Cruise makes a cautious return. It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it incurred were more a result...
Meta is still tinkering with silicon. Meta’s new AI chip is being taken as a competitor to Nvidia but the fact that it does not even remotely compare to Nvidia’s...
The link is still missing. Meta and OpenAI are claiming that their next models will be capable of reasoning which, if true, will be a key step forward in...
Gen AI is clearly very expensive to operate. Google is toying with the idea of putting new features of its flagship search service behind a paywall which indicates that the...
Pressure is mounting to generate revenue. The early signs of pressure are appearing in the AI industry which looks like a precursor to price erosion which RFM has predicted will...
Money grows on trees until it doesn’t. Capital continues to pour into the AI sector with very little attention being paid to company fundamentals in a sure sign that when...
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history in this area, almost anything...
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...
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 – Buzzword Magic
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...