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Eco-systems

GTC Day 3 – Quantum Apology Tour

Jensen was the coroner, not the murderer. After single-handedly crashing the valuations of the publicly listed quantum computing companies at CES 2025, Jensen Huang graciously hosted a session at GTC...

Nvidia & Samsung – GTC Day 2

Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025.  GTC 2025 is in full swing and as more details emerge about...

Nvidia GTC 2025 – Spread Betting

Nvidia is spreading its bets wide and early.   Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for...

Baidu AI – Keeping Up Appearances

Baidu joins the efficiency game.  Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is not clear whether Baidu is...

Intel – Anywhere to Go?

Mr Tan’s options already seem very limited.  The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a strategic shift that increases the...

AI Robotics – Moravec is Alive!

The domestic house bot is still a pipe dream.  I do not doubt that there is a very large market opportunity to sell robots that can do the housework and...

Nvidia & Meta – Safe for Now

Nvidia is not close to danger yet.   The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...

Apple – AI Breakdown

AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence services are being delayed again...

Manus AI – Music Maker

Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down, I suspect the real story...

Alibaba QwQ – 32bn Questions

More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the Western “bigger is better” philosophy....