Originally a LinkedIn Post, April 10, 2026 Friday thoughts We keep defaulting to what’s familiar, even when the pressure shows up elsewhere. Years ago, when I was training a new SysAdmin, I told him the next thing we’d cover was backup, and he said, “I’m not interested in learning backup. Backup isn’t sexy.” That stuck…

Originally published on LinkedIn, January 29, 2026 I keep seeing what is happening in NAND and memory described as a shortage, or worse, as another cycle that will eventually correct itself, and that framing misses what is actually going on, in my opinion. Many are using this as leverage to create panic, which may not…

Originally published on LinkedIn, February 13, 2026 Introduction For decades, system architects have lived with the consequences of the Von Neumann bottleneck. Compute kept getting faster, and memory kept getting bigger, but the path between them never kept up. So, we built caches, hierarchies, prefetchers, NUMA domains, and increasingly complex memory trees to work around…

Originally published on LinkedIn, March 13, 2026 Introduction Over the past two years, the AI conversation has focused almost entirely on GPUs and models, which makes sense given that most of the attention is on outcomes and how we achieve them. While that was happening, I was quietly looking at the AI workload itself and…

Originally published on LinkedIn, October 10, 2025 Introduction In September 2025, NVIDIA quietly made one of the most important acquisitions of the AI era, spending over $900 million in cash and stock to acquire Rochan Sankar‘s Enfabrica, not for its products, but for its people, its patents, and its position at the intersection of compute…

Originally published on LinkedIn, April 10, 2026 At the beginning of the year, I started using the phrase “AI PoC Purgatory” to describe what I was seeing across enterprise AI efforts, particularly as organizations were trying to move pilots into production. I wanted to take a moment to explain what I mean by it. Today,…

Originally published on LinkedIn, March 10, 2026 Every once in a while, someone asks why my writing about AI tends to sound different than most of what is circulating in the market. While much of the conversation today revolves around models, parameters, and the latest benchmark results, my perspective tends to return to infrastructure, memory…

Originally a post on LinkedIn, March 9, 2026 For decades, we have been obsessed with performance. In the 80s, we wanted faster dial-up. The faster the modem, the faster we thought things would get. It didn’t really matter whether anyone could clearly articulate what those faster results were supposed to produce. The assumption was simple:…

Originally published on LinkedIn, February 2, 2026. Introduction For the last two years, we’ve heard the CHIPS and Science Act positioned as the cornerstone of U.S. AI leadership. The logic is simple, bring advanced chip manufacturing back onshore and the rest will follow, but from my perspective, it won’t. Compute is important and nobody is…

Originally published on LinkedIn, March 18, 2025 When I wrote “AI Market Inflection Point: Hype, Reality, and What Comes Next,” on March 5, 2025, I laid out some hard truths about AI adoption. I highlighted how enterprises were moving beyond hype, that AI infrastructure investments needed to be optimized, and that storage architectures had to…

Originally published on LinkedIn, March 5, 2025 Too much of the AI conversation is noise. Let’s face it, hype doesn’t drive business outcomes. I’ve built my career on identifying the market trends and signals that actually move the needle for businesses. Maybe that’s pragmatism, or just the ability to tune out distractions and focus on…