7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient in semiconductors, the evidence points to the contrary, meaning that China is, in all likelihood, stuck at 7nm with an increasingly uncompetitive process. This means that when it comes to a choice, the Western variant...
Microsoft holds most of the cards in this fight. OpenAI and Microsoft are increasingly at odds over what position Microsoft will have in OpenAI once it has restructured into a for-profit company, but OpenAI’s need for cash from SoftBank and the contracts it has already signed mean that Microsoft has the upper hand. OpenAI’s $40bn financing from SoftBank requires that...
Waymo will enable Robotaxis, not operate them. Waymo’s application for a licence to operate in New York City is more about data gathering and working out how to operate in one of the most complex road environments in the world, and less about an imminent strategy to become a robotaxi operator. Waymo has applied for a permit to operate its...
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 coincidence that the two companies that have the most to gain from an implosion of the AI proposition are also its biggest detractors. Following on from two pseudo-scientific papers from...
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 as Nvidia’s and in some cases better, but without CUDA, it is still going to be an uphill struggle. However, the AI datacentre chip market is coming AMD’s way as...
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 of its Llama models improve, but will not give Meta an edge that will allow it to create super-intelligent machines before anybody else. This investment also creates a conflict of...
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 risk taking and entrepreneurialism that Europe has historically not been very good at. This is a significantly larger VivaTech than I have seen in past years and it is not...
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 chance to catch up as long as the regulators can get out of the way. VivaTech is now one of Europe’s larger technology shows following the boost that Nvidia has...
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 company is a gigantic global corporation is an indication that its business model is fundamentally flawed with the real winners from this profligacy being its suppliers such as Nvidia, CoreWeave....
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.
Google Robotics– Early Days
Another use case for AI at the edge. Google’s latest release demonstrates a major use case for running AI on devices, but there are still so many shortcomings that this gigantic opportunity may not materialise for many years. Google has launched Gemini Robotics On-Device, a Vision-Language-Action (VLA) model which has been optimised to run locally as opposed to in the...