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...
AI Robotics – Moravec is Alive!
The domestic house bot is still a pipe dream. I do not doubt that there is a very large market opportunity to sell robots that...
Nvidia & Meta – Safe for Now
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on...
Apple – AI Breakdown
AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence...
Manus AI – Music Maker
Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down,...
Alibaba QwQ – 32bn Questions
More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the...
About Me
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.
GTC Day 3 – Quantum Apology Tour