Money grows on trees until it doesn’t. Capital continues to pour into the AI sector with very little attention being paid to company fundamentals in a sure sign that when...
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history in this area, almost anything...
Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV shakeout will continue, and I...
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling...
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable...
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines...
Its greatest strength is also its greatest weakness. There is little doubt that Telegram has emerged from the background of the technology industry to drive publicity for an IPO but...
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.
Artificial Intelligence – The business
Pressure is mounting to generate revenue. The early signs of pressure are appearing in the AI industry which looks like a precursor to price erosion which RFM has predicted will...