Qualcomm splits flagship strategy in two
Extreme variant adds dedicated AI cores.
The Mag 7 borrows its future
Seven balance sheets, one AI bill.
Amazon bets $60 billion on Qualcomm
Custom silicon and optics enter AWS.
HP, Huawei, and Wi-Fi’s patent layer
Cross-license shows standards IP at work.
Intel eyes a return to memory
Packaging bets replace commodity DRAM ambitions.
Micron and Qualcomm chase memory differently
Two architectures, one memory bottleneck; Infineon and Rambus also have views.
Qualcomm pushes compute next to memory
High Bandwidth Compute targets the memory wall.
Qualcomm opens Mojo to challenge CUDA
Three weeks after a $3.9B deal.
China’s robot boom outpaces its chip independence
Deployment leads the world; chips still lag.
Agentic AI recasts host CPUs
Memory and orchestration drive procurement.
Qualcomm targets AI data centers
Dragonfly links compute, memory, software.
Nvidia enters PC chip market
RTX Spark integrates AI, graphics, and Arm architectures.