Nvidia lends Europe some of its shine. Nvidia’s support of VivaTech gives it a greater level of credibility, which combined with Europe emerging from its AI slumber, gives it a chance to catch up as long as the regulators can get out of the way. VivaTech is now one of Europe’s larger technology shows following the boost that Nvidia has...
OpenAI promotes suppliers’ shares over its own. OpenAI’s revenue is on track to hit $10bn in 2025 and $125bn in 2029 but the fact it won’t make money until the company is a gigantic global corporation is an indication that its business model is fundamentally flawed with the real winners from this profligacy being its suppliers such as Nvidia, CoreWeave....
Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of its user experience in the hope that users won’t care that Apple’s position in AI is weak and falling ever further behind with every day that passes. Unlike its rivals, Google, Meta, OpenAI and...
Apple sticks the knife in AGI, but it has an agenda. Apple has a new paper that once again demonstrates LLM and reasoning models’ inability to truly reason, but it is important to remember the biases and weaknesses that are inherent in this publication. Apple’s new paper (see here) builds on its publication from October 2024 (see here) in that...
VivaTech is a chance for Europe to stake its claim. While the corporate world is rapidly adapting to AI becoming a part of daily business, many governments of the world are also getting involved, but Europe has been lagging behind. This is something that it is determined to correct beginning at the VivaTech conference in Paris next week. Sovereign AI...
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds is whether Arm is going to start making its own chips. While this will greatly increase revenues, it risks really upsetting the majority of its current customers which is never a good idea for any...
The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will undoubtedly find a way around the ban, they will become cut off from all advanced semiconductor manufacturing, which will have a much more profound impact. A week ago, the US Department of Commerce suspended the...
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone will notice given that users buy Android for Google rather than Samsung. Perplexity is primarily a search engine that uses natural language and its knowledge graph from crawling the Internet rather than a large language...
The industry has a very short memory. The fact that no one has noticed that DeepSeek has updated its model is a clear sign that the only thing that was special about DeepSeek was its efficiency, which has now been copied and commoditised in just a few months. DeepSeek has updated its R1 model (which is a bit of a...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
VivaTech 25 Day 2 – League of Nations
Europe needs to walk not talk VivaTech is full of ambition and plans for Europe to become an AI superpower, but this will require immediate action and a level of risk taking and entrepreneurialism that Europe has historically not been very good at. This is a significantly larger VivaTech than I have seen in past years and it is not...