USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which will slow China’s strategy to...
Crypto gives Nvidia a big headache. Nvidia reported difficult results and soft guidance as the hangover from the crypto party continues to be a big headache. FQ2 2023 revenues /...
Exiting miners hammer Nvidia’s numbers Nvidia issued a warning on its Q3 2022 performance as the crypto crash and subsequent winter have hammered demand for graphics cards that are used...
AlphaFold almost fulfils its promise. DeepMind has expanded a crucial biological database by 200x confirming that an entire branch of scientific enquiry is now virtually obsolete. AlphaFold is DeepMind’s algorithm...
The pie has crashed back to earth. Another autonomous driving upstart is cutting back staff in order to preserve dwindling cash as revenues remain years away and current conditions will...
2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023 which I continue to think...
AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of the California DMV data as...
I don’t think LaMDA is anywhere close to being sentient. Another disagreement between Google and one of its researchers has sparked a big debate on whether AI has become sentient,...
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of the soft launch of its...
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.
Apple & YMTC – Insurance backfire
Apple likely to drop its insurance policy. Apple is demonstrating just how difficult it is to keep both the Chinese Communist Party and the US Congress happy at the same...