Chris M Evans
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chrismevans.me
Chris M Evans
@chrismevans.me
Owner, founder and Principal Analyst at Architecting IT. Food lover, eater and maker. Husband, father. Lover of all things computing (except perhaps Networking). https://architecting.it
Never mind.
February 3, 2026 at 5:52 PM
Just what my wife has been waiting for as her St Valentine's Day gift. And there was me thinking I would just get a dozen red roses and cook a slap-up meal.

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www.techradar.com
February 3, 2026 at 5:46 PM
However, Sandisk is currently worth $96 billion and the company owned 100% of it just before the split. At the split, when Sandisk started trading it was worth about $5.6 billion.

WD just gave away $90 billion of value and they seem happy with that.
February 3, 2026 at 4:06 PM
Currently watching the Western Digital Innovation Day livestream (unfortunately joining late). I think the CFO is onstage crowing about the remaining shares in Sandisk they own, which are currently worth about $5 billion.
February 3, 2026 at 4:06 PM
However, despite the negativity, Musk is a genius at keeping the rollercoaster going. Whether that's the dream of orbital data centres or the dream of millions of humanoid robots. He takes Steve Jobs' reality distortion field to another level. (4/4)
February 3, 2026 at 9:57 AM
Orbital data centres? Not sure I see the science or logic behind this, other than the ability to avoid any kind of regulation. So many questions need to be asked here. How long will they be in space, how big will they be? Do they just get destroyed on re-entry? Where's the sustainability? (3/4)
February 3, 2026 at 9:57 AM
It's the subprime mortgage issue all over again, but perhaps not as toxic. Existing X & xAI investors will be happy as they get a slice of a better quality company that has government contracts (SpaceX) and the Starlink business. (2/4)
February 3, 2026 at 9:57 AM
Robbing Peter to pay Paul?

X (formerly Twitter) gets merged into xAI to hide terrible finances. xAI now gets merged into SpaceX likely for the same reason. (1/4)

www.cnbc.com/2026/02/02/m...
Musk's xAI needs SpaceX deal for the money. Data centers in space are still a dream
In merging SpaceX with xAI, Elon Musk may be providing his artificial intelligence startup with a much-needed cash infusion.
www.cnbc.com
February 3, 2026 at 9:57 AM
With the unpredictability of business with the USA, what does he expect?

www.bbc.co.uk/news/article...
Trump says 'very dangerous' for UK to do business with China as Starmer lands in Shanghai
The US president's comments come as Sir Keir Starmer arrives in Shanghai on the third day of his visit to China.
www.bbc.co.uk
January 30, 2026 at 9:11 AM
Latest promise is robots by 2027. <sarcasm>I'm convinced.</sarcasm>
January 29, 2026 at 5:30 PM
And yet the share price is way higher than justified by the falling revenue/profits or the maturity of the robot technology.

Is it just that so many individuals bought into Tesla that they can't afford the haircut if they sell?

arstechnica.com/cars/2026/01...
Tesla kills Models S and X to build humanoid robots instead
EVs that were once industry-leading have long since been left behind.
arstechnica.com
January 29, 2026 at 5:25 PM
Unfortunately, I think this is likely to be a strategy taken up by only those hard-core tech fans and not the general public.

Lots of interesting things to mull over, as usual! (9/9)
January 23, 2026 at 10:02 AM
A third "long shot" option is that current sovereignty issues create a rethink on using Windows as a desktop O/S, due to the invasive nature of the current requirements to register an online account. (8/9)
January 23, 2026 at 10:02 AM
Two scenarios exist - first, Windows is improved to operate more efficiently on Arm than x86; second, apps support gets good enough on non-Windows operating systems to make Linux viable. (7/9)
January 23, 2026 at 10:02 AM
Ultimately, that's the crux of the issue for Arm-based desktops outside of Apple. Yes, Linux desktops are amazing and there are many to choose from. But (a) they're not as slick as Windows for installation (b) they don't have application support to equal Windows. (6/9)
January 23, 2026 at 10:02 AM
Arm is an alternative for the desktop that may see more popularity if the price point addresses issues like the cost of memory and storage. Apple Arm-based devices need less memory, although they do run a proprietary O/S. The remainder of the market is effectively stuck with Windows. (5/9)
January 23, 2026 at 10:02 AM
It sold off the storage division. All to invest in Foundry, which continues to make massive losses ($2.5 billion in the latest quarter alone). (4/9)
January 23, 2026 at 10:02 AM
Once again Intel risks the Innovator's Dilemma scenario. It overplayed the concept of the "AI PC", which nobody wanted. It stepped away from the storage industry, when products like Optane could have plugged some of the current memory gap. (3/9)
January 23, 2026 at 10:02 AM
While that challenge has been muted so far, there are more Arm-based designs around, including NVIDIA as a challenger (www.tomshardware.com/pc-component...). (2/9)
January 23, 2026 at 10:02 AM
Intel Corporation is the next company to prioritise the data centre over consumer.

But what happens in the consumer space? Let's go back to 2024 when I discussed the rise of Arm on the desktop (www.architecting.it/blog/intel-v...). (1/9)

www.theregister.com/2026/01/23/i...
Intel prioritizes Xeons over client chips to meet AI demand
: CFO David Zinsner says foundry capacity should improve starting in Q2
www.theregister.com
January 23, 2026 at 10:02 AM
Two Trump rants in two days. I need to find better TV to watch.
January 21, 2026 at 2:32 PM
This is perhaps, the biggest oxymoron of the day.

www.bbc.co.uk/news/article...
Israeli PM Netanyahu agrees to join Trump's Board of Peace
Israel is the latest country to publicly accept an invitation to a new international organisation that many fear may be designed to supplant the UN.
www.bbc.co.uk
January 21, 2026 at 2:27 PM
Who knew there were so many bad people in Minnesota?
January 20, 2026 at 6:56 PM
Taking some time to watch the Trump briefing. New words that he pronounces uniquely - Mercedes Benz and Somalia, who knew?
January 20, 2026 at 6:54 PM
I don't see even one.
January 20, 2026 at 3:37 PM