GLM-5.2 can only be competitive on non-Chinese silicon.
China cannot build enough compute
Causality again! China’s real edge
Huawei will produce a tiny fraction of global compute.
V4 shows the impact of US export restrictions.
The IP theft argument is pretty weak
The outlook for AI in China is completely unknown.
Telecom and enterprise. China – Stop, start, stop start Retail – OpenAI and Google onboarded. Take Home Message
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.
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.
China vs. USA – No Difference
Chinese AI chip makers make no difference to Nvidia et al.