Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip companies have a better chance...
China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is not as large as many...
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and as more details emerge about...
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for...
Baidu joins the efficiency game. Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is not clear whether Baidu is...
The domestic house bot is still a pipe dream. I do not doubt that there is a very large market opportunity to sell robots that can do the housework and...
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...
AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence services are being delayed again...
Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down, I suspect the real story...
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.
China vs. USA – Foundation Collapse
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI models which to me looks...