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...
Good Chinese AI but at what cost? Alibaba’s models have topped the new rankings at Hugging Face in a sign that China is a force to be reckoned with in...
Micron spooks the fickle market Another correction from an AI-related company has the market asking whether the question as whether the AI bubble is beginning to burst which is a...
OpenAI bites the hand that feeds it. Despite the inevitability of ending up as part of Microsoft, Open AI is determined to compete with Copilot and is making acquisitions to...
Only AGI can prevent a correction. More companies and more models all of whom perform within a fairly close range but consume billions of dollars in investment capital point 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.
SoftBank and Graphcore – AI Armoury
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...