AMD & The AI Ecosystem– The wrong tree
Jensen will not be losing much sleep yet. AMD has unveiled a fearsome competitor to Nvidia’s H100 and H200 series but does not seem to...
AI Ecosystem– Google Gemini
Google gets its act together. Google has stopped panicking (see here) and launched a new large language model (LLM) which it claims takes multimodality to...
AI Ecosystem– AI Alliance
Meta is the senior partner. Meta is moving to cement its grip on the emerging AI ecosystem by partnering with a range of “have-not” AI...
Tech Newsround – Quantum & Nvidia
IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be...
AI Ecosystem – Starter’s Orders
The race has just begun The contenders are already jostling for position when it comes to ownership of the emerging AI Ecosystem where OpenAI is...
Qualcomm vs. Apple – Black Magic pt. II
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a...
Alibaba – Nadir of fortunes.
Alibaba plumbs the depths. Alibaba has lost its crown as the biggest e-commerce company in China to PinDuoDuo, which combined with a botched restructuring and...
Amazon AWS re:Invent – Show stolen.
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on...
OpenAI – Reality Test.
The valuation event will speak volumes. Although OpenAI is probably worth more now than it was 2 weeks ago, the share sale is unlikely to...
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– Regulatory debate pt. IV