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How AI Is Changing the Network(s)

https://om.co/2026/05/04/how-ai-is-changing-the-networks/

Published: May 4, 2026 14:30

As is always the case, this started with a simple question: Will AI change how networks work? Will it impact the speeds we need at home and on our phones? My assumption was that AI would accelerate this — personal AI agents querying the cloud all day, your…

Say Hello to the Internet of AI

https://om.co/2026/05/04/say-hello-to-the-internet-of-ai/

Published: May 4, 2026 14:15

Every so often, I would notice that our upstream bandwidth consumption was going up. Average upload usage is growing 21.7% year over year, more than twice the rate of downstream growth. The network is finally tilting toward something symmetrical, after…

What to read this weekend

https://om.co/2026/05/03/what-to-read-this-weekend-23/

Published: May 3, 2026 18:30

First, a short apology. I was unable to send the newsletter last weekend. Life and sniffles got in the way — OM As has been the case lately, I have been writing a bit too much about AI, and its two most visible examples, Anthropic and OpenAI, either on…

What Microsoft’s 10-Q Says About OpenAI

https://om.co/2026/05/01/what-microsofts-10-q-says-about-openai/

Published: May 1, 2026 07:15

Buried on page nine of Microsoft’s 10-Q for the quarter ended March 31, 2026 is a paragraph worthy of attention. Why? What does it reveal? A lot. For starters, Microsoft now holds approximately 27 percent of OpenAI on an as-converted basis, accounted for…

What I Learned about Hyperscalers’ AI Spend

https://om.co/2026/04/30/what-i-learned-about-hyperscalers-ai-spend/

Published: May 1, 2026 01:15

The four biggest hyperscalers reported earnings this week. Microsoft, Meta, Amazon, and Alphabet collectively told investors they will spend roughly $700 billion on capital expenditures in 2026. That is nearly double what they spent in 2025. Three of the…

With AI, Headline isn’t the story

https://om.co/2026/04/30/with-ai-headline-isnt-the-story/

Published: April 30, 2026 13:30

Oh boy. Over the past few days, an article has been doing the rounds as a testimonial for the ludicrousness of AI versus human costs. From that piece, one specific quote (originally from another article) has gone viral and is now under scrutiny all over…

What’s wrong in my thinking about Errors?

https://om.co/2026/04/30/whats-wrong-in-my-thinking-about-errors/

Published: April 30, 2026 11:11

After my previous post about why we accept human errors but are harsher on machines, two longtime readers and pillars of the resilience engineering community reached out to point out the error of my ways. Courtney Nash of the Resilience in Software…

Gigabit First Nation by 2030

https://om.co/2026/04/27/gigabit-first-nation-by-2030/

Published: April 27, 2026 15:51

I have been writing about the growing need for uploads and how they are redefining the broadband landscape — first in We Are Now An Upload (Broadband) Nation and then in a quick follow-up. As a follow-up to those pieces, today I wanted to highlight…

Memory Is the Machine

https://om.co/2026/04/27/memory-is-the-machine/

Published: April 27, 2026 12:30

It is late April 2026. If you want to get a Mac you want, you cannot go into any Apple Store and pick the Mac you want. A Mac mini with 64GB of RAM, ordered today, ships in sixteen to eighteen weeks. A Mac Studio with 256GB of RAM ships in four to five…

Software Eats Its Own

https://om.co/2026/04/22/software-eats-its-own/

Published: April 22, 2026 12:52

Another day another deal which makes you question the meaning of money itself. SpaceX said this morning it has an option to buy Cursor for $60 billion later this year, or pay the coding startup $10 billion for the work they are already doing together, Elon…