China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI models which to me looks...
Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip companies have a better chance...
China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is not as large as many...
Jensen was the coroner, not the murderer. After single-handedly crashing the valuations of the publicly listed quantum computing companies at CES 2025, Jensen Huang graciously hosted a session at GTC...
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and as more details emerge about...
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for...
Baidu joins the efficiency game. Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is not clear whether Baidu is...
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a strategic shift that increases the...
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...
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.
OpenAI – Binary decision
Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient like its Chinese competitors meaning...