Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is to do with inter-chip data...
OpenAI is a long way from challenging Google. The hubris around OpenAI following the popularity of ChatGPT continues to grow but the nature of ChatGPT and NLP models, in general,...
Consumer is in trouble. Zoom reported results that show that the pandemic boom is well and truly over and while the valuation has returned to levels that one could consider...
Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not revolutionary updates to the platforms...
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke reasonably optimistically about its outlook....
Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to developers rather than using it...
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of the soft launch of its...
Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that has another high-flying technology stock...
All change at games? There has been chatter for some time that Amazon’s new CEO will put his stamp upon the company by cutting back on some of its stranger...
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.
Amazon – Alexa me too
Alexa is the obvious place for generative AI at Amazon Amazon is jumping on the generative AI bandwagon with the intention to use it to power searches on its site,...