The present is rhyming more with the past.
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
Jensen sets the agenda for Computex 2026
RFM is taking a short break and a road trip. RFM will return on Monday, June 1st.
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.
China vs. USA – The Problem of Scale
China cannot build enough compute