Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese state may have had enough...
Apple’s privacy server may have to go Alibaba looks like it will be the launch partner for Apple Intelligence in China but the system that Apple has created remains replete...
Another set of unsubstantiated claims Google has come out swinging against DeepSeek claiming that Gemini is more efficient in both training and inference, but its comments are even more nebulous...
AI is expensive or is it? Amazon reported good results but its inability to accelerate growth at AWS and its $100bn capex bill for 2025 has raised concern just at...
The big question is why China has allowed R1 to be exported. DeepSeek is quickly becoming infamous as Western companies, institutions and governments ban the use of the DeepSeek chatbot...
DeepSeek’s techniques need to be independently verified. It is not DeepSeek R1’s performance that is surprising, but how cheaply the company was able to train its model that has sent...
DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at face value, it looks like...
Huawei has no chance but will gain domestic share anyway When it comes to performance, Huawei’s chips have no chance of beating Nvidia in a straight fight, but with a...
I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago that make life harder for...
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.
Alibaba FQ3 25 – Mo Comes To China
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...