Nobel Prizes for Google — which may now be broken up Published in Svenska Dagbladet, 2024-10-09. Translated from Swedish. Two Nobel Prizes linked to AI went to Google this week. But it is ordinary search ads that have paid for the development behind them — and now those ads are under threat. Most companies would be thrilled to have had even one Nobel Prize recipient among their staff at any point. Google has just received […]
2,800 billion kronor wiped out — why Nvidia is crashing Published in Svenska Dagbladet, 2024-09-04. Translated from Swedish. 2,800 billion kronor were erased in a single day when the shares of hyped chipmaker Nvidia fell sharply on Tuesday evening. Why are they falling now? It was a broader collapse across the chip and semiconductor sector on American markets on Tuesday. The category — which includes companies like Intel, AMD and Qualcomm — had its worst […]
Nvidia’s quarterly report: the burden of market expectations Published in Svenska Dagbladet, 2024-08-29. Translated from Swedish. Nvidia delivered strong quarterly figures but was met with mild scepticism from the market. The company now faces its biggest challenge yet: market expectations. A small group of enthusiasts gathered at a sports bar in New York on Wednesday afternoon. But it was not a game on the screens — they were there to watch chipmaker Nvidia’s quarterly earnings […]
The AI boom: doubt has arrived for the first time Published in Svenska Dagbladet, 2024-08-17. Translated from Swedish. After this spring’s stock market surge among tech companies, markets have started to doubt. Will AI deliver the economic explosion investors hoped for? Several influential voices are now expressing scepticism for the first time. “I think it is insane.” Barton Briggs, strategist at investment bank Morgan Stanley, was speaking about Cisco in April 2000. The networking giant […]
Apple compromises on privacy in its AI debut Published in Svenska Dagbladet, 2024-06-11. Translated from Swedish. Apple’s AI debut revealed a crack in the facade of the tech giant. The desire to keep pace with the AI frenzy appears to be pushing the company to abandon the privacy-first strategy that made it so successful. It was the worst-kept secret in the tech world. On Monday evening Apple made its entrance into artificial intelligence — though […]
This analysis was first published in SvD Näringsliv, in Swedish, on May 23rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the world invests in AI, the money flows heavily into Nvidia’s pockets. The world’s hottest company is now approaching a point where expectations become very hard to live up to — and the drop if they fall short is enormous. Jensen Huang has the […]
This analysis was first published in SvD Näringsliv, in Swedish, on May 12th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Despite Roblox’s enormous success with its players, its journey on the stock market has been tough. The share has fallen 55 percent since its IPO in March 2021. If it cannot get profitability under control, the risk of game over increases. Plain speaking is rarely […]
This analysis was first published in SvD Näringsliv, in Swedish, on April 15th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Countries and regions are racing to stake their position in the explosive AI development. But when it comes to infrastructure, Sweden appears to have already given up. It looks like a circuit board in a desert — at least when you view the satellite images. […]
This analysis was first published in SvD Näringsliv, in Swedish, on March 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A supremely confident Jensen Huang presented Nvidia’s plans to the world. The message was unmistakable: without Nvidia, there is no AI development. But on the horizon, competition is stirring from a troubling direction. Jensen Huang, CEO of Nvidia, walks onstage to bombastic orchestral music that […]
This column was first published in SvD Näringsliv, in Swedish, on March 8th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. It is one of the world’s largest and most influential tech companies. Despite this, Google’s AI launches are marked by embarrassing mistakes. Now questions are being raised if it’s time for its leader to step down. Fire. Described by many as the most important discovery in […]
