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...
Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of its user experience in the...
Apple sticks the knife in AGI, but it has an agenda. Apple has a new paper that once again demonstrates LLM and reasoning models’ inability to truly reason, but it...
VivaTech is a chance for Europe to stake its claim. While the corporate world is rapidly adapting to AI becoming a part of daily business, many governments of the world...
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds is whether Arm is going...
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.
Apple and Amazon – The Have Nots.
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...