I don’t expect this fight to last long.
Oracle gets a provisional B+ for AI Infrastructure
China cannot build enough compute
Sniping from the back of the pack.
A blip and a warning.
The present is rhyming more with the past.
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
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.
Technology Newsround – OpenAI & Adobe
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