Huawei Connect 2026 – Still No Contest

Huawei fixes the bits that it can.

OpenAI – Stalking Horse

OpenAI may come from behind in 2027.

Oracle FQ1 and Adobe FQ3 – B Grade

Oracle FQ1 27 – Still B+ Adobe FQ3 26 – Upfront investment

Apple – Master of UX

Apple gets the fold right.

Qualcomm & Amazon – Out of the closet

Amazon announces it’s a customer.

USA vs. China – No Contest pt. III

Huawei is already active in Malaysia but not in AI.

Nvidia & Hugging Face – Health Insurance

Nvidia invests to keep its share and margins in rude health.