USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is currently winning the technology war, meaning that China needs to stop hammering its homegrown companies if it wants to compete effectively. This week is the annual National People’s Congress which serves as a platform for...
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that Meta Platforms is determined to ensure that its business is never again hostage to a foreign platform. The Information is reporting that Google approached Meta to jointly create a platform for the Metaverse and that...
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a vehicle, refocusing the resources on generative AI. Project Titan has been in and out of the news for many years and, while the technology media has routinely jumped up and down with excitement, this project...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is the opportunity to descend into the bowels of the show and filter through thousands of start-ups which have a huge range in terms of quality. The problem this year is...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join them. The newly launched AI Hub is Qualcomm’s shot at replicating the success of CUDA but to do so for inference on devices rather than training in the cloud. AI...
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as they have ever been and the queues for loos and to buy a sandwich are fully back to historic norms. There is also more on display in terms of vendors,...
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely the first change in a series of many that intend to end in a complete takeover of the infotainment hardware and software by Apple. Needless to say, this will be a disaster for the OEMs...
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster continues, Nvidia is the occupant in the train and will continue to experience a wild ride. FQ4 24 revenues / EPS were $22.1bn / $4.93 nicely ahead of forecasts of $20.4bn / $4.59 and there...
Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and it can give Graphcore the one thing it really lacks, customers. Despite early success, AI chipmaker Graphcore is in trouble and having failed to raise more money, is seeking a...
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.
The Metaverse – The halo effect
Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it has been greatly helped by Apple giving the market legitimacy and Pico bowing out. It looks as if Q4 23 saw a good recovery for VR and AR with a big bounce YoY in shipments...