New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...
The count of equally good models continues to rise xAI has released the latest version of its Grok model and, while it scores very well on all of the most...
Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese state may have had enough...
Arm will need a major charm offensive. It turns out that Arm may be looking to make its own chips after all in a move that needs to be carefully...
There is no GPT-5. OpenAI has disclosed its medium-term roadmap and in the process, effectively admitted that scaling is coming to an end supporting RFM’s long-held view that superintelligent machines...
Apple’s privacy server may have to go Alibaba looks like it will be the launch partner for Apple Intelligence in China but the system that Apple has created remains replete...
Another set of unsubstantiated claims Google has come out swinging against DeepSeek claiming that Gemini is more efficient in both training and inference, but its comments are even more nebulous...
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...
Google Q4 24 – Core business still sound. Alphabet reported disappointing sales as, like Microsoft, it could not keep up with demand for its cloud services, sending the shares down...
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.
Alibaba FQ3 25 – Mo Comes To China
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...