Tag Archives: Oracle

July 21, 2025 · 21:37

Wondering about it

There is a stage that I (personally) applaud. I love sarcasm, because when it boomerangs (bites back) it becomes irony and the world at times needs a little sarcasm with loads of irony. And the world helped my out yesterday in the for of an article (at https://www.cnbc.com/2025/07/18/microsoft-china-digital-escorts-pentagon.html). I had heard some of this before, but I didn’t know the source. As such I kept it at an arms length, because I don’t want my disdain for Microsoft colours my blogs into something else, something optionally ‘mismatching colored as hatred’ blogs. The world has enough of those. The news given here is ‘Microsoft stops relying on Chinese engineers for Pentagon cloud support’, so this is how I like my irony, a government with heavy anti-China tainting, sets its cloud support to the people of that very nation. And as I see it, this must have been happening for close to a year, if not longer. So when we think about it, the people who enacted the federal Chinese Exclusion Act of 1882 are the ones requiring the Chinese to do the cloud support of their pentagon (that 5 sided building in Washington DC, erected 1941). A setting where we see the irony dripping of the icing. So what was that anti Huawei feeling that has been going on since 2018?

Oh, the delicious taste of sarcasm in that is almost better than a delicious Tiramisu. Ask such the two key points that are given to us are “Microsoft has changed its practices to keep engineers in China from getting involved in support for U.S. defense clients using the company’s Azure cloud services” and “The announcement came days after ProPublica published an extensive report describing the Defense Department’s dependence on Microsoft software engineers in China” the one settings I find hilarious are ‘Microsoft has changed its practices to keep engineers’ and ‘after ProPublica published an extensive report’. As I see it, if ProPublica had not informed the people, this might still be going on. I wonder if Microsoft informed the Pentagon and the fact that China was actively involved with the cloud support of the Pentagon. And as I see it, buckets of sarcasm and irony are available right here. 

So when we get to “The company implemented the changes in an effort to reduce national security and cybersecurity risks stemming from its cloud work with a major customer. The announcement came days after ProPublica published an extensive report describing the Defense Department’s dependence on Microsoft software engineers in China” where we need to recognise the setting that someone wanted to set ‘The company’ instead of ‘Microsoft’, I reckon just in case that quotes were being used. The setting of ‘a major customer’ against ‘Pentagon’ or ‘Department of Defence’ I reckon a setting none of the players are happy about. So whilst the Pentagon was please to get a cheaper deal, I reckon that handing their settings to China was not in the books. I find this hilarious as Oracle was always going to be the better choice (best choice as I personally see it). 

So we are also given “In 2019, Microsoft won a $10 billion cloud-related defense contract, but the Pentagon wound up canceling it in 2021 after a legal battle. In 2022, the department gave cloud contracts worth up to $9 billion in total to Amazon, Google, Oracle and Microsoft.” So we are given this, but as I see it, the ‘better’ phrase would be “In 2022, the department gave cloud contracts worth up to $9 billion in total to Amazon, Google, Oracle, Chinese Ministry of State Security and Microsoft” (Is that a little over the top?) 

I was never in favor of the entire hatred of Huawei setting, especially as correct evidence was never supplied. So when we see this, I just have to wonder about the entire ‘shortage of resources in. Case setting’ for the corporations Micro and Soft. So is one going soft or is the other becoming tiny? In case you were wondering yes, I am writing this with a bucket of sarcasm on the right and a bucket of irony on the left. 

And how did I get there? Well the next quote gives me that handle “ProPublica reported that the work of Microsoft’s Chinese Azure engineers is overseen by “digital escorts” in the U.S., who typically have less technical prowess than the employees they manage overseas. The report detailed how the “digital escort” arrangement might leave the U.S. vulnerable to a cyberattack from China.” This reminded me of an old joke (80’s) where the long serving man was promoted as head of IT because his son had a Commodore 64. I never get tired of reading that joke.

It is the last quote that gave me the giggle. It was ““We remain committed to providing the most secure services possible to the US government, including working with our national security partners to evaluate and adjust our security protocols as needed,” Shaw wrote.” It is worth giggling to as we might accept the quote by Frank Shaw, the Microsoft’s chief communications officer. Yet the Chinese Exclusion Act of 1882, was before 1900. Cloud computing as we know it now came into ‘fashion’ in the early 2000s. As stated “The concept of the Pentagon’s major cloud computing initiatives began with the Joint Enterprise Defense Infrastructure (JEDI) cloud contract, with the final request for proposals issued in July 2018 and a subsequent award to Microsoft in October 2019. However, the Pentagon later scrapped the JEDI contract in July 2021 and initiated a new multi-vendor approach, the Joint Warfighter Cloud Capability (JWCC), in December 2022, dividing cloud work among Amazon, Google, Microsoft, and Oracle.” As I see it, Microsoft has been supplying information to China as early as 2018. So why is Shaw throwing around terms like ‘Remain Committed’ are thrown around, all whilst this might be seen as a clear case for the Pentagon (and the White House) to throw Microsoft out of both buildings. Unless the anti-China sentiment of the United States is just a farce.

Have a great day and try to see the fun in matters.

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July 13, 2025 · 11:25

Speculating on language

That was the setting I found myself in. There is the specific on an actual AI language, not the ones we have, but the one we need to create. You see, we might be getting close to trinary chips. You see, as I personally see it, there is no AI as the settings aren’t ready for it (I’ve told that before), but we might be getting close to it as the Dutch physicist has had a decade to set the premise of the proven Epsilon particle to a more robust setting and it has been a decade (or close to it) and that sets the larger premise that an actual AI might become a reality (were still at least a decade away), but in that setting we need to reconsider the programming language. 

BinaryTrinary
NULLNULL
TRUETRUE
FALSEFALSE

BOTH

We are in a binary digital world at present and it has served our purpose, but for an actual AI it does not suffice. You can believe the wannabe’s going on about we can do this, we can do that and it will come up short. Wannabe’s who will hide behind data tables in data tables solutions and for the most (as far as I saw it) only Oracle ever got that setting to work correctly. The rest merely grazes on that premise. You see, to explain this in the simplest of ways. Any intelligence doesn’t hide behind black or white. It is a malleable setting of grey, as such both colors are required and that is where Trinary systems with both true and false activated will create the setting an AI needs. When you realise this, you see the bungles the business world needs to hide behind. They will sell these programmers (or engineers) down the drain at a moments notice (they will refer to it as corporate restructuring) and that will put thousands out of a job and the largest data providers in class action suits from start to up the wazoo. 

