Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks...
Trade war may end but tech rivalry is just beginning. Despite an easing of tensions on the trade front, it is clear that while the two are happy to trade,...
Better search but not assistant. Google is going to get even better at search which will improve its relevance with users and increase its dominance, but it won’t help in...
Quantum computing earns a place on the far horizon. Digging beneath Google’s characteristically effusive claims reveals a solid advance that significantly increases quantum computing’s claim to be the successor of...
Brute force only benefits Microsoft. Open AI is making a big bet on compute power being the answer to the limitations of AI in a move that I think will...
Microsoft takes a punt on Open AI. Open AI, the “non-profit” AI company, has taken a $1bn investment from Microsoft that sees Microsoft buy itself a new customer as well...
Watson goes nomadic. IBM has sensibly decided to allow its AI offering (Watson) to run on the cloud offerings of its rivals as well as enabling an ability to run...
Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal...
Reply to this post Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class offerings for enterprises and knowledge...
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.
NVIDIA – Forced out.
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...