Sovereign AI – World Cup of States
VivaTech is a chance for Europe to stake its claim. While the corporate world is rapidly adapting to AI becoming a part of daily business,...
Arm – Balancing Act Pt. II
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds...
USA vs. China – Another Brick in the Wall
The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will...
Samsung & Google – Engineering Disease pt. V
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone...
Artificial Intelligence – DeepSeek Who?
The industry has a very short memory. The fact that no one has noticed that DeepSeek has updated its model is a clear sign that...
Nvidia FQ1 26 – China? What China?
Game still on. Another great set of results confirms that the AI boom is still on and that any weakness from Chinese restrictions can easily...
Qualcomm vs. Apple – Another Fight Coming
Apple is itching to restart the fight but there is a limited window. While it is clear that Qualcomm’s modems are still far better than...
China EV – The shakeout
There will be fewer Chinese car makers. Recent price cuts from BYD are accelerating a price war against a backdrop of weak domestic demand, meaning...
MediaTek & Nvidia – Rumblings from Computex
Rumour is much worse than reality. Aside from Nvidia opening up the data centre CPU market, MediaTek was expected to enter the PC CPU market,...
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.
Artificial Intelligence – Reasoning Debate pt. IV