Nvidia moves to preserve its dominance
Credibility is the real win for Cerebras Systems.
The business model does not quite work.
Argument for exports is weaker.
China is the roadblock, not the White House.
Europe is still fiddling
Qwen moves out front
A lot of the mutterings don’t hold water.
The Middle East – Gimme chips! Gemini 3 – Competent but annoying
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.
Artificial Intelligence – Crazy Economics
The business model of compute needs an urgent fix.