A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better product than OpenAI even though...
A big hangover is yet to come. OpenAI has capitalised on investors’ desperation to invest by raising $6.6bn at a post-money valuation of $157bn and setting very unusual terms that...
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice assistants are the next big...
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but with almost all of its...
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash underlying just how badly the...
Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and raise and so while the...
Cerebras admits it can’t compete in training. Cerebras’ pivot towards inference is both an indication of where the market is going and an admission that when it comes to training,...
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...
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...
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.
Samsung Q3 24 – A Note 7 Moment.
Problems look temporary and create an opportunity Samsung has reported good results but made a rare apology to investors for its continued inability to catch up with its competitors in...