7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient in semiconductors, the evidence points...
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...
Waymo will enable Robotaxis, not operate them. Waymo’s application for a licence to operate in New York City is more about data gathering and working out how to operate in...
It is no coincidence that Apple and Amazon are AI’s biggest detractors. Competition in AI is spilling over into public relations and marketing and I think that it is no...
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...
The problem is more fundamental than data. Meta is investing $14.2bn for both a 49% stake in Scale AI and the services of its founder, which will help the quality...
Europe needs to walk not talk VivaTech is full of ambition and plans for Europe to become an AI superpower, but this will require immediate action and a level of...
Nvidia lends Europe some of its shine. Nvidia’s support of VivaTech gives it a greater level of credibility, which combined with Europe emerging from its AI slumber, gives it a...
OpenAI promotes suppliers’ shares over its own. OpenAI’s revenue is on track to hit $10bn in 2025 and $125bn in 2029 but the fact it won’t make money until the...
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.
Micron FQ3 25 & Nvidia – Party On!
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...