When you see what I figured out a decade ago, the entire “AI” field is driven to nothing short of collapse. 

My mind kept it in the back of my mind and it worked on the solutions it had figured out. So as I see it something like C#+ is required. An extended version of C# with LISP libraries (the IBM version) as the only one I also had was a Borland program and I don’t think it will make the grade. As I personally see it (with my lack of knowledge) is that LISP might be a better fit to connect to C#. You see, this is the next step. As I see it ‘upgrading’ C# is one setting, but LISP has the connectors required to make it work and why reinvent the wheel? And when the greedy salespeople figure out what they missed over the last decade (the larger part of it) they will come with statements that it was a work in progress and that they are still addressing certain items. Weird, I got there a decade ago and they didn’t think I was the right material. As such you can file their versions in a folder called ‘What makes the grass grow in Texas?’ (Me having a silly grin now). I still haven’t figured it all out, but with the trinary chip we will be on the verge of getting an actual AI working. Alas, the chip comes long after we bid farewell to Alan Turing as he would have been delighted to see that moment happen. The setting of gradual verification, a setting of data getting verified on the fly will be the next best thing and when the processor gives us grey scales that matter, we will see that contemplated ideas that will drive any actual AI system forward. It will not be pretty at the start. I reckon that IBM, Google and Amazon will drive this And there is a chance that they all will unite with Adobe to make new strides. You think I am kidding, but I am not. You see, I refer to greyscales on purpose. The setting of true and false is only partially true. The combination of the approach of BOTH will drive solutions and the idea of both bing replaced through channels of grey (both true and false) will be in first a hindrance and when you translate this to greyscales, the Adobe approach will start making sense. Adobe excels in this field and when we set the ‘colorful’ approach of both True and False, we get a new dimension and Adobe has worked in that setting for decades, long before the Trinary idea became a reality. 

So is this a figment of my imagination?
It is a fair question. As I said there is a lot of speculation through the date here and as I see it, there is a decent reason to doubt me. I will not deny this, but those deep into DML and LLM’s will see that I am speaking true, not false and that is the start of the next cycle. A setting where LISP is adjusted for trinary chips will be the larger concern. And I got to that point at least half a decade ago. So when Google and Amazon figure out what to do we get a new dance floor, a boxing square where the lights influences the shadows and that will lead to the next iteration of this solution. Consider one of two flawed visions. One is that a fourth dimension cases a 3D shadow, by illuminating the concept of these multiple 3D shadows the computer can work out 4D data constraints. The image of a dot was the shade of a line, the image of a 2D shape was the shadow of a 3D image and so on. When the AI gets that consideration (this is a flaky example, but it is the one that is in my mind) and it can see the multitude of 3D images, it can figure out the truth of the 4D datasets and it can actually fill in the blanks. Not the setting that NIP gives us now, like a chess computer that has all the games of history in its mind, so it can figure out with some precision what comes next. That concept can be defeated by making what some chess players call ‘A silly move’, now we are in the setting of more as BOTH allows for more and the stage can be illustrated by an actual AI to figure out what should be really likely to be there. Not guess work, but the different images make a setting of nonrepudiation to a larger degree, the image could only have been gotten by what should have been there in the first place. And that is a massive calculation, don’t think it won’t be deniable, the data that Nth 3D images gives us set the larger solution to a given fact. It is the result of 3 seconds of calculations, the result to a setting the brain could not work out in months. 

It is the next step. At that point the computer will not take an educated guess, it will figure out what the singular solution would be. The setting that the added BOTH allows for. 

A proud setting as I might actually still be alive to see this reality come to pass. I doubt I will be alive to see the actual emergence of an Artificial Intelligence, but the start on that track was made in my lifetime. And with the other (unmentioned) fact, I am feeling pretty proud today. And it isn’t even lunchtime yet. Go figure.

Have a great day today.

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June 17, 2025 · 22:10

SYSMIS(plenty)

Yes, this is sort of a hidden setting, but if you know the program you will be ahead of the rest (for now). Less then an hour ago I saw a picture with Larry Ellison (must be an intelligent person as we have the same first two letters in our first name). But the story is not really that, perhaps it is, but i’ll get to that later.

I will agree with the generic setting that most of the most valuable data will be seen in Oracle. It is the second part I have an issue with (even though it sounds correct), yes AI demands is skyrocketing. But as I personally see it AI does not exist. There is Generic AI, there are AI agents and there are a dozen settings under the sun advocating a non existing realm of existence. I am not going into this, as I have done that several times before. You see, what is called AI is as I see it mere NIP (Near Intelligent Parsing) and that does need a little explaining. 

You see, like the old chess computers (90’s) they weren’t intelligent, they merely had in memory every chess game ever played above a certain level. And all these moves were in these computers. As such there was every chance that the chess computer came into a setting where that board was encountered before and as such it tried to play from that point onwards. It is a little more advanced than that, but that was the setting we faced. And would you have it, some greed driven salesperson will push the boundary towards that setting where he (or she) will claim that the data you have will result in better sales. But (a massive ‘but’ comes along) that is assuming all data is there and mostly that is never the case. So if we see the next image

You see that some cells are red, there we have no data and data that isn’t there cannot be created (sort of). In Market Research it is called System Missing data. They know what to do in those case, but the bulk of all the people trying to run and hide behind there data will be in the knowing nothing pool of people. And this data set has a few hidden issues. Response 6 and 7 are missing. So were they never there? Is there another reason? All things that these AI systems are unaware of and until they are taught what to do your data will create a mess you never saw before. Sales people (for the most) do not see it that way, because they were sold an AI system. Yet until someone teaches them what to do they aren’t anything of the sort and even after they are taught there are still gaps in their knowledge because these systems will not assume until told so. They will not even know what to do when it goes wring until someone tells them that and the salespeople using these systems will revert to ‘easy’ fixes, which are not fixes at all, they merely see the larger setting that becomes less and less accurate in record time. They will rely on predictive analytics, but that solution can only work with data that is there and when there is no data, there is merely no data to rely on. And that is the trap I foresaw in the case of [a censored software company] and the UAE and oil. There is too much unknowns and I reckon that the oil industry will have a lot more data and bigger data, but with human elements in play, we will see missing data. And the better the data is, the more accurate the results. But as I saw it, errors start creeping in and more and more inaccuracies are set to the predictive data set and that is where the problems start. It is not speculative, it is a dead certainty. This will happen. No matter how good you are, these systems are build too fast with too little training and too little error seeking. This will go wrong. Still Larry is right “Most Of The World’s Valuable Data Is in some system”

