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Tencent Q4 2022 – Somewhat green

Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of this recovery and action from...

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...

Tech Newsround– Nvidia & Microsoft

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...

Google Hardware– The hits keep on coming

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...

Microsoft – The pitfalls of success

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...

Meta Platforms – Give and take pt. II

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 – Headless chicken pt. II

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...

Meta Platforms – Give and take

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...

Artificial Intelligence – The madness of crowds

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,...

MWC 2023 Day 3 – Fair nightmare

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...