EU tariffs will weaken demand further. The EU has announced import tariffs on Chinese EVs that are likely to trigger a retaliation and an increase in price to the...
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...
Reminiscent of x86 vs. Arm. The key theme of Computex was the arrival of generative AI on the PC and while most attention was on Copilot+ running on the NPU,...
Court decides what I have suspected all along Mike Lynch the ex-CEO of Autonomy has the last laugh in the 12-year battle over who was really to blame for HP’s...
Third time lucky for Windows on Arm. Qualcomm: Swinging for the fence. With branded shoes and a flashy t-shirt, Copilot+’s most enthusiastic fan made his Computex debut bringing all the...
Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story more accessible and lifted the...
Philanthropy and profits don’t mix. OpenAI looks like a badly run company where there is constant infighting between the executives and the board highlighting that the core problems have not...
A highly misleading marketing message. In an effort to promote the prowess of their models, the last few weeks have seen the great and the good in generative AI claim...
Competition crushed in the stampede. Nvidia contemptuously swept aside both its critics and its competition and reported another huge set of results that confirmed that the AI frenzy and the...
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.
Artificial Intelligence – The Asymptote
Only AGI can prevent a correction. More companies and more models all of whom perform within a fairly close range but consume billions of dollars in investment capital point to...