Tech Newsround– Nvidia & Microsoft
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps...
Google Hardware– The hits keep on coming
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of...
Microsoft – The pitfalls of success
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the...
GPT-4 – The law of diminishing returns
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to...
Meta Platforms – Give and take pt. II
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the...
Artificial Intelligence – The humans strike back
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving...
Fed vs. Economy – First blood
The Fed claims its first victim. A combination of aggressive Federal Reserve policy and poor management has led to the collapse of Silicon Valley Bank...
USA vs. China – The Netherlands
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China...
Google – Headless chicken pt. II
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of...
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.
Nvidia GTC– Flavour of the month