Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the revenues were coming from its...
Valuations are still going up. Cohere, one of the current group of white-hot AI startups has raised money at $5.5bn confirming that the market’s appetite for overvalued paper remains unabated...
The race to the bottom is beginning. OpenAI’s smaller GPT-4o Mini promises to kick off a race to the bottom in terms of pricing as it is only slightly inferior...
More than meets the eye. Contrary to my expectations (see here), SoftBank has acquired AI chipmaker Graphcore for around $600m which is way below its peak valuation meaning that the...
Project Strawberry unlikely to get the cream. OpenAI has come up with a system to rank its progress towards artificial general intelligence (AGI) but apart from the first two, the...
AMD emulates Nvidia but has more to do. AMD is building a vertically integrated AI toolkit based on its silicon but there are two elements still missing that will still...
Samsung confirms the AI party is still on. Samsung has reported another set of excellent results confirming that the spending on AI is continuing apace and that it may be...
Baidu is now the biggest & cheapest AI ecosystem. While OpenAI is withdrawing from China, Baidu has already moved to fill the void as its users have jumped by 50%...
Being on the board will make no difference. Inviting Apple as an observer onto its board is a pitch to Apple to more deeply integrate OpenAI into its ecosystem but...
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 AI Foundry – CUDA II
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s dominance in AI when CUDA...