Nvidia – Becoming futile. Amazon – The Backstop.
Smart glasses are becoming real.
More apologies are expected.
DeepSeek’s edge has evaporated.
European industry exposes the open secret.
EDA restrictions look like they were a feint.
Economics always wins.
Acquisition remains the most likely outcome.
Open-source strategy unlikely to deliver.
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 – Optimism Unravelling
VivaTech’s dreams are already coming apart.