Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...
OpenAI and Microsoft will be unable to eat Google’s lunch Having failed to move the search market with ChatGPT, OpenAI is developing a product specifically designed to replace search, but...
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to...
OpenAI’s numbers look like they have been cherry-picked. OpenAI’s growth looks explosive at first glance but digging into some of the details and making deductions along the way results in...
Mr Altman’s agenda continues to defy gravity and reality. Sam Altman and Open AI appear to be intending to take over both the entire technology industry and everyone’s personal devices...
It will soon be much cheaper. Google has launched a new version of its generative AI and followed everyone else down the $20 per user per month business model, but...
Arm silences the critics of last quarter Arm topped off a good set of earnings that silenced its critics and added a sprinkle of AI pixie dust that gave the...
Foundation model is to AI what OS is to smartphone. While everyone is going to be focused on inference in 2024, the real action is going to be in the...
Meta pushes the open-source button. Excellent results, more fat trimming, a dividend, and a share buyback hid higher losses from the Metaverse and more capex allowing a fire to be...
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 FQ4 24 – The Rollercoaster
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster continues, Nvidia is the occupant...