Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of this recovery and action from...
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago but in this environment, Nvidia...
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as...
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of which would allow a hacker...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so...
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to disclose how many parameters or...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up...
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving just how flawed these systems...
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China but I suspect that these...
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.
TikTok – Chewed up.
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely to end in an outright...