The problem is that no dataset is 100% complete, it never was and that is the miscalculations to CEO’s of tomorrow are making. And the assumption mode of the sales person selling and the sales person buying are in a dwindling setting as they are all on the AI mountain whilst there is every chance that several people will use AI as a gimmick sale and they don’t have a clue what they are buying, all whilst these people sign a ‘as is’ software solution. So when this comes to blows, the impact will be massive. We recently saw Microsoft standing behind builder.ai and it went broke. It seems that no one saw the 700 engineers programming it all (in this case I am not blaming Microsoft) but it leaves me with questions. And the setting of “Stargate is a $500 billion joint venture between OpenAI, SoftBank, Oracle, and investment firm MGX to build a massive AI infrastructure in the United States. The project, announced by Donald Trump, aims to establish the US as a leader in AI by constructing large-scale data centers and advancing AI research. Initial construction is underway in Texas, with plans for 20 data centers, each 500,000 square feet, within the next five years” leaves me with more questions. I do not doubt that OpenAI, SoftBank and Oracle all have the best intentions. But I have two questions on this. The first is how to align and verify the data, because that will be an adamant and also a essential step in this. Then we get to the larger setting that the dat needs to align within itself. Are all the phrases exact? I don’t know this is why I ask and before you say that it makes sense that they do but reality gives us ‘SQUARE-WINDOWED AIRPLANES’ 1954 when two planes broke apart in mid-flight because metal fatigue was causing small cracks to form at the edges of the windows, and the pressurized cabins exploded. Then we have the ‘MARS ORBITER’ where two sets of engineers, one working in metric and the other working in the U.S. imperial system, failed to communicate at crucial moments in constructing the $125 million spacecraft. We tend to learn when we stumble that is a given, so what happens when issues are found in the 11th hour in a 500 billion dollar setting? It is not unheard of and as I saw one particular speculative setting. How is this powered? A system on 500,000 square feet needs power and 20 of them a hell of a lot more. So how many nuclear reactors are planned? I actually have an interesting idea (keeping this to me for now). But any computer that leaks power will go down immediately and all those training time is lost. How often does that need to happen for it to go wrong? You can train and test systems individually but 20 data centers need power, even one needs power and how certain is that power grid? I actually saw nothing of that in any literature (might be that only a few have seen that), but the drastic setting from sales people tends to be, lets put in more power. But where from? Power is finite until created in advance and that is something I haven’t seen. And then the time setting ‘within the next 5 years’ As I see it, this is a disaster waiting to happen. And as this starts in Texas, we have the quote “According to Texas native, Co-Founder and CFO of Atma Energy, Jaro Nummikoski, one of the main reasons Texas struggles with chronic power outages is the way our grid was originally designed—centralized power plants feeding energy over long distances through aging infrastructure.” Now I am certain that the power-grid of a data centre will be top notch, but where does that power come from? And 500,000 sqft needs a lot of power, I honestly do not know how much One source gave me “The facilities need at least 50 Megawatts (MW) of power supply, but some installations surpass this capacity. The energy requirements of the project will increase to 15 Gigawatts (GW) because of the ten data centers currently under construction, which equals the electricity usage of a small nation.” As such the call for a nuclear reactor comes to mind, yet the call for 15 GW is insane, and no reactor at present exists to handle that. 50MW per data center implies that where there is a data centre a reactor will be needed (OK, this is an exaggeration) but where there are more than one (up to 4) a reactor will be needed. So who was aware of this? I reckon that the first centre in Texas will get a reactor as Texas has plenty of power shortages and the increase in people and systems warrant such a move. But as far as I know those things will require a little more than 5 years and depending on the provider there are different timelines. As such I have reasons to doubt the 5 year setting (even more when we consider data). 

As such I wonder when the media will actually look at the settings and what will be achievable as well as being implemented and that is before we get to the training of data of these capers. As I personally (and speculatively) see it, will these data centers come with a warning light telling us SYSMIS(plenty), or a ‘too many holes in data error’ just a thought to have this Tuesday. 

Have a great day and when your chest glows in the dark you might be close to one of those nuclear reactors. 

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June 16, 2025 · 17:52

A Shakespeare saying

That is on the table and it started 3 days when I wrote ‘The changing of games’ (at https://lawlordtobe.com/2025/06/13/the-changing-of-games/) Here I showed the setting that Microsoft opened itself to and Denmark is not the only one. There is a larger setting that America is no longer the go-to guy for European business. It is not a setting President Trump was looking for, but then he never anticipated that Microsoft would back a solution (builder.ai) with at the core a stated 700 engineers. Trust me, it matters (trusting me is always up in the air). You see, Europe and other places are now suddenly reminded how Microsoft got to the top and innovation is not the first ‘setting’ that comes to mind. Netscape and the Wordperfect corporation comes to mind in the first instance. You see, I never got to the top of anything. In part because I never heralded the limelight, in part because the people who got there feared me. I don’t back down (ever) from the setting of supporting solutions for good instead of what was politically convenient. And I am not alone., thousands of tech support and customer care people are n my side and they can now dish up the past and hit certain players where it hurts. 

