Qualcomm bets against high-bandwidth memory
No real progress other than on bloat.
Atlas is an attempt to monetise the 700m.
I think China is responsible for almost all of Nvidia’s China issues.
…and sloppy fact-checking.
GITEX has become a proper trade show.
More Intel than Nvidia
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.
Microsoft & OpenAI – Fudge Pie
Still space for major problems.