Arm & Apple. The biggest winner from the iPhone 16 launch today could be Arm because if Apple moves to the V9 architecture, it will provide a significant jump...
Aiming for a coalition of like-minded countries. Clamping down on technology exports to China has now become an annual event and this year takes aim at quantum computing and offers...
Where the companies go, the governments will follow. Yet another delay to the EV transition comes as no surprise as the criteria for mass adoption is still far away...
Intel takes the fight to Qualcomm and AMD. Intel has formally launched its answer to the Qualcomm X Elite and AMD’s Ryzen AI 300 series and if its benchmarks...
3rd September 2024: RFM expands its coverage of Artificial Intelligence with an analysis of the emerging AI Ecosystem and how it will evolve over the coming years. RFM subscribers will...
Price and feature erosion are bad signs. One would have expected Anthropic’s latest innovation to be part of its premium tier, but the fact that it is free from...
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor was meeting with President Xi...
Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and raise and so while the...
Cerebras admits it can’t compete in training. Cerebras’ pivot towards inference is both an indication of where the market is going and an admission that when it comes to training,...
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.
Apple – Chugging along
AirPods Pro win a fairly ordinary event. With Apple Intelligence being the big new feature which will come to all iPhone 16 versions and the iPhone 15 Pro, Apple relied...