Nebius – The Phoenix.
From the ashes of Russia comes something interesting Nebius may not seem very exciting on the surface, but outside of AI infrastructure, the company also...
TSMC Q2 24 – Still Rolling
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that...
USA vs. China – Closing Loopholes
ASML bucks the Chinese trend. Excellent results from ASML indicate that China is still buying as much equipment as it can get its hands...
SoftBank and Graphcore – AI Armoury
More than meets the eye. Contrary to my expectations (see here), SoftBank has acquired AI chipmaker Graphcore for around $600m which is way below its...
OpenAI – Strawberries and Cream
Project Strawberry unlikely to get the cream. OpenAI has come up with a system to rank its progress towards artificial general intelligence (AGI) but apart...
Tesla – More of Same
Robotaxis could be a near-fatal disease. Tesla has rallied on a fantasy that I think will never come true even if FSD eventually works but...
AMD – The Blueprint
AMD emulates Nvidia but has more to do. AMD is building a vertically integrated AI toolkit based on its silicon but there are two elements...
Windows on Arm – Trump Card
Its battery life first and AI second. It turns out that as good as the Copilot+ features are, they need a bit more refining before...
Lucid Motors – Off the Bottom?
Higher shipments at negative gross margins are not good news. Lucid Motors has preannounced its shipments for Q2 24 where it managed an impressive jump...
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 – Better, Smaller, Cheaper