Artificial Intelligence – Apocalypse Now
Zuckerberg undercuts an industry. Meta Platforms has just dropped a bomb on the generative AI industry by offering more than OpenAI does and doing so...
Nvidia AI Foundry – CUDA II
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s...
Alphabet Q2 24 – The disconnect
Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the...
Artificial Intelligence – Hot Summer
Valuations are still going up. Cohere, one of the current group of white-hot AI startups has raised money at $5.5bn confirming that the market’s appetite...
Nebius – The Phoenix.
From the ashes of Russia comes something interesting Nebius may not seem very exciting on the surface, but outside of AI infrastructure, the company also...
Artificial Intelligence – Better, Smaller, Cheaper
The race to the bottom is beginning. OpenAI’s smaller GPT-4o Mini promises to kick off a race to the bottom in terms of pricing as...
TSMC Q2 24 – Still Rolling
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that...
USA vs. China – Closing Loopholes
ASML bucks the Chinese trend. Excellent results from ASML indicate that China is still buying as much equipment as it can get its hands...
SoftBank and Graphcore – AI Armoury
More than meets the eye. Contrary to my expectations (see here), SoftBank has acquired AI chipmaker Graphcore for around $600m which is way below its...
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.
SearchGPT – Non Starter