Both relatively immune from the DeepSeek effect. Microsoft FQ2 25 – DeepSeek on the menu Microsoft disappointed the market with the growth of its cloud division but as the reason...
A project for which hardly anyone has the money. Stargate is an ambitious project to build up to $500bn of AI Cloud capacity but does not take into account the...
Sora is no gift and is obscuring other issues. Open AI’s 12 days of Christmas headlines with Sora but all the fuss and buzz is creating a smoke screen for...
Silicon is here to stay for a long time. Everyone is getting excited again about the prospect of Quantum Computing providing the almost limitless compute needed for super-intelligent machines, but...
Amazon makes a play for the AI ecosystem. Amazon has launched a new family of foundation models that I suspect are based on Anthropic’s technology that provides a starting point...
Reasonable multiple prevents a crash. Nvidia reported excellent results as the AI boom remains on track, but it failed to raise guidance which caused some disappointment, but as the valuation...
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...
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...
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.
OpenAI – Deep Research
OpenAI tries to put RFM out of business. OpenAI’s new Deep Research offers a new functionality that takes the grunt work out of conducting research but without insight, the ability...