Meta pushes the open-source button. Excellent results, more fat trimming, a dividend, and a share buyback hid higher losses from the Metaverse and more capex allowing a fire to be...
Nvidia can sleep well for now. Competing with Nvidia is currently focused on building better chips but this is ignoring Nvidia’s two key differentiators which mean that for now, no...
There is a little activity behind the curtain. It would be foolish to think that Apple is not trying to do something about AI but I suspect that it has...
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip venture which can only be...
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost all of which come from...
Life in autonomy remains dreadful. There is little hope for a recovery in autonomous driving anytime soon as programs are being cancelled meaning that my 2028 target looks increasingly over...
CES comes to life. After a quiet start on Tuesday, CES 2024 came back to life on Wednesday with a substantial increase in footfall, crowds and queues. This is an...
AI delivery – Time to deliver. 2023 was dominated by hype, speculation and spending on AI training infrastructure but 2024 is where the rubber will likely meet the road. Already...
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.
AI Ecosystem – The race begins
Foundation model is to AI what OS is to smartphone. While everyone is going to be focused on inference in 2024, the real action is going to be in the...