Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as every man and his dog rushes to create a chatbot based on some large language model (LLM) or other. Monica Chen of Digitimes (see here) who is based just around...
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of which would allow a hacker to take over a device simply by knowing its phone number. A range of Samsung devices, Vivo devices, the Pixel 6 and 7 and any device that uses the Exynos...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so no thought is being given to how much it might cost or whether it is a good idea at all. This is typical of a craze, and I suspect that...
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to disclose how many parameters or much compute it took to create raising the possibility that this game is becoming so expensive to play that it will never be commercially viable. GPT-4 is the version of...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up some of these savings leading to less change on the bottom line than expected. A further 10,000 positions are to be eliminated (around 13% of the already reduced workforce) as...
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving just how flawed these systems are and have retaken their rightful place at the top of the game of Go. It was back in 2016 when it was widely declared that the game of Go...
The Fed claims its first victim. A combination of aggressive Federal Reserve policy and poor management has led to the collapse of Silicon Valley Bank causing all sorts of problems for start-up companies and putting much of the start-up and early-stage ecosystem in great peril. Silicon Valley Bank (SVB) has been taken over by the Federal Deposit Insurance Corporation as...
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China but I suspect that these will be slow in coming and be far less wide-reaching than the US would like. The Netherlands’ trade minister has written to the Dutch parliament outlining the new restrictions but...
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of panic that has ensued could see Google rush a product to market that damages the quality and performance of its core services. Google appears to be in full panic mode with Sundar Pichai calling in...
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– Flavour of the month
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago but in this environment, Nvidia is likely to end up with more demand than it can handle but for how long? Nvidia focused almost exclusively on AI at its 1st GTC of 2023 and launched...