picture becomes more and more complete. Some need to get more tests, but if you consider that the goal is to reduce the severity of the wounded, we could walk a different path, a new path, not disregarding what we have, but what we can do. And battlefield triage is a lot dependent on what there is. So if we can find the category 1 people and reduce these to level 2, we are already winning. So consider we have:

And from there we get to save them all (just like a Pokemon game), so the smart chain and the QCodes could enable that path, all whilst the doctors look at treating the level 2’s whilst looking for the level 1’s, a setting that comes through new logistics and automation (I refuse to call it AI), because DML will help here, will it be enough? That is for a doctor to decide. 

My ego is happy that I met another challenge by DARPA and one that is good for the medical sector, my ego is doing just fine. I wonder what my brain will mostly for tomorrow, time to get some steps in. Have a great day all.

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The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

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A new dawn

Quantum Insider gives us less than an hour ago ‘Aramco And Pasqal Launch Saudi Arabia’s First Quantum Computer And Middle East’s First Commercial QCaaS Platform’ (at https://thequantuminsider.com/2026/05/19/aramco-and-pasqal-launch-saudi-arabias-first-quantum-computer-and-middle-easts-first-commercial-qcaas-platform/) as such, Saudi Arabia is adding a notch to their services belt, non oil services belt. As such we are given “Aramco and Pasqal officially inaugurated Saudi Arabia’s first quantum computer and launched the Middle East’s first commercial Quantum Computing as a Service platform, expanding regional access to quantum computing infrastructure and applications.” As such the Arab population will be Abel to tap into a new “The 200-qubit neutral-atom quantum processing unit, located at Aramco’s data center in Dhahran, enables remote cloud-based access for enterprises, universities and research institutions to develop quantum-enhanced solutions for industrial challenges such as logistics, CO₂ storage optimization and supply chain management.” In that setting Ahmad O. Al Khowaiter, Aramco Executive Vice President of Technology & Innovation gives us “This quantum milestone belongs to our Saudi researchers, engineers and scientists. By investing in joint training and research, we are building world class quantum expertise right here in the Kingdom—an expertise that will power the next generation of energy solutions, accelerate lower carbon fuel development, and enhance reservoir and supply chain optimization. Let this achievement be the catalyst for an innovation driven economy, creating high impact, future ready jobs for our youth and advancing Saudi Vision 2030.” At present the consumer can access IBM Quantum, Amazon Braket (not Bracket?) And Azure Quantum as such you can still count the consumer quantum profiteers on one hand as Aramco Quantum is added to the global settings of quantum computing and as I see it, it is more than “Aramco is not just waiting for quantum computing, it is helping to shape it as a global leader. This inauguration is evidence that the most demanding industrial challenges in the world are now being tackled with Pasqal’s quantum processors, software and specific solutions. For Pasqal, deploying our system for use in Aramco’s business-critical operations, while also being available to the region’s enterprises and research community, is a part of our core mission: to enable practical and secure quantum computing at scale today.” These are words by Wasiq Bokhari, Pasqal CEO to live by. In this age and setting that anything Americas are rejected more and more, merely the fact that this is Saudi setting and not an American setting might be appreciated by a large cluster setting of 1.7 million corporations comprising largely out of the 2 billion Muslims and they are fiercely offended by some of the western settings and the one Islamic providers is now offering their services. The fact that this gap is now appearing seems to set Saudi Arabia and Aramco as a quantum provider might give Saudi Arabia a few more options down the road. As I see it, the timing couldn’t be better for them. The article ends with “Under the terms of the partnership, Aramco will progress a roadmap of use cases on a production-ready QPU as a foundational customer, accelerating development of quantum-hybrid solutions for its programs across energy, materials and industrial operations. Other external organizations, including research institutions, universities, and enterprises, can use Pasqal’s cloud platform to access one of the few quantum computers in the world. Aramco’s domestic venture capital arm, Wa’ed Ventures, initially invested in Pasqal in January 2023, reinforcing efforts to localize advanced quantum technologies and accelerate the development of the regional quantum ecosystem. Since then, Aramco and Pasqal have built a structured quantum program targeting high-value operational challenges across multiple work-streams, where quantum-hybrid approaches unlock capabilities beyond classical computing. These Aramco work-streams include port logistics optimization, CO₂ storage optimization, well placement, rig scheduling, building the Kingdom’s quantum workforce, and making quantum computing available throughout the region.

