Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was really all about how its...
Third time lucky for Windows on Arm. Qualcomm: Swinging for the fence. With branded shoes and a flashy t-shirt, Copilot+’s most enthusiastic fan made his Computex debut bringing all the...
Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story more accessible and lifted the...
Philanthropy and profits don’t mix. OpenAI looks like a badly run company where there is constant infighting between the executives and the board highlighting that the core problems have not...
A highly misleading marketing message. In an effort to promote the prowess of their models, the last few weeks have seen the great and the good in generative AI claim...
Competition crushed in the stampede. Nvidia contemptuously swept aside both its critics and its competition and reported another huge set of results that confirmed that the AI frenzy and the...
Microsoft clarifies its AI ecosystem ambition. Although the real action was yesterday, Microsoft used its 2024 Build keynote to lay out its proposition to developers for using Microsoft tools to...
The financial noose tightens. The end of Fisker, the imminent end of several others as well as worsening financial conditions in China clearly point to the ongoing slowdown and shakeout...
Arm’s 3rd shot at Windows laptops might just work. Apart from AI, Microsoft Build is likely to see the main launch of Qualcomm, Arm & Microsoft’s 3rd attempt at addressing...
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.
Computex 2024 Day 3 – Box and Horses
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage and although it did not...