Samsung Q1 26 – Memory Monster OpenAI – The sin of spread
Microsoft’s AI is mediocre, and there is no visible fix yet.
There is not much on the table for public market investors.
Europe remains a rounding error.
TurboQuant could easily increase demand for memory.
Google opens a new front against OpenAI and others.
Revenue per GW has to rise.
Arm twists the knife on Intel.
AI is giving the debt markets a bout of indigestion.
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.
Anthropic – Past is prologue
Mythos will be released pretty soon.