China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to...
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products combined with the power of...
The feature is the bug. ChatGPT Enterprise looks like a marketing gimmick to make money rather than a serious attempt to offer generative AI services to corporations as, in my...
USA looks to tighten further. The US Department of Commerce is looking to tighten restrictions on China still further by again lowering the performance bar above which exports to China...
Alexa is the obvious place for generative AI at Amazon Amazon is jumping on the generative AI bandwagon with the intention to use it to power searches on its site,...
Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is to do with inter-chip data...
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.
Meta vs. Nvidia – No competition
Meta is still tinkering with silicon. Meta’s new AI chip is being taken as a competitor to Nvidia but the fact that it does not even remotely compare to Nvidia’s...