So now we get to TechRadar and its slightly taste adjusted setting. The story (at https://www.techradar.com/pro/denmark-wants-to-replace-windows-and-office-with-linux-and-libreoffice-as-it-seeks-to-embrace-digital-sovereignty) gives us ‘Denmark wants to replace Windows and Office with Linux and LibreOffice as it seeks to embrace digital sovereignty’ a mere 18 hours ago. It has the byline “Denmark bets big on open source revolution and control”. You see, I don’t think it is a big bet. Since the end of the 90’s when times and budgets were good, the IT setting (not merely Microsoft) was to instigate an IT armistice race and those times are gone. So whist certain players went to the ‘safety’ on IT armistice, the governments merely accepted the setting that this is how it was supposed to be, never realising they had other chances. And as I personally see it Microsoft turned that tap off towards others and redirected it to themselves. This is basically how multi-trillion companies are made. Yet the underlying setting is that there was always a larger field and Microsoft was not it. Or better stated Microsoft was not alone here, they merely tempered the setting for themselves, as this setting was never anticipated. A President that shallowed expenses and a larger premise to self. So whilst Denmark was being treated that America wants Greenland as allegedly houses a wealth of minerals, Denmark decided to look what could be done and so they did and in the process woke up Dutch politicians as well. So here we are seeing “Denmark is embarking on an ambitious effort to reduce its reliance on proprietary software from foreign tech giants by transitioning its government systems away from Microsoft offerings Windows and Office 365. The Danish Ministry of Digitalization reportedly plans a phased migration to Linux operating systems and LibreOffice for office productivity.” And as I personally see it, TechRadar is adding the ‘ambitious part’ for non-sentimental reasons. This setting was thwarted by Microsoft in the late 90’s and now they are less likely to succeed as the political field has changed. As I remember open Office is still a direction that is open. As Microsoft closes sluices they couldn’t close them all and now these sluices are the key to lose dependency to Microsoft. And here we see “The core objective, according to Minister Caroline Stage, is strategic: to safeguard Denmark’s digital infrastructure from the uncertainties of geopolitical tensions and the risk of disrupted access to US-based services.” Which is massively bad news for Microsoft because this is the one instance where they never had to protect their home guard before and here those tech support and customer care people will side with Denmark. The people Microsoft cut loose and away as it they didn’t see eye to eye to the larger need of Microsoft, those people will laugh out loud to the lacking needs of Microsoft minded people. In retrospect I saw this coming, but not in this form and not to the degree it will be hitting US-shored businesses. As such we get a few more settings, they all sound bad for Microsoft and it will enhance the needs of IBM and Oracle as they seek European sides to their business. And as we read in, we see the third player to this event. It is shown with “Denmark’s initiative is not without precedent. More than a decade ago, Germany, most notably the city of Munich, attempted to replace Microsoft products with Linux and LibreOffice.” And in that same setting, I remember that a France location had a similar idea, which is likely to have connections to Monaco and Luxembourg. As such Europe goes from 1 to 5 players and the impact on America will not be without consequences. And where TechRadar gives us, without sources “The Danish government, however, appears to be proceeding with greater caution. The rollout will be gradual, and the ministry has stated that it will temporarily revert to Microsoft tools if serious disruptions arise.” This part actually reads like a ‘divert or lose’ situation and Microsoft needs to take heed as this comes with a larger setting. You see, there is an upside for the Netherlands and out reflects back to the Wordperfect Corporation. America made Wordperfect a solution from Utah and it reflected that it was to be put down, but the Dutch had reasons for this solution. It was the first serious solution that perfectly converted syntax’s into Dutch and they had reasons to be proud as the ‘older’ reason is set to the proverbial English setting of 40,000 words and 800 exceptions to the Dutch setting of 800 words and 40,000 exceptions. You see, that was the larger conundrum and that small company in Utah figured the solutions out and that is the larger setting. Getting from Dutch to German, French and English is a breeze (as the depression goes) and after all these years. Did Microsoft protect that IP by paying for these fees year after year? I doubt it, Microsoft is at best a greedy user and it had cut off these fees after at least a decade setting them short by a decade at the very least and that is where these techies come in. They still have the bad feelings of getting cut short with the little retirement fees they were handed and they will massively support any anti-Microsoft feelings they see. So, when your birds come home to roost, they really will have a party.

I feel that TechRadar was ‘spicing’ it up with “Compatibility with Microsoft Office documents and user adaptation to a new interface may pose significant challenges.” I doubt it will be very hard. Open Office had things brewing in 2012 when they were the number one challenge and these files have not been upgraded much. The larger setting is in newer files that has solutions in place that old ones didn’t, but as far as I can tell aside from Excel files, most files can be ‘altered’ to another solution. Consider that Google Docs, Apple Pages and a few others have little to no problems to read word files. Google Sheets and Apple Numbers can for the most read Excel files and I will give Microsoft the benefit of the doubt that Excel is way advanced to those two solutions, but with the gathered intel from them and OpenOffice there are little snags to be expected. When you see that and the joke that PowerPoint has basically become that most of this setting is close to academic. There is a chance that SAP will have to ‘shed’ its neutrality by claiming it is important for its SAP Dashboard to stay with Excel as it is ‘important’ (I merely think that XCelcius was the go to solution with Excel ad that is basically what SAP Dashboard is) and they will shed that when they see the damage they will do to themselves. As I personally see it Google Sheets could step in there. So as Microsoft will be losing 50% of their solutions, the larger demise will start. 

Whilst Wiki is not really a dependable source as it has no real academic value, it does serve its purpose and (at https://en.wikipedia.org/wiki/WordPerfect) we get to see “In November 2004, Novell filed an antitrust lawsuit against Microsoft for alleged anti-competitive behavior (such as tying Word to sales of Windows and withdrawal of support for APIs) that Novell claims led to loss of WordPerfect market share.That lawsuit, after several delays, was dismissed in July 2012. Novell filed an appeal from the judgment in November 2012, but the Court of Appeals for the Tenth Circuit affirmed. Novell sought review in the US Supreme Court, but in 2014 that court declined to hear the case, ending the legal action almost a decade after it had begun.” It isn’t what it states, it shows that the Novell vs Microsoft antitrust lawsuit gives Denmark the blanket it needs. I remember the massive setting the WP6 for Windows had and Microsoft used that to push its own solution (Word) and when we see this, we see that Microsoft has a government wheelbarrow (if that expression is still used) and as such Denmark has another handle to shed Microsoft (as have the other four). As I see it, in a decade the laws were meant to protect America solutions, and now we get the Canadian setting of Alludo. A Canadian firm no less and as Wordperfect is still under in France, another side opens up. And it doesn’t look good for Microsoft as the niches they created unite as one bubble against Microsoft and America. There is every chance that we will get to see new innovation but no longer in the hands of Microsoft and whilst this happens Microsoft loses market share after market share.

And as Windows support ends, the people considering shift will merely increase. As such after this I wonder if there is any case left for Azure. It makes you feel blue (and not in a good way) leaving larger gaps for players like Oracle and AWS to step in. Yes they are American, but they at least have had the good of any corporation in view of the needs of their solutions and that is where Denmark might make choices as long as these two have European clouds in mind. As fast as as I see it, they do and as Europe shift, the Arabian peninsula does to.

