AI: Reset to Zero
Michael ParekhTracking every tech wave since 1982. Daily AI analysis from an ex-Goldman Sachs Partner. 1,000+ posts & counting. What's being created, why it matters, who's doing it, where it's going, and how to make it count.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1080 | Subscribers | Read | michaelparekh.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI: Nvidia's dense announcements at GTC 2026 worth a trillion+ by 2027. (part 2) RTZ #1031
Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang.
AI: Global memory shortages of 20%+ through 2030+. RTZ #1030
We now have more confirmation that the global memory shortage and ever higher prices for most electronic things, will last at least through 2030. That’s from the chairman of SK Hynix, the ‘Nvidia’ of the memory chips that go into most of th...
AI: Google Gemini AI rolls out 'Personal Intelligence' at scale. RTZ #1029
I’ve talked about the importance of memory tied into AI as a key element of mainstream AI utility since the beginning of AI Reset to Zero over a thousand daily posts ago.
AI: Nvidia GTC 2026 Jensen Keynote roadmaps $1 trillion in AI chip sales by 2027. (part 1) RTZ #1028
Nvidia’s GTC (GPU Technology Conference) 2026 kicked off today with the usual chockfull keynote by founder/CEO Jensen Huang.
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Authors
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Tracking every tech wave since 1982. Daily AI analysis from an ex-Goldman Sachs Partner. 1,000+ posts & counting. What's being created, why it matters, who's doing it, where it's going, and how to make it count.
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