Chip smuggling is pretty irrelevant.
TSMC: Good but in line. China: Inference at the edge.
Make hay while the sun shines.
Some adjustment may be needed at IPO
Chinese AI chip makers make no difference to Nvidia et al.
Better lucky than good.
Meta becomes interesting.
OpenAI could be the dark horse of the AI industry.
GLM-5.2 can only be competitive on non-Chinese silicon.
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.
IBM – SaaSpocalyspe?
An example of one to have avoided.