Nvidia vs. AMD – Game on!
AI developers will decide the outcome Amazon has said that it is considering using AMD’s latest AI training chips, but I suspect that it will...
Autonomous Autos – Still no cigar
Edge cases highlight the ongoing problem. While the world is driving itself into a frenzy over the latest iteration of AI, the older version (over...
Artificial Intelligence – Lifecycle of a bubble
The 4th AI bubble is in full swing. I will be the first to admit that large language models (LLMs) can do far more than...
Tech Newsround – Asian exodus
China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and...
Meta Platforms – Premier league.
Meta is no longer the laggard that it was. I have written many times about the weakness of Meta Platforms when it comes to AI...
Nvidia – Double edged sword.
Open AI is both a blessing and a curse. There is no doubt that Open AI’s viral sensation with ChatGPT has caused Nvidia’s order books...
Open AI – One direction.
Open AI’s future is to be a subsidiary of Microsoft. Open AI has no intention of going public not because the CEO wants to maintain...
Apple – Digital Life Insurance
Apple plants its flag in The Metaverse. Apple has announced its play for The Metaverse but by going at least 3 years early, it has...
Apple WWDC – One missing thing
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to...
About Me
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.
Semiconductors – China and subsidies