Microsoft’s AI is mediocre, and there is no visible fix yet.
There is not much on the table for public market investors.
Europe remains a rounding error.
TurboQuant could easily increase demand for memory.
Google opens a new front against OpenAI and others.
Revenue per GW has to rise.
Arm twists the knife on Intel.
AI is giving the debt markets a bout of indigestion.
The outlook for AI in China is completely unknown.
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.
Tech Newsround – Samsung & OpenAI
Samsung Q1 26 – Memory Monster OpenAI – The sin of spread