As I see it, it will become a brand new day in Quantum providers and I reckon that the other might have to downgrade their prices as one in three is now seemingly becoming one in four. The other three might have seen under ‘American pricing’ but Aramco is a different kettle of fish and as I see it, they are the only non American alternative out in the field and in this political climate there is the option for Aramco to attract a few other clients as well, who? I have no idea as there is to the best of my knowledge no data on a setting like this. It has never happened before and that is a nice setting for my old nogging (or so they say). It is another service that Aramco will be offering its clientele and it is one that is not easily found on the planet a whole new doorway to revenue is opening to Aramco and the Kingdom of Saudi Arabia.

Have a great day this Tuesday, Wednesday is still 5 hour away from me and New Zealand gets there in two hours.

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Right out of the left field

I had a mind blast a few hours ago and I don’t know what got me to this. Well I kinda do, but I was not giving it much thought. So as I was enjoying a few moments (a moment is an hour) on YouTube, I saw a video about the Epic Universe, which until President Trump decided to go the way of the Dodo, it was my ultimate intent to spend a vacation in Epic Universe, but as things are, there is no way I am going there in the next decade (optionally the rest of my life). Now my mind is set to the theme park world of Yas Island in Abu Dhabi. So as I saw the YouTube video I suddenly had an idea. This is not something I can do, but after all the idiocy settings of HR people relying on AI settings. It struck to me that these people could use a ‘simulator’ several settings from stores to amusement parks. 

So consider that HR is set to a skill level as it tends to be, but how do you hire? What triggers are you considering? That is the stage of the simulator. You are given a pool of people and the DML/LLM of that system creates the letters, the person goes through them and selects their top 5 or top 10. Then the interview and from there you get 2-3 that go through the final round. Just like your average job setting. So, as you go through the settings of HR, the simulator gives you a rank, but more importantly it shows HR what staff needs additional training. So this would be an actual simulator to improve the HR setting of a company. 

And believe me, I have seen my shares of flaky scammers (so, not HR), HR that flatly deny you, and those who seem to believe that a new starter requires 5-10 years of expertise. There are all kinds of HR and as I see it, when the AI bubble bursts, whomever will be unable to hire the right people, will go under in that AI bubble and they will not be heard of again. The setting is that the truth of the matter is that any firm will need the right people. Who that is tends to be up to HR, but how to get them seems to be unclear. As such my mind came up with the simulator setting. Based on a pool of people with DML/LLM letters so to get a mingle of types as the simulator expands into construction, retail, consultancy we will see a while range of options and there is no immediate release. To add the styles and settings will take time, but consider that the United States has approximately 36.2 million businesses and the European Union has approximately 33.5 million active enterprises across its business economy. That is a pool of almost 70 million potential customers, the retail sector is still a lot less, but it is a start and when the simulator gets the power it needs to get, the simulator gets the finance and attention to grow into something serious. So, it was just an idea and if a dedicated IT HR programmer is out there, this idea is for you. I am not getting involved in a work I have seemingly no clue about.

Anyway, that was the idea I had today, I reckon that it could use the setting of localization down the road, especially with over a billion people in India, but as I see it, the USA and EU are a decent first bet. Have a great day.

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Repetition to be

This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there. 

There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. 

So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. 
Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. 
So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018): 

So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care) 

The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt)  “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s. 

Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible. 

So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.

As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.

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Sighting the noose

This is almost a real setting. There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions. France is shifting 500,000 workstations. To open source software, equally schools and public sources are making equal changes. Italy is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. EU (General): Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. We see at present what happens when President Trump switches the internet to OFF and there is more happening and some are ahead by a decent amount. This implies that the bulk of 450,000,000 accounts are switching. Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is doubling down in everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build, when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this braindyain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this nose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? So what happened to that StarGate project? Is that still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chink of the $700,000,000,000 that is due in 2026. So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

But what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and I reckon it is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is in a bind and it is largely their own fault.

