Nvidia – Window dressing Nvidia is signing up to make products in the USA which is a move I suspect that it was already executing but it will have done...
I don’t think Wayve is going to make it. Wayve’s deal with Nissan is a big shot in the arm for the “brute force” approach to autonomous driving, but Nissan...
Samsung Q1 25 – Welcome relief Samsung reported good results as smartphones and legacy DRAM fared better than expected, but the key catalyst for recovery which is the qualification of...
The fightback begins. Meta is demonstrating what RFM Research and Alavan Independent have suspected which is that DeepSeek’s methods are not that hard to replicate and that we are seeing...
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 like its Chinese competitors meaning...
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 models which to me looks...
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 companies have a better chance...
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 not as large as many...
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 as more details emerge about...
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.
China vs. USA – Art of the Deal?
The screw is given another turn. While it is not very difficult to make an argument for banning the sales of advanced chips into China, giving Nvidia no warning and...