Archive For

March 2025

Autonomous Autos – Hard Economics

Economics will decide this market. WeRide thinks that it is mostly governments and regulations that will impact its path to profitability, but I suspect that...

OpenAI – Binary decision

Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient...

China vs. USA – Foundation Collapse

China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI...

Artificial Intelligence – The Dynamo Effect

Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip...

China AI – The Efficiency Game

China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is...

GTC Day 3 – Quantum Apology Tour

Jensen was the coroner, not the murderer. After single-handedly crashing the valuations of the publicly listed quantum computing companies at CES 2025, Jensen Huang graciously...

Nvidia & Samsung – GTC Day 2

Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025.  GTC 2025 is in full swing and...

Nvidia GTC 2025 – Spread Betting

Nvidia is spreading its bets wide and early.   Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where...

Baidu AI – Keeping Up Appearances

Baidu joins the efficiency game.  Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is...

Intel – Anywhere to Go?

Mr Tan’s options already seem very limited.  The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a...