Sovereign AI – European Rebellion
European industry exposes the open secret.
China vs. USA – Wheeler Dealer
EDA restrictions look like they were a feint.
China vs. USA – The Hidden Edge
Economics always wins.
Apple AI – Desperate Times.
Acquisition remains the most likely outcome.
China vs. USA – Rinse and Repeat
Open-source strategy unlikely to deliver.
Research Publication – Artificial Intelligence – Robotics – The Long Dawn
Robots have great promise, but it is going to be a very long wait. As usual with systems powered by AI, the problem remains causality,...
Micron FQ3 25 & Nvidia – Party On!
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of...
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...
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 – DeepSeek Disappearing