# Qualcomm > Markdown twin of https://roboterminal.app/companies/qualcomm · https://roboterminal.app/companies/qualcomm.md ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (14) - [Intel](https://roboterminal.app/companies/intel) (9) - [Amazon](https://roboterminal.app/companies/amazon) (8) - [AMD](https://roboterminal.app/companies/amd) (7) - [Google](https://roboterminal.app/companies/google) (6) - [Microsoft](https://roboterminal.app/companies/microsoft) (6) - [SECO](https://roboterminal.app/companies/seco) (4) - [Broadcom](https://roboterminal.app/companies/broadcom) (3) - [Huawei](https://roboterminal.app/companies/huawei) (3) - [Mecka](https://roboterminal.app/companies/mecka) (3) - [Samsung](https://roboterminal.app/companies/samsung) (3) - [Apptronik](https://roboterminal.app/companies/apptronik) (2) - [Archetype AI](https://roboterminal.app/companies/archetype-ai) (2) - [AWS](https://roboterminal.app/companies/aws) (2) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (2) - [FieldAI](https://roboterminal.app/companies/fieldai) (2) - [LimX Dynamics](https://roboterminal.app/companies/limx) (2) - [Meta](https://roboterminal.app/companies/meta) (2) - [Nebius](https://roboterminal.app/companies/nebius) (2) - [Neura Robotics](https://roboterminal.app/companies/neura-robotics) (2) - [Open Robotics](https://roboterminal.app/companies/open-robotics) (2) - [OpenAI](https://roboterminal.app/companies/openai) (2) - [PSYONIC](https://roboterminal.app/companies/psyonic) (2) - [Renesas](https://roboterminal.app/companies/renesas) (2) - [RLWRLD](https://roboterminal.app/companies/rlwrld) (2) - [Sequoia](https://roboterminal.app/companies/sequoia) (2) - [Tesla](https://roboterminal.app/companies/tesla) (2) - [Unitree](https://roboterminal.app/companies/unitree) (2) - [1X](https://roboterminal.app/companies/1x) (1) - [Agility](https://roboterminal.app/companies/agility) (1) - [Antioch](https://roboterminal.app/companies/antioch) (1) - [Apple](https://roboterminal.app/companies/apple) (1) - [Arista Networks](https://roboterminal.app/companies/arista-networks) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [ATI](https://roboterminal.app/companies/ati) (1) - [AVITA](https://roboterminal.app/companies/avita) (1) - [Booster Robotics](https://roboterminal.app/companies/booster-robotics) (1) - [Bosch](https://roboterminal.app/companies/bosch) (1) - [Cognex Corp](https://roboterminal.app/companies/cognex-corp) (1) - [Contact CI](https://roboterminal.app/companies/contact-ci) (1) - [Cooley LLP](https://roboterminal.app/companies/cooley-llp) (1) - [Cornerstone Robotics](https://roboterminal.app/companies/cornerstone-robotics) (1) - [D-Robotics](https://roboterminal.app/companies/d-robotics) (1) - [Dyna Robotics](https://roboterminal.app/companies/dyna-robotics) (1) - [FEV Consulting](https://roboterminal.app/companies/fev-consulting) (1) - [Fort Robotics](https://roboterminal.app/companies/fort-robotics) (1) - [Fraunhofer](https://roboterminal.app/companies/fraunhofer) (1) - [General Motors](https://roboterminal.app/companies/general-motors) (1) - [Glass Imaging](https://roboterminal.app/companies/glass-imaging) (1) - [Harmonic Drive](https://roboterminal.app/companies/harmonic-drive) (1) - [Honda](https://roboterminal.app/companies/honda) (1) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (1) - [Infineon](https://roboterminal.app/companies/infineon) (1) - [InOrbitAI](https://roboterminal.app/companies/inorbitai) (1) - [Lightwheel](https://roboterminal.app/companies/lightwheel) (1) - [LyteAI](https://roboterminal.app/companies/lyteai) (1) - [Mach Industries](https://roboterminal.app/companies/mach-industries) (1) - [Maven Robotics](https://roboterminal.app/companies/maven) (1) - [McAfee](https://roboterminal.app/companies/mcafee) (1) - [McKinsey & Company](https://roboterminal.app/companies/mckinsey-&-company) (1) - [Mentee Robotics](https://roboterminal.app/companies/mentee-robotics) (1) - [MERPHI](https://roboterminal.app/companies/merphi) (1) - [Micron](https://roboterminal.app/companies/micron) (1) - [NEC](https://roboterminal.app/companies/nec) (1) - [Novanta](https://roboterminal.app/companies/novanta) (1) - [Palantir](https://roboterminal.app/companies/palantir) (1) - [Panasonic](https://roboterminal.app/companies/panasonic) (1) - [Persona AI](https://roboterminal.app/companies/persona-ai) (1) - [PickNik](https://roboterminal.app/companies/picknik) (1) - [PickNik