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...
VivaTech is a chance for Europe to stake its claim. While the corporate world is rapidly adapting to AI becoming a part of daily business, many governments of the world...
Nvidia is not standing still. Nvidia Founder Jensen Huang opened Computex 2025 with a confident session that launched new products aimed at the enterprise, but also admitted that in the...
The current game mode is isolation. On top of incentivising the Middle East to pivot West, the US Department of Commerce has warned that the use of Huawei chips is...
Plenty of space, electricity and money The visit of the US President to the Middle East has intensified the friendly competition between Saudi Arabia and the UAE, both of whom...
USA / China spoils the party. AMD’s excellent results show that it is taking share from Intel in PCs as well as gaining share in the data centre as inference...
Apple FQ2 25 – AI not a problem yet, but tariffs bite. Apple reported good results, but then guided weakly as it warned of a $900m tariff impact that sent...
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send the shares down 6%, creating...
Google Q1 25 – Search remains untouchable Google reported good results as Search continues to contemptuously brush off the generative AI threat, giving it time to ensure that it is...
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.
OpenAI vs. Microsoft – Soap Opera
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...