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...
Even small errors can sink a proposition. The internet is agog with OpenAI’s latest creation but once again it clearly demonstrates that it has no idea what it is doing while Air Canada undermines the reason for using any chatbots at all. Sora Sora is OpenAI’s latest model that is capable of generating very realistic video that has made much...
OpenAI and Microsoft will be unable to eat Google’s lunch Having failed to move the search market with ChatGPT, OpenAI is developing a product specifically designed to replace search, but I suspect that GPT’s inability to understand causality will mean that it fails to make a dent. Should Google’s shares undergo a big correction as a result of the endless...
A good effort but too early. Some users are starting to return the Apple Vision Pro in a sign that while Apple has clearly demonstrated how The Metaverse should be implemented, it has failed to solve the basic VR problems that everyone else continues to labour with. A small, but not insignificant proportion of Apple Vision Pro users are choosing...
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to pressure as the AI Ecosystem develops and the control point moves up through the technology stack. The new chatbot is called Chat with RTX and is only available on PCs...
OpenAI’s numbers look like they have been cherry-picked. OpenAI’s growth looks explosive at first glance but digging into some of the details and making deductions along the way results in a very different picture. Analysis of the scraps that OpenAI has allowed to fall into the public domain reveals a good business case but also a host of questions. First...
Mr Altman’s agenda continues to defy gravity and reality. Sam Altman and Open AI appear to be intending to take over both the entire technology industry and everyone’s personal devices with schemes that sound as outlandish as those attached to the Internet in 2000 and autonomous driving in 2017. Sam Altman is currently on a tour in the Middle East...
It will soon be much cheaper. Google has launched a new version of its generative AI and followed everyone else down the $20 per user per month business model, but as it appears to be pretty similar to the other models available, I expect that price erosion will set in pretty quickly. Google has made several changes involving its AI...
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.
Apple CarPlay – Small stones
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...