Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as...
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of which would allow a hacker...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up...
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of panic that has ensued could...
Zuckerberg giveth and he taketh away. Meta Platforms is giving to its investors with further job cuts likely but at the same time taking it away by cutting the price...
Generative AI has bubble written all over it. The signs are everywhere from ridiculous valuations to outlandish use cases and every man and his dog now wanting to build one,...
Subsidising failure is a bad idea. The most recent debate doing the rounds at MWC is the idea that Big Tech should pay some of the cost of rolling out...
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and gloom as one presentation after...
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 GTC– Flavour of the month
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago but in this environment, Nvidia...