As this happens in my lifetime gives me a tear of joy. They say pride cometh before the fall and as I see it Microsoft will have a long way to fall down (the boom of impact might be the first boom that is globally felt and heard) as such there is a lot to be seen and soon as Satya Nadella gives ‘us’ the need for ‘friendly cooperation’ will be the first setting that is laughed away by some, but when the company is seen as ‘in danger’ it will be the first massive hit to any American operation and that will set a larger scene (what that scene is, I have no idea. As I see it, this has never happened before) and as Microsoft goes, Apple will shortly follow. It quite literally will be left without option.

So have a great day and if you are in Abu Dhabi, enjoy the Chicken Shawarma as it is lunch time there now. Have a fun day

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May 18, 2025 · 09:51

Delphi in a name

Yup, we are talking about Oracle, not Borland. And whenever I hear Oracle I tend to add the ‘of Delphi’ automatically. It is a Pavlovian thing. This is nothing negative about Oracle, I wanted to join their ranks in the 90’s, and beyond the millennium a few times too. My origin settings was a database programmer (I earned my stripes with Clipper, the Nantucket version). I think it is the very first program where I shelled out $650 (Dfl. 1,200) for a program and I learned a lot through Clipper. I also got the Clipper notes (Norton Notes) and these two kept my in my apartment (on a desk chair) for weeks and weeks at a time. I relish these happy days. Then of course I got into technical support and customer care through a precursor of IBM and my life at that point was pretty complete. I miss those days and I still think fondly of them. Not so much the upper ranks of that company with their political games, but them I was never a political player. 

So when I saw ‘Oracle commits to invest $14bn in Saudi Arabia over next 10 years’ (at https://www.datacenterdynamics.com/en/news/oracle-commits-to-invest-14bn-in-saudi-arabia-over-next-10-years/) my mind starting swirling and twirling (sorry JK Rowling) and my creative logging started to set new parameters. 

You see, we are given “Oracle has committed to investing $14 billion in Saudi Arabia over the next 10 years to expand its cloud and AI offerings in the region. The plans were announced by the company on May 13, and in the wake of President Donald Trump’s visit to the Kingdom” this implies Technical Support, Customer Care and Trainings. Things I can do (all three) and I have had well over a decade of experience in these sections. As such I keep my eyes open for positions needed in either Riyadh, Mississauga or Abu Dhabi. I reckon that the investments are not just for Saudi Arabia, they are all spend in Saudi Arabia, but there will be essentially needed persons in Abu Dhabi because no one walks away from ADNOC and with ARAMCO in Saudi Arabia, a secondary call center would be needed in Abu Dhabi. And they too will have all three settings in that centre, beyond that I reckon that it will a location will be cheaper in the heart of ADNOC than in Dubai, so there.

When we see “Our expanded partnership with the Kingdom will create new opportunities for its economy, deliver better health outcomes for its people, and fortify its alliance with the United States, which will create a ripple effect of peace and prosperity across the Middle East and around the world.” The words “a ripple effect of peace and prosperity across the Middle East” merely implies (not confirms) the setting I see. You see, it makes sense to do this, but it requires knowledge of Oracle policies (and I don’t know those).

So when we see “Oracle has two existing cloud regions in Saudi Arabia – Saudi Arabia West, located in Jeddah, and Saudi Arabia Central in Riyadh. The former was launched in 2020, the latter launched in 2024, and is hosted in a Center3 data center. The company has been planning a third in the upcoming Neom City since October 2021, which remains listed on Oracle’s website as “coming soon.”” Someone would think that another cloud the UAE cloud should be there as well. Merely not mentioned in this stage, but ADNOC is too big to walk away from and Microsoft has dropped the ball too many times. There is a setting that implies that IBM and or AWS are already there, but that gives the larger setting that ADNOC becomes dependent on one supplier and they are as smart as they come. So I am betting that Oracle has that region (as well as Dubai) in mind when we consider DAMAC (valued at US$ 595 million) with the total revenue recorded by DAMAC Properties was AED 7.5 billion (2017), and they are not all. There is also Emaar Properties, which is said to be the biggest of them all and that are the kind of clients Oracle really likes to keep happy, as such I saw the stage evolve, even though they are already there and in January 2025 we were given ‘Oracle to increase Abu Dhabi investment five-fold’, as such I think that there might be a new need to seek employment with Oracle. Now add to that the quote “Earlier this month, the Abu Dhabi government put out a call for the development of a single multi-cloud system that will serve more than 40 government entities” and you’ll see that there might be space for me too, either in Abu Dhabi or in Mississauga and the two cover a little over 20 hours a day coverage in a 24:7 setting. The nice part is that it takes time to get people up to speed, so I might have an advantage (merely a slight one). 

So as I am about to dream the day away on this rainy Sunday. I see the cogs of industry revolve around the settings of the world and I keep having happy thoughts.

So have a great day everyone, preferably less rainy than it is here.

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May 17, 2025 · 10:09

Death is nigh

Yup, a bit gloomy and perhaps a little too doom speaking, but the news is there and I for one saw this coming a mile away. I mentioned this in the article ‘Utter insanity’ on October 4th 2020 (https://lawlordtobe.com/2021/10/04/utter-insanity/, aka World Animal Day), I mentioned in there the few articles where I also made mention of the US debt, one as early as 2020. So why now?

Well, Reuters (at https://www.reuters.com/markets/us/moodys-downgrades-us-aa1-rating-2025-05-16/) gives us that the credit rating of America has been downgraded. It went from AAA to AA1, this might not be a big thing, but it is, especially in current conditions. You see, Moody also gives us “Moody’s cites rising debt and interest costs” and with that one line the die is cast. Even if it is merely a rise of 0.1%, the implied setting of $36 trillion ($36,000,000,000,000) gives us an additional interest of $36,000,000,000 or $36 billion and the Americans cannot keep their budget as is. So how much larger will this debt become? You can all say that Saudi Arabia is now investing, the AI is coming. But the investment over years will not even pay for the interest increase and at present the top 10 least risky investments hold 10 countries and none of them is America. Makes you think doesn’t it? Then there is the second stage, the stage where some players might think that holding US Bonds might be a tat too risky for them and banker being the cowards that they are learned from the 2008 credit crises and they will be bailing at the first opportunity, especially as the UAE is a much safer and seemingly more rewarding venture at present. 

