Chinese models will be more expensive It looks like Huawei will produce 2 versions of its data centre chip this year, but this sudden acceleration of product cadence will not...
Google Q1 25 – Search remains untouchable Google reported good results as Search continues to contemptuously brush off the generative AI threat, giving it time to ensure that it is...
A deeply misleading industry practice. Open AI’s latest model has been demonstrated falling short once again, highlighting that the practice of dressing up product launch press releases as scientific papers...
More about Gemini than Metaverse. Google clearly paid the organisers of TED Talks to demo its developments for the Metaverse, but to be fair to Google, it showed good progress...
AI freight train is still rolling. The threat of tariffs, trade war, China restrictions and stock market volatility have been unable to dent TSMC, which reported good results and underlined...
ASML Q1 25: The tariff effect. ASML reported reasonable Q1 25 results, but its order book was way adrift of expectations, which I take as a sign of weakness in...
The screw is given another turn. While it is not very difficult to make an argument for banning the sales of advanced chips into China, giving Nvidia no warning and...
Nvidia – Window dressing Nvidia is signing up to make products in the USA which is a move I suspect that it was already executing but it will have done...
I don’t think Wayve is going to make it. Wayve’s deal with Nissan is a big shot in the arm for the “brute force” approach to autonomous driving, but Nissan...
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.
Alibaba AI – The Edge Game
Inference at the edge moves forward. Alibaba has added to the ever-increasing deluge of AI models with the release of Qwen3 which it claims is better, faster and more efficient...