Google Robotics– Early Days
Another use case for AI at the edge. Google’s latest release demonstrates a major use case for running AI on devices, but there are still...
China vs. USA – All the Sevens
7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient...
OpenAI vs. Microsoft – Soap Opera
Microsoft holds most of the cards in this fight. OpenAI and Microsoft are increasingly at odds over what position Microsoft will have in OpenAI once...
Waymo – The Supplier
Waymo will enable Robotaxis, not operate them. Waymo’s application for a licence to operate in New York City is more about data gathering and working...
Apple and Amazon – The Have Nots.
It is no coincidence that Apple and Amazon are AI’s biggest detractors. Competition in AI is spilling over into public relations and marketing and I...
AMD – Small Beginnings.
AMD offers a growing but still small challenge. AMD has followed Nvidia’s lead in teasing its roadmap early, but also launched new chips, which it...
Meta and Scale AI – Catch Up.
The problem is more fundamental than data. Meta is investing $14.2bn for both a 49% stake in Scale AI and the services of its founder,...
VivaTech 25 Day 2 – League of Nations
Europe needs to walk not talk VivaTech is full of ambition and plans for Europe to become an AI superpower, but this will require immediate...
VivaTech 25 Day 1 – Anchor Tenant
Nvidia lends Europe some of its shine. Nvidia’s support of VivaTech gives it a greater level of credibility, which combined with Europe emerging from its...
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.
Micron FQ3 25 & Nvidia – Party On!