Radio Free Mobile

Micron FQ2 26 – The Price of the Boom ----- Micron’s finances are improving faster than its spending. ----- radiofreemobile.com/micron-fq2-26-… #Micron #AI

GTC 2026 Day 2 – Cementing Dominance ----- Telecom and enterprise. ----- China – Stop, start, stop start ----- Retail – OpenAI and Google onboarded. ----- radiofreemobile.com/gtc-2026-day-2… #GTC #Nvidia

GTC 2026 Day 1 – Requiring Inference ----- A keynote that needs human inference to fully understand. ----- radiofreemobile.com/gtc-2026-day-1… #GTC #GTC2026 #Nvidia

Artificial Intelligence – Scaling Debate pt. II ----- Scaling has pretty much run its course. ----- radiofreemobile.com/artificial-int… #AI #SCALING

Technology Newsround – Adobe & Cambricon ----- Adobe Q1 26 – Unnecessary uncertainty ----- Cambricon – A rounding error. ----- radiofreemobile.com/technology-new… #Adobe #Cambricon

Nvidia & Nebius – The GW Game. ----- Has Nebius cracked the compute business model? ----- radiofreemobile.com/nvidia-nebius-… #Nvidia #Nebius

Oracle FQ3 26 – Outlook Overstated ----- Revenue is not the problem ----- radiofreemobile.com/oracle-fq3-26-… #Oracle #OpenAI

Artificial Intelligence – Closed Claw ----- OpenClaw will be a victim of its own success. ----- radiofreemobile.com/artificial-int… #AI #Openclaw

AI Newsround – Memory, OpenAI & Oracle ----- SK Hynix and Samsung make the first cut. ----- Business model wobbles. ----- radiofreemobile.com/ai-newsround-m… #AI #Samsung #SKHynix #Micron #OpenAI #Oracle

USA vs. China – More of Same ----- 15th 5-year plan will not solve the AI problem. ----- radiofreemobile.com/usa-vs-china-m… #AI #China

AI Newsround – Broadcom & Meta ----- Broadcom FQ1 26 – Better bargains elsewhere ----- Meta Platforms – Custom free-for-all. ----- radiofreemobile.com/ai-newsround-b… #Broadcom #Meta #AI

MWC 2025 Day 2 – 6G: Love of Even Numbers ----- AI rollout will determine the outcome. ----- radiofreemobile.com/mwc-2025-day-2… #MWC2026 #6G #AI

MWC 2025 Day 1 – Mobile goes AI ----- Nokia doubles down on Nvidia. ----- radiofreemobile.com/mwc-2025-day-1… #MWC2026 #Nvidia #Nokia

USA vs. China – The DeepSeek Effect ----- DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9. ----- radiofreemobile.com/usa-vs-china-t… #DeepSeek

Software and Services – Bottom Fishing ----- Adobe and ServiceNow are at bargain prices. ----- radiofreemobile.com/software-and-s… #Software #AI #Adobe #ServiceNow

Nvidia FQ4 26 – Clockwork ----- The steady rhythm continues. ----- radiofreemobile.com/nvidia-fq4-26-… #Nvidia #AI

AMD & Meta – Carbon Copy ----- Good deal. Bad Sign. ----- radiofreemobile.com/amd-meta-carbo… #AMD #META #AI

Research Publication – Reality Bytes – Clash of the Titans Vol. IX. Nvidia vs. Huawei ----- To produce the same amount of compute, Huawei needs 11x more cabinets than Nvidia. ----- radiofreemobile.com/research-publi… #Nvaidia #Huawei #techWar

AI Impact Summit – India’s Chance ----- India must act to avoid Europe’s disappointment ----- radiofreemobile.com/ai-impact-summ… #AI #India #impactSummit

Artificial Intelligence – The Money Waterfall ----- Be at the bottom, not the top. ----- radiofreemobile.com/artificial-int… #AI #Memory #Samsung