Tech Newsround – Nvidia & Amazon
Nvidia – Becoming futile. Amazon – The Backstop.
The Metaverse – Meta’s Moves
Smart glasses are becoming real.
Samsung Q2 25 – Nadir of Fortunes
More apologies are expected.
Artificial Intelligence – DeepSeek Disappearing
DeepSeek’s edge has evaporated.
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.
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 – Optimism Unravelling