Pressure is mounting to generate revenue. The early signs of pressure are appearing in the AI industry which looks like a precursor to price erosion which RFM has predicted will...
Money grows on trees until it doesn’t. Capital continues to pour into the AI sector with very little attention being paid to company fundamentals in a sure sign that when...
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history in this area, almost anything...
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...
OpenAI blows itself up yet again. In its rush to discredit Mr Musk’s lawsuit, OpenAI has revealed that it never had any real intention of being open and called attention...
Microsoft needs to acquire OpenAI. Satya Nadella’s tenure at Microsoft has been excellent but I think the one mistake he has made is to open up his company and his...
USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is currently winning the technology war,...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join...
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.
Google AI – Penny Pincher
Gen AI is clearly very expensive to operate. Google is toying with the idea of putting new features of its flagship search service behind a paywall which indicates that the...