DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at face value, it looks like...
Huawei has no chance but will gain domestic share anyway When it comes to performance, Huawei’s chips have no chance of beating Nvidia in a straight fight, but with a...
Right idea but execution will be everything Mercedes will be using Google’s Gemini LLM to power its in-vehicle digital assistant in the 2026 CLA in a move that is much...
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does have a license for V9...
An unreliable agent is worse than useless. Agentic AI is all the rage but a recent product launch from OpenAI demonstrates that LLMs lack some of the essential qualities to...
I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago that make life harder for...
Another edition of the traditional post-CES report highlights interesting things and trends that the tech media ignored or missed. Donut – Zero or Hero? The top spot goes to Donut...
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere at the same time as...
Busy floors, apocryphal autonomous driving Floor report – Orderly business The floor was even busier on Day 2 than it was on Day 1 but the chaos that usually accompanies...
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.
Stargate & AI – Magic Money Tree pt. III
A project for which hardly anyone has the money. Stargate is an ambitious project to build up to $500bn of AI Cloud capacity but does not take into account the...