Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story more accessible and lifted the curtain on the 3-to-4-year roadmap. This had the added advantage of giving away the fact that the AI industry intends to continue down the road of making models bigger in...
The more AI is controlled, the less useful it becomes. Google is scrambling to fix its AI howlers (see here) but because it has no idea how its machines are working, it is having to play whack-a-mole with a large sledgehammer and wrecking the AI in the process. Google has started putting controls and protections into its AI Overview product...
Philanthropy and profits don’t mix. OpenAI looks like a badly run company where there is constant infighting between the executives and the board highlighting that the core problems have not been fixed which is likely to lead to another implosion. This is a risk that Microsoft cannot afford to have materialise and so my long-term expectation remains that it will...
A highly misleading marketing message. In an effort to promote the prowess of their models, the last few weeks have seen the great and the good in generative AI claim that their models can reason which would mark a big step towards truly intelligent machines if it were not demonstrably false. The debate over whether large language models (LLMs) can...
From investors’ hands to Nvidia’s pockets. xAI has raised $6bn in new funding that will be used to bring products to market and build infrastructure but with an unremarkable product suite so far, the main beneficiary of this new cash looks like it will be Nvidia. The AI bubble continues to inflate with another $6bn being raised valuing xAI at...
Intel is not going down without a fight. Intel has rushed out a new processor to combat the threat posed by Qualcomm to its laptop business and while I am certain that Intel will do fine on the performance counts, it is power consumption and battery life of the devices it powers that will decide whether or not this is...
Competition crushed in the stampede. Nvidia contemptuously swept aside both its critics and its competition and reported another huge set of results that confirmed that the AI frenzy and the bubble continue to grow and inflate. FQ1 25 revenues / Adj-EPS were $26.0bn / $6.12 ahead of forecasts of $24.6bn / $5.60 and Nvidia signalled that the strength will continue....
Microsoft clarifies its AI ecosystem ambition. Although the real action was yesterday, Microsoft used its 2024 Build keynote to lay out its proposition to developers for using Microsoft tools to build AI and it did a far better job of it than Google and in half the time. Microsoft’s message was very clear in that it showed the AI technology...
CoPilot+ good. Battery life better. Microsoft is so confident that Windows on Arm is going to work that it didn’t even mention this fact when it presented its new Arm-powered devices leaving AMD and Intel with everything to do. In a very carefully scripted keynote (see here) Microsoft launched two new Surface devices and showcased more than ten others all...
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.
Computex 2024 Day 1 – Q & As
Third time lucky for Windows on Arm. Qualcomm: Swinging for the fence. With branded shoes and a flashy t-shirt, Copilot+’s most enthusiastic fan made his Computex debut bringing all the PC makers who matter on stage to extol the virtues of their new AI PCs as well as Qualcomm’s new prowess as a PC chipmaker. Most of the announcements were...