Qwen moves out front
A lot of the mutterings don’t hold water.
The Middle East – Gimme chips! Gemini 3 – Competent but annoying
Nvidia does enough to keep the party going
The real problem is economics.
SoftBank – Storm in a teacup. Meta Platforms – Commercial Pressure.
CoreWeave Q3 2025 – Have. Intel – Have not.
Mr Altman sounds more like the leader of a religion than a company CEO.
Data centre is the elephant the market is ignoring.
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.
European AI – Prevarication and Delay
Europe is still fiddling