The financial noose tightens. The end of Fisker, the imminent end of several others as well as worsening financial conditions in China clearly point to the ongoing slowdown and shakeout...
Arm’s 3rd shot at Windows laptops might just work. Apart from AI, Microsoft Build is likely to see the main launch of Qualcomm, Arm & Microsoft’s 3rd attempt at addressing...
May 16th 2024: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Causality is all you need. RFM research subscribers will receive their copy by...
OpenAI draws first blood in the competition against Google. Google continues to struggle with its messaging as OpenAI was able to deliver more in 30 minutes than Google did in...
OpenAI jumps in just before everyone else. OpenAI’s new model has very little to do with improving raw performance and everything to do with making it easier and more fun...
Pressure is making life very hard for Chinese semiconductors. SMIC reported difficult results as the cash machine that is supposed to be lagging edge is not delivering meaning that the...
Good, but it needs to be better. A large proportion of the automotive industry thinks that GM has taken leave of its senses by ditching CarPlay in its electric vehicles...
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...
Apple ups its cadence as competition heats up. Apple appears to be taking a leaf out of Nvidia’s book in launching a new chip just 6 months after it launched...
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.
Microsoft Build – Crystal Clear
Microsoft clarifies its AI ecosystem ambition. Although the real action was yesterday, Microsoft used its 2024 Build keynote to lay out its proposition to developers for using Microsoft tools to...