So is death really nigh?
That is a fair question and I am hesitant to answer either way because the reliability of the press is nowhere to be found (perhaps in a dozen places). So they cannot give us the goods and I saw this going as far back as 2011, as such we cannot see any press reasonably credible, especially when they quote market wannabe’s. And this is not on President Trump, although his actions did speed up the process. The World Travel & Tourism Council gave us “THE U.S. IS projected to lose $12.5 billion in international travel spending this year, falling to under $169 billion from $181 billion in 2024”then there are the losses in defense projects, the losses from allies regarding Canada and Greenland and that showed me that America is desperate, and it seems now that the hammer falls down on people realising that I have been right for over a decade, but bury your heads in the sand. All these presented ‘wins’ are a cloth covering the larger losses. The AFR gave us yesterday ‘China slams Trump’s new chip ban, reigniting trade tensions’ with “The US Commerce Department issued guidance this week that Huawei’s Ascend AI semiconductors are subject to export controls anywhere in the world on the basis that they were developed using American technology.” What a way to piss off your allies. We see this when we critically look at the statement “For Washington, restricting Beijing’s access to cutting-edge processors is a way to blunt China’s rise in artificial intelligence and military applications.” In the first, Huawei is using its own chips, making it doubtful that it is ‘cutting edge’ and in the second, you just tried to ‘beg’ Saudi Arabia for more money, do you think that they as well as the UAE will take that warning? Huawei already has a decent grip on that region with cutting edge development and Oracle is about to go there too. So is this the best way for the American administration to hedge their bets? Now that their credit rating dropped, I reckon the floodgates are no longer sealed, whatever they let through will cost America close to billions and there are people holding trillions in American debt, as such they are likely to get out while the going is good.

So what if I am wrong?
It is doubtful, but it is a fair question. Look at all the economy that America lost in this year and add the losses of next year too, because as I see it, tourism and all the connected spendings are close to gone until at least 2027. Then in 2029-2031 Saudi Arabia has its 2030 setting with all the new resorts (which was always going to happen) and as such you see, the strangling interest of 36 trillion on American and their dream settings. The fact that Tourism at present is “This significant shortfall represents a 22.5% decline compared to the previous peak” as such their current setting is a lot less than 2019 before COVID, it is that bad and we might not care for the income of Disney, or Warner Brothers but this also impacts all the places around them as people cannot afford it all in these places. These places will share in those losses, as such I reckon that Florida will have a few massively bad years (compared to the present). Do your own researching and never accept anyones word as gospel (not even from me), know that data, know your area and see where the losses can be seen. 

I reckon that Oracle is doing fine and will be doing fine for some time to come, but they too have shed employees in 2024 and 2025. 

As I see it, when the masses get the insight of how bad America is doing, that coffin will basically bury itself. So have a great day and don’t let the recession hit you in the head, it is an expected two weeks away at present and there is the setting we all received there hours ago ‘Why France, Canada, Denmark, Germany, Finland, UK, Netherland, Belgium Issuing Travel Advisories to US, Making a Big Dent in American Tourism Revenue, The One Detail That Changes Everything’ as such the bulk of the EU is turning away from America on tourism, as you can see, I remained optimistic, it seems the news is pushing ahead of the settings we now see and when they catch on regarding bonds and America quality of life going down too, the panic will hit wall street and several other markets

So enjoy this Saturday.

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May 14, 2025 · 13:04

The price of stupidity

That is at the foundation of the severe conditioned setting of what can now laughingly called American stupidity. CBC reported yesterday ‘Conferences relocating to Canada over harsh new U.S. border measures’ (at https://www.cbc.ca/player/play/video/9.6758054) with the underlying text “As Canadian travel to the U.S. continues to drop, CBC News has found several professional conferences relocated to Canada to avoid harsh new U.S. border security measures. One sociologist describes being grilled by U.S. customs officers who searched his phone and wallet.” As such not only is there grilling (and no grilled sandwich), but searching the phone and wallet? I wonder what deeds custom officers have to copy this all to third and fourth party intelligence gathering settings. I get that a passport needs to be checked (read: validated), but a phone? I might agree that a wallet could be seen as reasonable. But consider this. Tourism already is down and now conferences are the new goal? Consider that the CES has over 100,000 attendees and the SEMA show over 150,000 attendees. Then there are the defence shows and IT shows. How many events will it take for these show runners to go to Vancouver, Toronto, or Ottawa? Is this the price of stupidity? How many millions will America lose in 2026? How long until the larger players will offer their shows in Abu Dhabi where the tourism spike is going on. How long until only gamblers will visit Las Vegas? Nevada have poured serious cash into Las Vegas and now that it is regarded as hostile terrain, what will they lose? There is little interest to move to London or Paris (too touristy saturated), but Dubai and Abu Dhabi have options. Soon so will Monte Carlo and now there is already space in Toronto among the 14 locations are Metro Toronto Convention Centre and Sheraton Centre Toronto Hotel. Ottawa has the Ottawa Convention Centre and a few others. Basically should you consider the Mississauga location (Oracle) for a place to show the CES, America will have close to two dozen locations for people no longer interested in America violating their privacy and as the Canadian places (optionally the UAE too) show bang for their bucks. Plenty of organizers will relocate their shows. 

And there is data. CBC reported in late April that ‘Nearly 900,000 fewer people went to the U.S. in March as cross-border travel plummets’ so what damage will Florida with their Universal and Disney parks endure? Especially as their is a great alternative in Abu Dhabi. As such there is a larger case we see when we consider the Oracle CloudWorld. It was in Las Vegas, September 9–12, 2024. As such Oracle now has a larger case to present their 2025 show in Mississauga or even in Dubai (if the clientele is enticing enough). Dubai has a whole highway of entertainment structures. There is the option of renting a boat for their guests and make a presentation on the Alexandra Dhow Cruise in Dubai Marina. A setting that reeks of elegance and fine foods. America is no longer the place to be, their U.S. customs protocols made sure of that. And I only mention two locations. And after the Guardian reported last week that ‘Stockholm rejects ‘bizarre’ US letter urging city to scrap diversity initiatives’, I reckon that Stockholm would be willing to cater to American shows that now seek entertainment elsewhere. Don’t let the location fool you. Stockholm is magical and it has an amazing cuisine all over town. I reckon that soon enough the high chefs in America will seek their fortune elsewhere. So how much longer will America cater to the stupid minded? I reckon this might be the last year and anyone thinking they will be safe is likely to unknowingly handing their IP to U.S. customs (they might be in denial, as these costume officers will claim that it is protocol). So how long until that damage becomes completely non-reversible?

