What Jensen loses now, he will more than make up in the long run.
The have-not is hurting
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
Bee tells the story of Amazon AI.
TSMC Q2 2025 – Compare and contrast OpenAI – Getting Googled
VivaTech’s dreams are already coming apart.
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of a fall in demand or...
Microsoft holds most of the cards in this fight. OpenAI and Microsoft are increasingly at odds over what position Microsoft will have in OpenAI once it has restructured into a...
AMD offers a growing but still small challenge. AMD has followed Nvidia’s lead in teasing its roadmap early, but also launched new chips, which it claims are just as good...
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.
Huawei vs. Nvidia – No Contest
Nvidia is 32x more efficient than Huawei.