Rumour is much worse than reality. Aside from Nvidia opening up the data centre CPU market, MediaTek was expected to enter the PC CPU market, but with nothing more than...
The most expensive consultant in history. OpenAI will acquire Jony Ive’s hardware start-up at an eye-watering valuation, but it has filed to acquire the man himself full-time, making him the...
Google moves to defend its turf. Although Google is yet to see any impact from OpenAI, Perplexity etc on its Search business, it is moving to future-proof its legacy business,...
Computex Day 2 – Wider and deeper. While Nvidia dominated day 1 with data centre, it was left to the rest of the industry to make the announcements that everyone...
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...
Economic gloom shatters AI dreams. Alibaba reported a mediocre set of results, underlining that the task at hand for the Chinese state is to breathe life back into the consumer...
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...
Worries have already evaporated Arm reported good results but guided weakly as a result of trade issues which already look like they will not come to pass which is why...
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.
China EV – The shakeout
There will be fewer Chinese car makers. Recent price cuts from BYD are accelerating a price war against a backdrop of weak domestic demand, meaning that the inevitable consolidation of...