Zuckerberg undercuts an industry. Meta Platforms has just dropped a bomb on the generative AI industry by offering more than OpenAI does and doing so for free. Combine this with...
From the ashes of Russia comes something interesting Nebius may not seem very exciting on the surface, but outside of AI infrastructure, the company also has some of the non-Russian...
Its battery life first and AI second. It turns out that as good as the Copilot+ features are, they need a bit more refining before they are widely adopted meaning...
RFM will return after the Eid el Adha holiday on Wednesday 19th June.
The more AI is controlled, the less useful it becomes. Google is scrambling to fix its AI howlers (see here) but because it has no idea how its machines are...
From investors’ hands to Nvidia’s pockets. xAI has raised $6bn in new funding that will be used to bring products to market and build infrastructure but with an unremarkable product...
Intel is not going down without a fight. Intel has rushed out a new processor to combat the threat posed by Qualcomm to its laptop business and while I am...
CoPilot+ good. Battery life better. Microsoft is so confident that Windows on Arm is going to work that it didn’t even mention this fact when it presented its new Arm-powered...
All roads lead to Nvidia. Amazon reported good results that were led by AWS as appending on AI has reignited growth, but capex is growing to support these massive models...
Meta will need to stop making hardware. Meta has decided to open its VR software to 3rd party manufacturers in a sign that Meta is already thinking about the ecosystem...
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.
