I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips it is making which, if...
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have a deep research tool confirming...
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...
The count of equally good models continues to rise xAI has released the latest version of its Grok model and, while it scores very well on all of the most...
There is no GPT-5. OpenAI has disclosed its medium-term roadmap and in the process, effectively admitted that scaling is coming to an end supporting RFM’s long-held view that superintelligent machines...
Apple’s privacy server may have to go Alibaba looks like it will be the launch partner for Apple Intelligence in China but the system that Apple has created remains replete...
Another set of unsubstantiated claims Google has come out swinging against DeepSeek claiming that Gemini is more efficient in both training and inference, but its comments are even more nebulous...
AI is expensive or is it? Amazon reported good results but its inability to accelerate growth at AWS and its $100bn capex bill for 2025 has raised concern just at...
Google Q4 24 – Core business still sound. Alphabet reported disappointing sales as, like Microsoft, it could not keep up with demand for its cloud services, sending the shares down...
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.
Artificial Intelligence– Spray and Pray
Irrational exuberance is still with us. The valuations being attributed to certain AI start-ups who have no products and talk like they don’t care about profit continue to defy reality...