Gone Camel Racing – Back April 7th
RFM has taken a short break for the end of the camel racing season and will return on April 7th.
OpenAI – Binary decision
Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient...
China vs. USA – Foundation Collapse
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI...
Artificial Intelligence – The Dynamo Effect
Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip...
China AI – The Efficiency Game
China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is...
GTC Day 3 – Quantum Apology Tour
Jensen was the coroner, not the murderer. After single-handedly crashing the valuations of the publicly listed quantum computing companies at CES 2025, Jensen Huang graciously...
Nvidia & Samsung – GTC Day 2
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and...
Nvidia GTC 2025 – Spread Betting
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where...
Baidu AI – Keeping Up Appearances
Baidu joins the efficiency game. Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is...
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.
Autonomous Autos – Hard Economics