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...
Another edition of the traditional post-CES report highlights interesting things and trends that the tech media ignored or missed. Donut – Zero or Hero? The top spot goes to Donut...
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere at the same time as...
The time for talk is over. The outlook for 2025 is for another very bleak year where China falls even further behind the West, meaning that to turn things around,...
China does not have much of an answer. The outgoing administration will leave its mark with a further significant tightening of export rules and with the moribund state of its...
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 Q4 24 – Capex, Capex & Capex.
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...