Nvidia vs. NPU – History Rhymes.
Reminiscent of x86 vs. Arm. The key theme of Computex was the arrival of generative AI on the PC and while most attention was on...
HP vs. Autonomy – Last Laugh
Court decides what I have suspected all along Mike Lynch the ex-CEO of Autonomy has the last laugh in the 12-year battle over who was...
Computex 2024 Day 3 – Box and Horses
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage...
Computex 2024 Day 2 – Intel
Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was...
Computex 2024 Day 1 – Q & As
Third time lucky for Windows on Arm. Qualcomm: Swinging for the fence. With branded shoes and a flashy t-shirt, Copilot+’s most enthusiastic fan made his...
Computex 2024 Day 0 – Nvidia – Stealing Thunder
Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story...
Google – The Black Box Problem
The more AI is controlled, the less useful it becomes. Google is scrambling to fix its AI howlers (see here) but because it has no...
OpenAI – Time Bomb
Philanthropy and profits don’t mix. OpenAI looks like a badly run company where there is constant infighting between the executives and the board highlighting that...
Artificial Intelligence – Reasoning Debate
A highly misleading marketing message. In an effort to promote the prowess of their models, the last few weeks have seen the great and 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.
Apple Intelligence – Bells and Whistles.