OpenAI blows itself up yet again. In its rush to discredit Mr Musk’s lawsuit, OpenAI has revealed that it never had any real intention of being open and called attention...
Microsoft needs to acquire OpenAI. Satya Nadella’s tenure at Microsoft has been excellent but I think the one mistake he has made is to open up his company and his...
USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is currently winning the technology war,...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join...
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as...
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster continues, Nvidia is the occupant...
Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...
OpenAI and Microsoft will be unable to eat Google’s lunch Having failed to move the search market with ChatGPT, OpenAI is developing a product specifically designed to replace search, but...
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to...
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.
Nvidia GTC 2024 Day 1 – Entrenchment
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...