GTC 2026 Day 1 – Requiring Inference
A keynote that needs human inference to fully understand.
Artificial Intelligence – Scaling Debate pt. II
Scaling has pretty much run its course.
Technology Newsround – Adobe & Cambricon
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.
Nvidia & Nebius – The GW Game.
Has Nebius cracked the compute business model?
Oracle FQ3 26 – Outlook Overstated.
Revenue is not the problem.
Artificial Intelligence – Closed Claw
OpenClaw will be a victim of its own success.
AI Newsround – Memory, OpenAI & Oracle
SK Hynix and Samsung make the first cut. Business model wobbles.
USA vs. China – More of Same
15th 5-year plan will not solve the AI problem.
AI Newsround – Broadcom & Meta
Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
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.
GTC 2026 Day 2 – Cementing Dominance