Nanny regulator comes to the rescue. It is no coincidence that it is the German regulatory authority that is taking issue with Google’s automotive business model as it is German...
Intel – Germany 1. Intel 1. Intel has announced that it will nearly double its investments in Germany in return for a 47% increase in subsidy from the German state...
AI needs to reside in the vehicle to work well. Mercedes is exploring enabling ChatGPT in the vehicle but I think it should be looking at implementing it directly in...
Micron – Collateral damage In an attempt to overturn the ban that China has placed on its chips, Micron has committed to invest $602m in its chip-packaging plant in China...
AI developers will decide the outcome Amazon has said that it is considering using AMD’s latest AI training chips, but I suspect that it will be the developers and potentially...
Edge cases highlight the ongoing problem. While the world is driving itself into a frenzy over the latest iteration of AI, the older version (over which everyone went crazy in...
The 4th AI bubble is in full swing. I will be the first to admit that large language models (LLMs) can do far more than I expected but the problem...
China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and other South Asian countries competing...
Meta is no longer the laggard that it was. I have written many times about the weakness of Meta Platforms when it comes to AI but it has improved a...
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 vs. USA – Inconsequential acceleration
Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions put in place by Japan...