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Relation to all settings

That is what I had two days ago. I didn’t act on it, because I had an IP idea and that tends to take precedence. But two days ago and for more the entire last week I have been ‘brooding’ over these grocery stores (Microsoft and Amazon) giving us that they were setting ‘localised’ protection settings and there was the rub. So here goes and I am trying to do it in certain orders (mostly chronographically). So I saw news that was a little weird, because “The U.S. CLOUD Act (passed 2018) empowers U.S. law enforcement to compel American tech companies to provide data stored on servers globally, regardless of whether the data is in the U.S. or overseas. It focuses on data control by U.S.-based entities rather than physical location. Separately, “American Cloud” refers to an independent provider offering zero egress fees, focusing on data sovereignty.” And with the intellectually challenged person they put in the white house and his ‘power hungry’ grabbing notions, the world is in clear and present danger. It was only a moment that I was confused, but this made a lot more sense than trying to grab Venezuelas oil. And I think that was what is seemingly all that need for all those data centres, the AI was merely icing on the cake, the real price is the global data that is now slowly heading to all these data centres and only localised non American set data centres are safe. As far as I know there is merely one in Sweden and that is basically it. And don’t think that you are safe, the image below shows the tainted corporations that have at least one American data centre.

The Dutch Netherlands Broadcasting Foundation (NOS) gives us that 100% of the Dutch media has American links (what a surprise) and for the rest, there is little else, only the psychiatrists have only 56% ‘tainting’ by yanks as the expression goes. As such this was brought to the surface by the Conversation who (at https://theconversation.com/microsofts-ai-deal-promises-canada-digital-sovereignty-but-is-that-a-pledge-it-can-keep-272890) gave us ‘Microsoft’s AI deal promises Canada digital sovereignty, but is that a pledge it can keep?’ Which was given to us on January 19th, as such it is BS in a jar, because as you saw, the 2018 act gives America access to it all and you have seen how boated this White House is, so as such you have no chance in hell to keep your data safe. Fortunately I had a second setting and as I ‘exploited’ a Banyan vices weakness in cloud settings, I am a little more safe than most and do you think that this is limited to global personal data? How long until you are forced to watch how American ‘corporation’ use whatever IP they can find? Some give us ‘OpenAI Plans to Take a Cut of Customers’ AI-Aided Discoveries’, so how long until the fading between that and ‘OpenAI Plans to Take a Cut of offered AI-Aided Discoveries’ that threshold is a lot smaller than you thought possible. And whilst other sources (read: NBC) give us at https://www.cnbc.com/2026/01/15/amazon-sovereign-cloud-europe-expansion.htmlAmazon’s European sovereign cloud launch is a ‘big bet,’ AWS CEO Garman tells CNBC’ Yes and it makes no difference. Amazon and AWS are American companies as such America can grab that data. It’s like a sugar addict telling you that your jollies are safe. In this regard no follies are safe and as I see it several government should have acted in 2018, but most of these governments were possibly lulled to sleep with BS promises. As such the world has no longer any time to adjust. Personally I think that a specialized form of what was called in the 90’s as the DB virus. The virus was incredibly clever. It was a data virus unlike any other. The virus changes all your data and data went from 0 1 2 3 4 5 6 7 8 9 to 5 2 7 5 9 0 4 1 3 the problem was that until the virus was removed no one had a clue what was going on and when the virus was removed all numbers got to be hustled up, making the data useless. I reckon that a slightly more evolved setting is required here. And whomever objects can go catch an arial coitus (they are in towns with a population of 1 (you). It is all I can come up with in a few seconds but that is set into a larger setting, the viral setting is the desktop, and as it is ‘divided’ from the cloud data there is nothing America could do about it. All those Exabytes of useless data, makes my cry with laughter that is. So whilst AWS is giving us “The cloud will be “physically and logically separate” from other AWS regions, the company said.” It wouldn’t mater because AWS/Amazon is still an American company and this white house doesn’t care what you think. It is all America first, as such my option might make a little more sense. And there is still those dedicated Swedish (optionally Danish) cloud providers too who rely on Linux or at least non-American software solutions. And we all need to consider what is at stake, because this White House is a lot more desperate that we think they are. I am still sifting though data (and I have too little validation) but it seems that Goldman Sachs just offloaded $847 Billion in US Bonds (a part I cannot validate yet, but the papers are allegedly with the SEC) and if that is the case, the final pushes are now in play in America, as such they need all our data as they are getting desperate, which might take a while because the SEC has over 4400 documents involving Goldman Sachs.

