Google opens a new front against OpenAI and others.
Revenue per GW has to rise.
Arm twists the knife on Intel.
A keynote that needs human inference to fully understand.
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.
Has Nebius cracked the compute business model?
Revenue is not the problem.
SK Hynix and Samsung make the first cut. Business model wobbles.
Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
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.
Google TurboQuant – Demand Driver
TurboQuant could easily increase demand for memory.