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...
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...
Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese state may have had enough...
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...
The big question is why China has allowed R1 to be exported. DeepSeek is quickly becoming infamous as Western companies, institutions and governments ban the use of the DeepSeek chatbot...
DeepSeek’s techniques need to be independently verified. It is not DeepSeek R1’s performance that is surprising, but how cheaply the company was able to train its model that has sent...
DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at face value, it looks like...
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.
DeepSeek – Maths Matters
DeepSeek can’t count. In a bizarre statement made on GitHub over the weekend (see here), DeepSeek has laid claim to 545% profit margins which is a mathematical impossibility. This leads...