Partnership does not materially change the landscape.
Humain tells only half of the story.
Nvidia is 32x more efficient than Huawei.
What Jensen loses now, he will more than make up in the long run.
A mountain is being made of a molehill
AI Ecosystem: Gemini – No. 1 Banana Memory – HBM4: Ready to go
The water becomes much clearer.
Robotaxis: Yet another player. AI Rollout: Still going strong.
The doomers are wrong, but not as much as the cool-aid crowd.
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.
OpenAI & AMD – Power Dynamic
2nd largest frame order in history.