Computex 2024 Day 0 – Nvidia – Stealing Thunder
Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story...
Google – The Black Box Problem
The more AI is controlled, the less useful it becomes. Google is scrambling to fix its AI howlers (see here) but because it has no...
OpenAI – Time Bomb
Philanthropy and profits don’t mix. OpenAI looks like a badly run company where there is constant infighting between the executives and the board highlighting that...
Artificial Intelligence – Reasoning Debate
A highly misleading marketing message. In an effort to promote the prowess of their models, the last few weeks have seen the great and the...
xAI – Crowded Market
From investors’ hands to Nvidia’s pockets. xAI has raised $6bn in new funding that will be used to bring products to market and build infrastructure...
Windows on Arm – The Empire Strikes Back
Intel is not going down without a fight. Intel has rushed out a new processor to combat the threat posed by Qualcomm to its laptop...
Nvidia FQ1 25 – Rush!
Competition crushed in the stampede. Nvidia contemptuously swept aside both its critics and its competition and reported another huge set of results that confirmed that...
Microsoft Build – Crystal Clear
Microsoft clarifies its AI ecosystem ambition. Although the real action was yesterday, Microsoft used its 2024 Build keynote to lay out its proposition to developers...
Windows on Arm – Icing on the Cake
CoPilot+ good. Battery life better. Microsoft is so confident that Windows on Arm is going to work that it didn’t even mention this fact when...
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.
Computex 2024 Day 1 – Q & As