But the premise of this situation is a little too dire for me to blatantly copy what other media is stating, and the media is not the trustworthy in my book. So have a great day this Sunday and as It is 14 degrees cooler than yesterday, I should be good, but with this heat I would rather be in Canada (and I reckon they prefer to be here).

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Call it like it is

That is how I usually flow, it doesn’t make me loved or at times even appreciated, but that is me, oversimplifying problems on the handle, or is that off the handle? So whilst I was watching the BS wannabe influencers going all out on Elon Musk and Grok. There are two settings. The first is some have a case, but others do not, they are all out to get the maximum out of Grok (and its owner). I tend to take a less obvious course of action. You see, what everyone is ‘ignoring’ (intentional or not) is that AI doesn’t yet exist. So this is all DML and with an optional setting of LLM. And they are powerful tools, but they are programmed and that is what some want to avoid looking at. The programmer has no or little wealth and in law Torts tells us to go after the money and that was a fact long before Donoghue v Stevenson 1932 AC 562. And that setting is still used today, where these plaintiffs go after the money. Yet I am of a different stroke. I want the issue stopped. One thing to do this is to use the risen of nonrepudiation. You and only you could have done this. So we address that in the software, there are legitimate reasons and non-legitimate reasons and ALL have to submit there data and whilst that is done, (not unlike Meta) we capture all the data we can as such we have a batter of data and it is connected to (or imbedded) into the picture, but that is not enough. The provider keeps a copy of the image with a hidden watermark (an encryption technique I designed for other reasons) and that goes with every picture. It is there hidden and that is how nonrepudiation works. We might not prevent a lot, but now we can do something about it, not tomorrow, not next week or next year. But now. And the people who don’t want to do that, they can find another solution. But this fleecing Elon Musk and whatever company he has now needs to stop because those who want to go the ‘Torts’ way are part of the problem and not part of the solution. This is how I see it.

And lets be clear, some actions like ‘nudifying’ a famous person is wrong, even if you are the husband. And lets be clear, that act is also set to a 90% likely that you are not capturing the whole and correct image, so there is that too. And weirdly enough there are plenty of stars showing off their priceless pairs in fashion shows (example: Olivia Wilde) and they are ‘willing’ to do that, so save that picture for all its worth, but leave the others alone. Now, I get it, there is always a horny teenager that wants to show off that ‘he’ and ‘he’ alone was ‘given’ an image from his star and showing this off to his friends (who are likely using the same solution) and they have their own starlet, its like the Generation Alpha version on who has the biggest dick. 

And when they realise what they have done, that usually comes when their wives are giving birth to a daughter, reality hits. That is in 15 years and something needs to be done now, as such add nonrepudiation to this equation makes people wonder what to do. Some will wipe the image, but if the provider have the copy and connected data that will not be enough. When the hidden data is added to whatever that person gives is verified, we see the first red flags erupt and that is how the game is changed and those ‘privacy’ geeks out there, there is no privacy on nudifying images and as such the woman in question gets to have the right to prosecute and the maker of the image is to be prosecuted, not Elon Musk, Not Grok because there is a whole range of reasons why a filter was created, some are funny (like the Shrek faces on everyone in a video) and a few others, some filters are there to correct like remove dopey dodger photobombing away from a photo, but to remove clothing from a person is not. 

There is a likelihood of me missing out on a few items and that is fine but the setting I needed to give is here, we need to prosecute and shame the ones doing the deed, that is overlooked by pretty much all the writers of the anti-Grok brigade. None of them is holding these people to account and adding nonrepudiation is doing just that, taking care of the culprits and those mommies and daddies saying that they were merely kids having fun need to realise that there is no innocence in that setting, they failed as educators. 

So have a great day and consider what can happen when we go after the transgressors. 

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The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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