Scaling laws appear to be dying. There are more signs that the “scaling laws” that have underpinned the AI explosion (and all of the hype attached to super-intelligent machines) are...
Qualcomm FQ4 24 – Top Gear. Qualcomm reported good results that beat expectations as a result of a strong performance in automotive, providing the first piece of hard evidence that...
Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to entry in the search business...
There is no fundamental support here. Another set of good results drove Palantir shares to new highs, but this was not the sort of blow-out that Nvidia has been reporting...
Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not nearly enough to return the...
Meta Platforms Q3 24 – Boondoggle? Meta reported good results but the continued heavy investments into AI and The Metaverse from which returns are hard to quantify, made the market...
Meta pushes harder for independence. Meta’s difficult experience with Android and iOS has left it so determined to be self-reliant that in addition to AI, it is now having a...
Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...
A potential benefit of hardship. China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in ways that may allow it...
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.
Amazon & AI – A Question of Time
No one is going to dislodge Nvidia yet. Amazon is readying the next version of its in-house AI training and inference chips but until CUDA is no longer the control...