Discussions do not mean a deal. A deal with Google to provide generative AI services for the Apple ecosystem would be a desperate move because Apple would be at risk of ceding more of the value in its ecosystem to Google which will not be easily taken back. The New York Times has added its voice to Bloomberg’s in terms...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase the degree of its entrenchment which will support its revenues and gross margins for some time yet. The highlights were: First, Blackwell: which replaces Hopper and once again puts Nvidia...
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines but represents a great opportunity for MediaTek to pick up business for its new automotive products. The Chinese state is asking EV makers to source semiconductors for their vehicles from...
TikTok makes the USA’s case for it. The chances of TikTok coming under severe pressure have increased with the passage of the bill through the House of Representatives and with TikTok’s recent actions offering a clear demonstration as to why the bill has been put together in the first place. The bill gives ByteDance 180 days to divest TikTok to...
Its greatest strength is also its greatest weakness. There is little doubt that Telegram has emerged from the background of the technology industry to drive publicity for an IPO but there are substantial hurdles to an IPO which may well see it retreat back into the shadows. Telegram is a security-focused chat app like WhatsApp founded in 2013 so that...
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors is almost ready for launch and this time it might just work. Intel has more than enough reason to scoff at the prospect of losing market share in laptop processors...
ByteDance is back in the crosshairs. The fuss over TikTok which seemed to have died down following the change of administration in 2021 is back on but simply divesting TikTok is not going to be simple because the company uses Chinese technology that the CCP does not want in foreign hands. China is the one thing that both sides of...
OpenAI blows itself up yet again. In its rush to discredit Mr Musk’s lawsuit, OpenAI has revealed that it never had any real intention of being open and called attention to the fact that the company has strayed very far indeed from its original mission statement. The problem for OpenAI is that its image for honesty and its position as...
Microsoft needs to acquire OpenAI. Satya Nadella’s tenure at Microsoft has been excellent but I think the one mistake he has made is to open up his company and his core business to the risk represented by the chaotic and deeply conflicted governance of Open AI. The solution is to acquire the company which I suspect will happen once the...
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.
Nvidia GTC 2024 Day 2 – Picks and shovels
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which is a reflection of Nvidia’s approach to provide the tools to bring whatever works now to market and worry about the rest later. The COVID pandemic conclusively proved that online...