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 latest processors stack up against the new upstarts. Intel was quick to refute Nvidia’s claim that Moore’s law is dead and if any of its data is accurate, there is...
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 PC makers who matter on stage to extol the virtues of their new AI PCs as well as Qualcomm’s new prowess as a PC chipmaker. Most of the announcements were...
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 curtain on the 3-to-4-year roadmap. This had the added advantage of giving away the fact that the AI industry intends to continue down the road of making models bigger in...
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 working, it is having to play whack-a-mole with a large sledgehammer and wrecking the AI in the process. Google has started putting controls and protections into its AI Overview product...
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 been fixed which is likely to lead to another implosion. This is a risk that Microsoft cannot afford to have materialise and so my long-term expectation remains that it will...
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 that their models can reason which would mark a big step towards truly intelligent machines if it were not demonstrably false. The debate over whether large language models (LLMs) can...
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 suite so far, the main beneficiary of this new cash looks like it will be Nvidia. The AI bubble continues to inflate with another $6bn being raised valuing xAI at...
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 certain that Intel will do fine on the performance counts, it is power consumption and battery life of the devices it powers that will decide whether or not this is...
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 bubble continue to grow and inflate. FQ1 25 revenues / Adj-EPS were $26.0bn / $6.12 ahead of forecasts of $24.6bn / $5.60 and Nvidia signalled that the strength will continue....
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 say very much, it certainly made its presence felt. The main theme of the session was that MediaTek intends to broaden its portfolio to include AI acceleration in the cloud...