Things are moving again.
$40bn is just the beginning.
The US hardware advantage dwarfs all else.
Sam parks his tanks on Sundar and Mark’s lawn.
Meta makes hay while the sun shines.
AI doomsday chatter dents IPO prospects
The robots are not coming to kill us.
Industry leaders cry wolf again
OpenAI retakes the lead.
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.
AI Datacentres – Greed and Fear
Firmus management shoots itself in the foot.