We have spent the last two years asking one question – How much electricity does AI need? Gigawatts, datacenters, and rising utility bills have dominated the headlines. It is a fair question. But what if it is the wrong one? What if we should be asking: Who will control electricity? At its heart, the grid…
For three years, the AI industry told us the race couldn’t be stopped. China was coming. AGI was coming. Whoever slowed down would lose. Hundreds of billions had to be spent because the future of civilization depended on winning. And now, rather suddenly, some of the people leading the race would like to discuss pacing….
I believe that the two clock phenomenon is common across all first-generation immigrants, like myself. For me, one says Santa Clara (US), the country I migrated to, and the other says New Delhi (India), the country I migrated from. For years I told myself this was practical, but somewhere along the way I noticed something…
The rapid surge in AI infrastructure’s power demand has created a historic collision between big tech and the U.S. power grid. This could become the watershed moment for American energy policy and grid stability. The combination of staggering growth, abrupt load changes due to AI workloads, and infrastructure bottlenecks are leading to higher bills for…
Sometimes, there are moments that never make the news. No headlines. No hashtags. No awards. Just ordinary people doing ordinary things that quietly tell you a society is changing. During my recent visit to India, I went to the mall to clock my steps and escape the peak-summer heat. As my tracker counted my steps,…
In a recent discussion with a CTO, I asked about the metrics they used for measuring the impact of AI on their business. He shared a slide that had been presented to the executive team as a bragging right that boldly claimed 87% Adoption of the company’s new AI co-pilot. When I pressed him with…
Back in the mid-1990s, I was part of a small team at Intel that worked on the project called WIINGS that managed indirect inventory and was critical to their factory stores. We were told that the ERP rollout will replace our software within a year. Decades later, its core logic still runs, largely untouched, while…
In one of our annual leadership conferences at Intel, Diane Bryant, our then CIO, conducted a break-out session on out-of-the-box / lateral thinking. We were ~20 people in her session when she asked us all to write down the maximum number of use cases for a metal-wire hanger, you know the flimsy ones that you…
In case you have not yet caught on to the latest hype around AI, let me introduce you to the concept of vibe coding. It is popularized by Andrej Karpathy, an AI researcher, whose credentials are impressive and therefore his tweet hit more than 4 million views. I show the snapshot of the actual tweet…
I often say, “Do not rush to judge, for life has not tested you yet”. During a recent discussion, a friend criticized someone’s character and I silently to repeated this to myself as a reminder. It took me back to the height of the #MeToo movement, when someone we knew was fired for having an…