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Eco-systems

Nvidia FQ4 24 – The Rollercoaster

A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster continues, Nvidia is the occupant...

Graphcore – The have nots

Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...

Open AI vs. Google – No lunch

OpenAI and Microsoft will be unable to eat Google’s lunch Having failed to move the search market with ChatGPT, OpenAI is developing a product specifically designed to replace search, but...

Apple – Returning Vision

A good effort but too early. Some users are starting to return the Apple Vision Pro in a sign that while Apple has clearly demonstrated how The Metaverse should be...

Nvidia – Chat with RTX

Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to...

OpenAI – Numbers game

OpenAI’s numbers look like they have been cherry-picked. OpenAI’s growth looks explosive at first glance but digging into some of the details and making deductions along the way results in...

Artificial Intelligence – Expected unreality

Mr Altman’s agenda continues to defy gravity and reality. Sam Altman and Open AI appear to be intending to take over both the entire technology industry and everyone’s personal devices...

Google Gemini – More of same.

It will soon be much cheaper. Google has launched a new version of its generative AI and followed everyone else down the $20 per user per month business model, but...

Arm FQ3 24 – AI Pixie Dust

Arm silences the critics of last quarter Arm topped off a good set of earnings that silenced its critics and added a sprinkle of AI pixie dust that gave the...

USA vs. China – Road to Nowhere

Multi-patterning is an economic dead end. Huawei and SMIC appear to be in a position to mass manufacture leading-edge semiconductors but flooding the market with cheap semiconductors will require them...