Only AGI can prevent a correction. More companies and more models all of whom perform within a fairly close range but consume billions of dollars in investment capital point to a correction and a shake-out that only a few will survive. The advent of generative AI powered by large language models (LLMs) has turned the technology sector and many others...
The problem is much worse than ChatGPT. A hyperbolic keynote and a $300bn rally later and no one has yet asked how Apple will tackle the problem of rolling out its shiny new AI service in China as the architecture of Apple Intelligence runs completely contrary to the way China likes to do things. Apple Intelligence is constructed from three...
Huawei says the quiet part out loud. Huawei has admitted that true leading-edge semiconductor manufacturing is unlikely to be achieved in China, meaning that homegrown technologies that rely on leading-edge semiconductors are going to be more difficult and more expensive to develop. At the 2024 China Mobile Computing Power Network event, Huawei Executive Zhang Pingan gave a keynote where...
RFM will return after the Eid el Adha holiday on Wednesday 19th June.
EU tariffs will weaken demand further. The EU has announced import tariffs on Chinese EVs that are likely to trigger a retaliation and an increase in price to the European consumer of an EV is likely to slow adoption even further. Recent years have seen Chinese companies make real progress in vehicle manufacturing such that they are currently able...
Apple replicates Copilot+ with privacy bells and whistles Apple has made its play in generative AI by picking to copy the best that its competition has to offer and rolling it up with a dedicated server system to ensure that its privacy and security are superior to anything else on offer. Apple Intelligence is a completely closed and exclusive hybrid...
Reminiscent of x86 vs. Arm. The key theme of Computex was the arrival of generative AI on the PC and while most attention was on Copilot+ running on the NPU, Nvidia was quick to remind everyone that if you want real AI horsepower, you need to use an Nvidia graphics card. Copilot+ is a runtime that uses a number of...
Court decides what I have suspected all along Mike Lynch the ex-CEO of Autonomy has the last laugh in the 12-year battle over who was really to blame for HP’s calamitous acquisition of Autonomy which I have long believed was a result of HP’s incompetence and desperation as opposed to criminal activities by Mike Lynch and his team. In 2011,...
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage and although it did not say very much, it certainly made its presence felt. The main theme of the session was that MediaTek intends to broaden its portfolio to include AI acceleration in the cloud...
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 – Dark Horse of WWDC
A winning product with almost no sales. While Apple Intelligence got all of the attention at WWDC, an extraordinary amount of content was provided to developers on how to develop apps for VisionOS for a product that has almost no users. This would appear to be counterintuitive until one considers that in the very long-term some form of augmented reality...