Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip companies have a better chance of competing against the incumbent, but as usual, Nvidia has a fix for that. FuriosaAI is a Korean chip company that offers data centre chips for inference which would have...
China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is not as large as many thought, but also indicating that the techniques being employed may be easier than I thought to replicate. This is a theme RFM has been keeping an eye on for a...
Jensen was the coroner, not the murderer. After single-handedly crashing the valuations of the publicly listed quantum computing companies at CES 2025, Jensen Huang graciously hosted a session at GTC giving the quantum companies the opportunity to prove him wrong. The problem is that he was right and all he did in January was point out the obvious fact that...
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and as more details emerge about Dynamo, it is clear to me that this is by far Nvidia’s most important launch of 2025. Dynamo is an operating system for a data centre that is producing tokens...
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for last. Nvidia is leveraging its dominant position in AI training to move quickly into nascent adjacent markets such that when they start to develop, Nvidia will already be the go-to...
Baidu joins the efficiency game. Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is not clear whether Baidu is offering further innovation on efficiency or just a cheaper price to stem market share loss to its rivals. Baidu has released the latest version of its foundation model ERNIE and...
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a strategic shift that increases the probability of the company being broken up but as this cannot be done for some time, one wonders how the new CEO will do anything that changes Intel’s fortunes. Lip-Bu...
The domestic house bot is still a pipe dream. I do not doubt that there is a very large market opportunity to sell robots that can do the housework and many other things but the problem is still so large, that no one is going to get there anytime soon regardless of the hubris and hype being pushed by the...
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own silicon, but it’s a slow process and with Nvidia’s product cadence, I don’t see it being in danger anytime soon. Meta is working with TSMC (and I presume Arm (see...
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 – Foundation Collapse
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI models which to me looks like an attempt to turn foundation models into solar panels which China can then dominate by making them cheaper than anyone else. In solar panels, China undercut everyone else on...