Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the revenues were coming from its...
Valuations are still going up. Cohere, one of the current group of white-hot AI startups has raised money at $5.5bn confirming that the market’s appetite for overvalued paper remains unabated...
The race to the bottom is beginning. OpenAI’s smaller GPT-4o Mini promises to kick off a race to the bottom in terms of pricing as it is only slightly inferior...
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that added confidence that the AI...
ASML bucks the Chinese trend. Excellent results from ASML indicate that China is still buying as much equipment as it can get its hands on but potential further tightening...
More than meets the eye. Contrary to my expectations (see here), SoftBank has acquired AI chipmaker Graphcore for around $600m which is way below its peak valuation meaning that the...
Project Strawberry unlikely to get the cream. OpenAI has come up with a system to rank its progress towards artificial general intelligence (AGI) but apart from the first two, the...
Robotaxis could be a near-fatal disease. Tesla has rallied on a fantasy that I think will never come true even if FSD eventually works but reality has once again decided...
AMD emulates Nvidia but has more to do. AMD is building a vertically integrated AI toolkit based on its silicon but there are two elements still missing that will still...
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.
Nvidia AI Foundry – CUDA II
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s dominance in AI when CUDA...