Google TurboQuant – Demand Driver
TurboQuant could easily increase demand for memory.
AI Ecosystem – Breaking Barriers
Google opens a new front against OpenAI and others.
OpenAI – Token Economics
Revenue per GW has to rise.
Arm – Feeling Chipper
Arm twists the knife on Intel.
Artificial Intelligence – Debt Debate pt. II
AI is giving the debt markets a bout of indigestion.
China Tech – Local Syndrome
The outlook for AI in China is completely unknown.
Micron FQ2 26 – The Price of the Boom
Micron’s finances are improving faster than its spending.
GTC 2026 Day 2 – Cementing Dominance
Telecom and enterprise. China – Stop, start, stop start Retail – OpenAI and Google onboarded. Take Home Message
GTC 2026 Day 1 – Requiring Inference
A keynote that needs human inference to fully understand.
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.
European AI – A Drop in the Ocean