Micron – Collateral damage In an attempt to overturn the ban that China has placed on its chips, Micron has committed to invest $602m in its chip-packaging plant in China in a move that I suspect is not going to change very much. I have previously argued (see here) that China’s move to ban Micron is a sign of just...
AI developers will decide the outcome Amazon has said that it is considering using AMD’s latest AI training chips, but I suspect that it will be the developers and potentially Open AI that decides whether or not AMD makes any headway against Nvidia. Nvidia currently has around 84% market share in the market for silicon chips that are used to...
Edge cases highlight the ongoing problem. While the world is driving itself into a frenzy over the latest iteration of AI, the older version (over which everyone went crazy in 2017) continues to languish as it turns out that one needs to understand the road in order to drive it safely. The latest publicised problems come from Cruise which was...
The 4th AI bubble is in full swing. I will be the first to admit that large language models (LLMs) can do far more than I expected but the problem is that expectations are now that super-intelligence is just around the corner which has triggered all the usual irrational behaviour that precedes a large correction as reality re-asserts itself. RFM...
China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and other South Asian countries competing hard to win the business that is leaving China. Microsoft established MRSA (Microsoft Research Asia) in Beijing in 1998 and it has grown over the subsequent years to become Microsoft’s...
Meta is no longer the laggard that it was. I have written many times about the weakness of Meta Platforms when it comes to AI but it has improved a lot over the last two years and now is in a position to offer a challenge to the leaders. Meta’s history with AI is bad. Between 2016 and 2020 most...
Open AI is both a blessing and a curse. There is no doubt that Open AI’s viral sensation with ChatGPT has caused Nvidia’s order books to be bursting at the seams, but at the same time, Open AI is engaging in a long-term strategy that could break Nvidia’s grip on the AI training market. Nobody, least of all Open AI,...
Open AI’s future is to be a subsidiary of Microsoft. Open AI has no intention of going public not because the CEO wants to maintain control over technology but because I think that Microsoft intends to acquire OpenAI and will not let anything else happen to it. Sam Altman is currently on a global charm offensive to bring regulators and...
Apple plants its flag in The Metaverse. Apple has announced its play for The Metaverse but by going at least 3 years early, it has been forced to make some hideous compromises in order to deliver the kind of experience that everyone has come to expect. The Apple Vision Pro is being touted as an augmented reality (AR) device, but...
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.
Mercedes & ChatGPT – CarGPT
AI needs to reside in the vehicle to work well. Mercedes is exploring enabling ChatGPT in the vehicle but I think it should be looking at implementing it directly in the vehicle rather than the cloud-based service that it is going with today. Mercedes is running a beta program where those that opt in will be able to access ChatGPT...