President Chief Analyst at TECHnalysis Research covering smart devices #GenAI #5G #Edge #AR #VR #Cloud #Semis. Book author, speaker, musician @NotreDame grad.
As @Qualcomm continues to diversify its business model, announcing @awscloud as a customer for custom data center silicon is a huge win and one that, eventually, could have an impact on the channel as well. I share some thoughts in this @CRN piece: https://t.co/eH6WCgiBN2
View original →Shared some thoughts on the big news from @Qualcomm highlighting their new deal with @awscloud for datacenter silicon in this piece by @Reuters: https://t.co/P9T6VsHmtl
View original →Check out the latest article in my newsletter: How Tokenomics Might Save AI PCs https://t.co/vCwE0LHIG4 via @LinkedIn
View original →A bit late to this, but offered some thoughts about the upside potential from @Qualcomm's forthcoming datacenter products in this @ReutersTech piece: Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerate https://t.co/6Zx6fRVkoi
View original →Impressive performance from this new @Microsoft AI security model beating out even @AnthropicAI's Mythos and @OpenAI's GPT-5.6 Sol on the CyberGym benchmark. https://t.co/7lRhddedIx
View original →First big surprise from the @AMD #AdvancingAI event is a partnership between @cerebras and @amd on a new specialized latency-sensitive acceleration tool that serves as a competitor to @nvidia's LPU. https://t.co/LtKT0x9Cho
View original →While @Qualcomm has made a few small efforts towards the data center market in the past, at their recent Investor Day, they took a big leap. My latest for @TechSpot: Qualcomm unveils sweeping AI infrastructure strategy to take on Nvidia in the data center https://t.co/Zg0PNpiW0k
View original →Here's the key takeaway slide from the financial side of @Qualcomm's Investor Day. The company is significantly diversifying its revenue split across multiple categories and dramatically reducing its dependence on smartphones. https://t.co/777Jg72jmS
View original →In addition to automotive and IoT, @nakulduggal is providing a view into the approach @Qualcomm is taking with robotics, which the company sees as a $1 trillion market over the next decade. https://t.co/C1MvHlqyUo
View original →In addition to its datacenter announcements, @Qualcomm's @nakulduggal is highlighting how far they've extended their automotive business, even into future AI token generation in the car. https://t.co/Wt89ApRuxH
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