The industry has a very short memory. The fact that no one has noticed that DeepSeek has updated its model is a clear sign that the only thing that was...
Game still on. Another great set of results confirms that the AI boom is still on and that any weakness from Chinese restrictions can easily be resold to other customers....
The most expensive consultant in history. OpenAI will acquire Jony Ive’s hardware start-up at an eye-watering valuation, but it has filed to acquire the man himself full-time, making him the...
Google moves to defend its turf. Although Google is yet to see any impact from OpenAI, Perplexity etc on its Search business, it is moving to future-proof its legacy business,...
Computex Day 2 – Wider and deeper. While Nvidia dominated day 1 with data centre, it was left to the rest of the industry to make the announcements that everyone...
Nvidia is not standing still. Nvidia Founder Jensen Huang opened Computex 2025 with a confident session that launched new products aimed at the enterprise, but also admitted that in the...
Economic gloom shatters AI dreams. Alibaba reported a mediocre set of results, underlining that the task at hand for the Chinese state is to breathe life back into the consumer...
The current game mode is isolation. On top of incentivising the Middle East to pivot West, the US Department of Commerce has warned that the use of Huawei chips is...
Plenty of space, electricity and money The visit of the US President to the Middle East has intensified the friendly competition between Saudi Arabia and the UAE, both of whom...
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.
Samsung & Google – Engineering Disease pt. V
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone will notice given that users...