A rapid tour found themes other than Humain. Startups appear capital constrained China Robots – Dancing to the controller Huawei – Data Centre Update
Buying Huawei makes no sense unless they are almost free.
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
Hype tells one story. The stock market tells the opposite.
Everyone says it. No one means it.
Chip smuggling is pretty irrelevant.
TSMC: Good but in line. China: Inference at the edge.
Chinese AI chip makers make no difference to Nvidia et al.
GLM-5.2 can only be competitive on non-Chinese silicon.
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.
USA vs. China – No Contest pt. III
Huawei is already active in Malaysia but not in AI.