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.
Micron’s finances are improving faster than its spending.
Telecom and enterprise. China – Stop, start, stop start Retail – OpenAI and Google onboarded. Take Home Message
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.
OpenAI – Empty Table
There is not much on the table for public market investors.