IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be the replacement for silicon when...
The race has just begun The contenders are already jostling for position when it comes to ownership of the emerging AI Ecosystem where OpenAI is in the lead, but its...
Alibaba plumbs the depths. Alibaba has lost its crown as the biggest e-commerce company in China to PinDuoDuo, which combined with a botched restructuring and lacklustre results leads one to...
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...
OpenAI makes its play for the AI ecosystem OpenAI is seeking to capitalise on its early lead in AI and change a chatbot into a digital environment where developers go...
Bubble valuations but real use cases. As more and more models are released by companies, start-ups and open source, the harder they will have to work to attract users meaning...
M3 does not wipe the floor with Elite X. Apple launched its next series of M-chips but even though they will all be made on the new 3nm TSMC process,...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
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.
AI Ecosystem– AI Alliance
Meta is the senior partner. Meta is moving to cement its grip on the emerging AI ecosystem by partnering with a range of “have-not” AI companies to increase support of...