I will let you decide. And as I see it, Iceland, Germany, the Netherlands, Belgium, and France might have similar issues down the line. So how many tourists and conference dwellers will miss America out of from now on until December 2026? Oh and before I forget Saudi Arabia is about to set new settings in at least 3 locations, so there are these locations to consider too. 

So, good luck with the excuse of protocol and watch what the price of stupidity is about to cost America, as one source gives me “The index now sits just above the historical low of 50 in June 2022. Current Economic Conditions registered at 56.5, compared to 63.8 in March. The Index of Consumer Expectations was at 47.2, compared to 52.6 in March.” So economic expectations is at least 5 points down in about 2 months. So what more losses can we see? Canada looks forward to having a great year in catering to conferences and tourists. As is the UAE. But America is doing great (apparently), as Reuters gives us “Approval of Trump’s economic stewardship rose to 39% from 36%. Trump began his term with a 47% approval rating, and saw his popularity tick” as such how many more shocks to the system can America survive? As I personally see it: retail, tourism, and business have been hit and will be hit a few times more this year, so by the time high summer hits places like Venice beach and other tourist location will suffer the lack of tourist. But not to fret, you can find them in Canada and a few other places.

And as the larger places expand Mississauga and add a European location or one in the UAE, we will see a larger exodus to these safer places and that is a trend that is set to continue until deep into 2027, because conference are usually planned up to two years in advance. Oracle might be the most visible one but I reckon they are not alone. All these players (like Snowflake and Palantir) have customers very worried about their IP and they will press for change a lot louder than I am.

So have a great day and if you want to have fun, pass US customs with a box of 5.25” floppies and see the question marks on their eyes as they are uncertain how to proceed. 

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April 10, 2025 · 12:08

New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

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February 1, 2025 · 19:19

War of trades

That is what we are facing now (not to be confused with World of Warcraft). Canada is now under the yoke of President Trump and we (all Commonwealth nations) have to unite. It is nice to call that president loopy or crazy, but the hardship is not like that. As I personally see it, it is the first step of a nations that has no options against calling themself broke and the media is as I see it, too stupid to call it out (too used to be the bitch of America is more like it). So what can we do?

First things first. “In 2022, Australia imported $6.45 billion in crude petroleum” part of that sum came from the United States, I cannot tell what part. As such we stop that and we get it from Canada. That takes away the tariff from Canada on that. We see that America went ‘soft’ on that according to the news. Why? They need to, they need oil. Oil they can sell at additional coins. So that stops. As such “The UK imported around 42 million metric tons of crude oil and natural gas liquids in 2023” this was also in part from the United States, so they get it from Canada as well. That implies that Canada is not suffering tariffs on oil. See, that took little time. We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?

Then we get a lot more. For our local needs Australia could become the location for Rum (Bundaberg) and it could be exported to Canada, there goes the American Rum export to Canada. The fun part is that Canada could get its import from Australia and the United Kingdom as well and soon Budweiser is losing its export locations. In other news, Labatt Brewing Company and Molson Coors Canada Inc. would now be the locations of Australian beets. As that setting changes America now has a problem they themselves created. And with the quality of water in America, these brands end up having an honest problem selling their beer anywhere. 

These are of course the some settings. What happens when they cannot get nursing staff, because Canada sets the horn of plenty towards the Commonwealth countries and we cannot send them to America as the Commonwealth have had our fill with their tariffs? What happens when we merely set out to ourselves? You think nurses are easy to come by? What happens when a chunk of IT staff in Microsoft, Amazon, Oracle and IBM gets called back to Commonwealth nations? How will you solve the knowledge base then? These places also exist in Canada, Australia and New Zealand. As such there will be a redesign of staff pressures. And that will (accidentally) coincide with staff requirements in the Middle East (UAE and Saudi Arabia) two places the US can not deliver to as they then sorely lack the staff on such levels. What a tangled web they weaved.

Meat from US in Canada will be replaced to meat from New Zealand, UK, Australia and Mexico (they got the tariff book as well), that implies more from other nations and none from America. Was that what they had figured on? So as American revenue declines and meat will required a downgrade as they suffer exports. So, USMEF has 19 offices and regional representatives in key markets around the world. And soon that will get a massive drop on revenue. Al because they wanted to test their bankruptcy measures on other fields like tariffs. So how much more needs to happen? Meat, Booze, oil and staffing. All going other ways soon enough. How will that leave the America economy? And I reckon Wood does not need to come from America, it does now, we can import from Canada too, as such Canada will need less tariffs to worry about. So who chained the links together? What started as as separate issues now becomes a formidable chain that whacks America over the head as we solve matters internally and for a few issues we could partner with Mexico. All separate issues that were ignored as they were to some too small to consider, but this chain represents billions in goods and millions if trade shipping now about to leave America hands.

Trade wars have a nasty habit of biting bak when the numbers are not in your favor. Canada does not stand alone, the Commonwealth can support it as it should. I do fear for weak links (like Keir Starmer and Anthony Albanese) as they want to appease America. Those days are over and now America has another issue coming its way. It was ‘protected’ by an ocean from China, but in this setting China would get invitations as Australia and Canada would entertain trade talks with China. So how is America sitting now? Oh, and in that setting there is a new setting to Five Eyes, 4 of its members have had enough of President Trump and its loopy vision (possible he needs glasses). And in one instance the CIA loses whatever handle it had on international businesses. Yes, that was a real bright idea. We might lose Palantir as a partner (which is fair enough) yet if you think that China doesn’t have options there, you would be really delusional in your thinking. I reckon that these tariff wars were the Christmas present for China almost a year early. 

All that coming now?
And I saw part of this in under an hour. So how did this escape the American views? A tariff war was the worst setting they could enable. So why did this president not get the Intelligence he needed? 

I reckon there is a lot more and we need to stand firm with our brother Canada. We are the Commonwealth, not a play-toy (or the bitch) of America. We have a population exceeding billions, we eat, we drink and we are merry (at times loopy too). And 2.5 billion represents massive amounts of power, more than the 350 million in America can bring so when that retail power falls away a lot more American businesses will suffer in the process.

