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...
Apple replicates Copilot+ with privacy bells and whistles Apple has made its play in generative AI by picking to copy the best that its competition has to offer and rolling...
The story will remain v9 for some time. Arm reported good results where it made good on its FY24 forecasts, but the shares fell as the guidance for the coming...
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does a...
Meta Platforms is implying its models are the most efficient. In the ever-expanding, world of huge AI models, Meta is hinting that it is going the other way with Llama...
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...
Meta is still tinkering with silicon. Meta’s new AI chip is being taken as a competitor to Nvidia but the fact that it does not even remotely compare to Nvidia’s...
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...
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...