Technology Newsround – Adobe & Cambricon

Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.

Nvidia & Nebius – The GW Game.

Has Nebius cracked the compute business model?

Artificial Intelligence – Closed Claw

OpenClaw will be a victim of its own success.  

AI Newsround – Memory, OpenAI & Oracle

SK Hynix and Samsung make the first cut. Business model wobbles.

USA vs. China – More of Same

15th 5-year plan will not solve the AI problem.

AI Newsround – Broadcom & Meta

Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.

MWC 2025 Day 2 – 6G: Love of Even Numbers

AI rollout will determine the outcome.

MWC 2025 Day 1 – Mobile goes AI

Nokia doubles down on Nvidia.

USA vs. China – The DeepSeek Effect

DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.