Qualcomm

Keybanc on Intel: Qualcomm's AI300 is expected to use EMIB-T AWS is evaluating EMIB-T for Trainium 4 Intel is getting meaningful traction with EMIB-M with design wins expected with AWS for Trainium 3 and Microsoft for its server CPU Cobalt…

👇👇👇 https://t.co/fCxs46Z9ZG

$INTC, $QCOM, and $AMD have all reportedly raised CPU prices or are preparing to. Intel supposedly raised prices across its lineup starting last month, with the newest Panther Lake chips up 15 to 20% and older generations up 5 to 10%.…

Another round of CPU price increases have arrived. > Intel increasing prices on high-end Panther Lake processors by 15-20%. > Qualcomm ~10% for its multi-chip platform. > AMD is expected to announce a price increase. $INTC $QCOM $AMD

The multi-year patent agreement between Huawei and Qualcomm is more than just a commercial deal. It’s a powerful signal of pragmatism in an increasingly fragmented tech landscape. Spanning critical frontiers like 5G, AI, computing and…

Citi: we believe the CPU TAM expands from $29B in 2025 to $300B in 2030, or a 60% CAGR. $INTC $AMD $NVDA $QCOM

Some clarifications from Qualcomm on their tech licensing deal with Huawei. They emphasize that it’s a cross-licensing deal and that they weren’t a net payor to Huawei. They say the licensing deal did not involve Huawei’s LogicFold chip…

Mecka AI just raised a $60M Series B led by Sequoia. NVIDIA, Microsoft M12, Qualcomm, and Samsung also participated, along with angels including Tony Xu, Frank Slootman, and former Tesla Optimus lead Milan Kovac. Total funding now exceeds…

Physical-world data is the new oil Mecka AI has raised a $60M Series B, led by Sequoia Capital, with NVIDIA, Qualcomm, Microsoft and Samsung among the new investors. It captures human activity in the real world and turns it into training…

Robotics' biggest bottleneck? Data. Mecka AI is cashing in with human motion data for robots. • $100M annual revenue run rate • $300M projected 2026 revenue • $500M valuation • $68M raised Backers include Sequoia, NVIDIA, Microsoft,…

Automotive history teaches the exact same lesson. Vehicle assemblers capture consumer headlines, but tier one and tier two component suppliers command the engineering moats. Strain wave gearing, roller screws, and precision actuators will…

Amazing interview! $QCOM's CFO said he thinks the company could transform just on the robotics thesis. That shows you how much upside there really is. https://t.co/wsM8x5WQCu

ROSCon Global 2026 took place recently in Toronto, and the numbers speak for themselves: it was our largest ROSCon Global **ever**. https://t.co/7nLWVUiKrG #ROSCon #OpenSource #Robotics https://t.co/LIm0f4lo5M

$4.86B into robotics in September! 💰 The largest cheque went to surgical. 167 rounds, averaging about $29M. Five rounds of $100M+ account for roughly $1.97B, around 40% of the month. Cornerstone Robotics ($700M) and Mach Industries…

A good overview by UBS of the market participants in humanoid robot related sectors $MSFT $NVDA $QCOM $AVGO $MU $AMZN https://t.co/A0yxpRgeLh

On the second day of ROSCon Global 2026, the open source robotics world woke to the news that Qualcomm Technologies, Inc. has announced its intent to acquire PickNik Inc. Open Robotics welcomes this news. https://t.co/45JOKZrlIa…

Automotive OEM planners had edge inference on 2030 roadmaps. Model compression, NVIDIA Jetson Orin availability, and Tier 1 supplier readiness pulled real deployment into 2025 and 2026. That timeline collapsed in 12 months. Plants that…

Breaking at ROSCon Global: our friends at @PickNikRobotics have been acquired by @Qualcomm. Congratulations all around. https://t.co/mE8NmG8PQv

Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging suppliers to TSMC considering it is…

Qualcomm's push into the "agentic AI era" at the edge confirms that distributed intelligence is becoming critical. However, integrating these complex agentic architectures into existing enterprise networks and ensuring data governance…

Robotics AI Enablers $TSLA $META $NVDA $AMD $QCOM

OpenAI is building a camera company. Glass Imaging shipped GlassAI, a Neural ISP that brings DSLR-level image quality to smartphone cameras using AI at the signal processing level. Founded by former Apple camera engineers. Acquired today…

Citi: We believe the CPU TAM expands from $29B in 2025 to $237B (previously $137B) in 2030, or a 52% CAGR. Sgentic CPUs to represent 52% of the TAM by 2030. $AMD $INTC $QCOM $ARM $NVDA

SECO joins the growing network of industrial and technology companies working with @NEURARobotics as it scales. Amazon, NVIDIA, Qualcomm, Bosch and Schaeffler. NEURA is building out Europe’s Physical AI ecosystem ↓ https://t.co/enPvC8ATsJ

The hardware inside a humanoid matters just as much as the robot itself. SECO and @NEURARobotics are working on compute modules built around Qualcomm Dragonwing processors for NEURA’s cognitive robots, including 4NE1. The bigger angle is…

Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO…

Yeah guys, I perfectly timed the bottom. I sat on cash for weeks and waited for the right moment to buy. Rather than aimlessly buying the semis falling knife after Leopold got liquidated. - $BE up 33%: thanks to $SPY inclusion. - $NBIS up…

Qualcomm's EVP, CFO, and COO, Akash Palkhiwala, says they have another hyperscaler engagement similar to Amazon: "we have a very strong engagement with another hyperscaler that we have not disclosed, but similar to the technology…

More colour on $QCOM x $AMZN and some quick $MRVL thoughts: - QCOM collaborating with AMZN across multiple generations of custom silicon to support AWS. - The companies are working on optical connectivity solutions extending up to 1.6T and…

$QCOM just entered the custom silicon and optical connectivity race, and Amazon is the customer. They announced a multi-generation collaboration to build custom silicon for AWS AI infrastructure, plus optical connectivity solutions…

BRO?! *QUALCOMM, AMAZON PACT TO BUILD AI DATA CENTER INFRASTRUCTURE *QUALCOMM ISSUES WARRANT TO AMAZON FOR UP TO 25M SHARES $QCOM $AMZN

A new step forward in scaling Physical AI from Europe. We are glad to welcome a new partner to our ecosystem. We're joining forces with SECO, an Italian company with deep expertise in embedded and edge AI computing, to help bring our…

A new step forward in scaling Physical AI from Europe. We are glad to welcome a new partner to our ecosystem. We're joining forces with SECO, an Italian company with deep expertise in embedded and edge AI computing, to help bring our…

IDM vs. Fabless vs. Foundry : Who Creates OSAT Demand? 1. IDM ( Integrated Device Manufacturer) IDMs such as Intel, Texas Instruments and STMicroelectronics design and manufacture their own chips. Historically, they have also handled much…

$12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's team is not buying Hugging Face for…

- Global Robotics Industry Converges on Japan for Humanoids Summit Tokyo 2026 Share Leaders across robotics, physical AI, and automation gather in Tokyo this May Download media TOKYO--( BUSINESS WIRE)--Tokyo is emerging as a global center…

9월 22일~23일 서울 COEX에서 '휴머노이드 서밋 2026' 개최 -주요 인사- • Apptronik — Jeff Cardenas CEO • 보스턴 다이나믹스 — Brendan Schulman VP • 유니트리 — Xiaoli Chen • 로보티즈 — 김병수 CEO • FieldAI — Ali Agha CEO • Persona AI — Nic Radford CEO • RLWRLD — 류정희 CEO • PSYONIC •…