Just a little lesson for the reader and consider who you wake up. America is about to learn that the hard way and China likes the setting it is about to exposed to. An Ally that does this to Canada is no ally at all and there are massive consequences with ringing the tariff bell.

Have a great day.

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January 30, 2025 · 13:51

Overdrive, or drive over

That is the setting. We can try to set the premise of DeepSeek (a waste of my time), we can set the premise of Microsoft AI (a waste of everyones time) and yes the 14 billion will have an effect and we can speculate on the 500 billion that StarGate is going to cost and what exactly will be the enabling part. Did anyone consider the ROI of that idea? That prospect will need to make at least 15 billion annual to make it worth. Throwing big printed cash at it will be as useless as the quantitive easing that Mario Draghi promised about a decade ago. Yup, it won’t go anywhere. 

But that led me to a setting many seem to ignore, so lets have the list:

Microsoft 365 Copilot: A monthly subscription that costs $30 per person. Copilot Free is available with the Microsoft 365 Business Basic plan. Copilot Pro is a monthly subscription that offers more advanced features. 
So at present, how many people are on this plan? It seems that Microsoft isn’t to talkative on ‘how successful’ it actually is. We get spread numbers and these numbers doesn’t seem to validate the billions invested.

Azure Machine Learning: A pay-as-you-go service with pricing based on the number of vCPUs. 
Azure AI Search: A service with pricing based on the number of text records or images processed. 

Here I have more issues. You see, we are given “Azure AI. Azure AI provides users with powerful tools that can be used to create innovative solutions using machine learning, natural language processing (NLP), computer vision, and more” How can any machine learning create innovative solutions? If it is machine learning someone else has it already, making it reengineering at best, optionally an innovative patent. I always (perhaps incorrectly) see pay-as-you-go as a dodgy solution. You either commit, or you don’t. 

Computer Vision API: A service with pricing based on the number of transactions processed. 
So, a service based on transaction processing, on that case if the IT department doesn’t throttle its usage there is every chance that an intern could blow up cost as it is happening.

Azure AI Content Safety: A service with pricing based on the number of text records or images processed. 
Azure AI Content Understanding: A service with pricing based on the number of hours of content processed. 

All this is set to a counter (like ConfirmIT) and that is the only company that had a good handle on it, a setting with decades. Now, there is a chance that I forgot a few solutions and that is OK. I am not heading an aspirational setting of academic instance.

You see everyone is on the bandwagon and I am too tired (or too old) to care. The media can’t be bothered unless digital currency is flowing their way. Yet in all this when did you see a clear description of AI solutions in use by Amazon, IBM or Oracle? You see, the DeepSeek issues of the last few days stirred a few minds. They are now also seeking Return on Investment (ROI) and that image is not clear, at least the media seemingly can’t be bothered and the influencers now shouting their wisdom on LinkedIn are also at times tedious and for the most a waste of everyones time. So why Microsoft? I don’t really care about it, but they (and their sickofans) are shouting how good their solutions are, but we see no clear numbers. And at present clear numbers is what the most of the population want. 

Am I wrong?
I doubt it, the signs are there and when we see a small message on the left, the right clearly muffle that sound out. You see Shelly Palmer in IEEE Spectrum writes “As for the 100,000 jobs the project is supposed to create? Some construction jobs will be created as the data centers are built, but many more (millions more) will be created as the data centers come online. We’ve never had a compute cloud like this—there’s literally no way to calculate the economic impact of this amount of AI compute. It will be massive.” I actually don’t know about that. The idea that “there’s literally no way to calculate the economic impact of this amount of AI compute” is as I see it bogus. For 500 billion ($500,000,000,000) I expect more. But at present it comes across like a huge NSA data collection hub. Come to think of it, We could (optionally) get some data from the NSA, Google or IBM. They have experience with really big data centers. So what are those costs? What is the return on investment? And there is the setting of the value of collected data and that will not even have value until lots of data is collected, so lets say by 2030 and all those billions need to show investment value and at present the big-tech market lost over 1 trillion dollars a few days ago. So where is the ROI of all this?

Then we get “There are many tech skeptics, and it has become fashionable to denigrate and vilify big tech. To me, the Stargate Project is the first step in securing the future of the U.S. economy as well as our digital and cyber security. Every business will benefit from the power and promise of AI, and—like it or not, believe it or not—warfare will be dominated by AI. Today, the U.S. has a clear lead. The Stargate Project will help ensure it stays that way.” My issue is that there are always skeptics, I am one to some extent and the words “the power and promise of AI” fills me with dread. It is the included word “promise” and warfare isn’t dominated by AI, the setting pf properly programmed deer machine learning is. It is not AI and it is unlikely to show until somewhere in early 2040 at best (as I personally see it) but the 500 billion is coming out of ‘our’ pockets now. Yes, I know what they say that corporations will push the bill. Yet when this goes pear shaped. They will al put in in a bad bank account and relinquish the debt as a write off, so you, in the end still pay the bill in some way.

Then there is the sentence “Today, the U.S. has a clear lead” do they? DeepSeek is Chinese and their setting blew the rest away, you want to find out what a two-nil for China looks like? You are about to see that in very unrespectful terms. And as everyone is on that so called AI horse no one is investigating it, the media least of all.

In the meantime I will reengineer games. There is at least some revenue in that. And as I saw the reengineering options for ‘Infamous: Second Son’ The Sony firms could get some more coins from an 11 year old game on the PS4. And now there is an option to get it upgraded to PS5. Consider the gaming population. Whomever played in to PS4 (early days PS4) would like the setting on PS5, I tried that original game on PS5 and it plays well. A few minor glitches but that is what happens. The storyline could be upgraded and with linearity removed the game would get a much tougher stance. Then add the ‘cleaning’ of Seattle and we get a more complete game. With the setting to an optional change to Smoke-TV-Neon sequence the game alters a fair bit, and in this the game could also encase the stealth option in the game. Take with that the option to go back to the beginning to free the people from concrete affliction the good and the bad will also alter to some degree and it isn’t merely the good and the bad setting, the larger stage of animosity could reverberate through the game. And I am now looking to a few more games. A setting that I believe is great for Sony in the immediate future. 

Can’t stop a creative mind puzzling on how to make something better, a trick that isn’t possible with Deeper Machine Learning and LLM’s. Have a great Thursday.

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