Robotics](https://roboterminal.app/companies/picknik-robotics) (1) - [RealSense](https://roboterminal.app/companies/realsense) (1) - [Robocurve](https://roboterminal.app/companies/robocurve) (1) - [Robotis](https://roboterminal.app/companies/robotis) (1) - [Sanctuary](https://roboterminal.app/companies/sanctuary) (1) - [Sequoia Capital](https://roboterminal.app/companies/sequoia-capital) (1) - [STMicroelectronics](https://roboterminal.app/companies/stmicroelectronics) (1) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1) - [Toyota](https://roboterminal.app/companies/toyota) (1) - [TRON K.K.](https://roboterminal.app/companies/tron-k.k) (1) - [Ugo](https://roboterminal.app/companies/ugo) (1) - [Watney Robotics](https://roboterminal.app/companies/watney-robotics) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2110930466534564251) 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 … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109649827474948292) 👇👇👇 https://t.co/fCxs46Z9ZG - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2109478992826736981) $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% … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109475473373749495) 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… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2108488744953143559) 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 fr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108292094926184503) Citi: we believe the CPU TAM expands from $29B in 2025 to $300B in 2030, or a 60% CAGR. $INTC $AMD $NVDA $QCOM - [@kyleichan on X](https://x.com/kyleichan/status/2108093222669205593) 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… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2108010791681282524) 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 … - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2107980799014564272) 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 … - [@johnkoetsier on X](https://x.com/johnkoetsier/status/2107955934396092891) 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 inc… - [@smsehy on X](https://x.com/smsehy/status/2107791256474812911) 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, rolle… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2107497526459072573) 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 - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2107491788671861156) 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/L… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2107384347309309993) $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 Robo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2105735247329644770) A good overview by UBS of the market participants in humanoid robot related sectors $MSFT $NVDA $QCOM $AVGO $MU $AMZN https://t.co/A0yxpRgeLh - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2104690341018280043) 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 n… - [@smsehy on X](https://x.com/smsehy/status/2104196346747986190) 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 … - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2102757009946735072) Breaking at ROSCon Global: our friends at @PickNikRobotics have been acquired by @Qualcomm. Congratulations all around. https://t.co/mE8NmG8PQv - [@smsehy on X](https://x.com/smsehy/status/2100503796225114478) 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 net… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100393297550426491) Robotics AI Enablers $TSLA $META $NVDA $AMD $QCOM - [@stretchcloud on X](https://x.com/stretchcloud/status/2099600322746540418) 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 A… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098430111678955994) 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 - [@xmaquina on X](https://x.com/xmaquina/status/2098320656098283641) 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 … - [@Biti8888 on X](https://x.com/Biti8888/status/2097989638015127852) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097477377248923822) 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… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097390046684811635) 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%… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097384310462406898) 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, … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097316899616931951) 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 connecti… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097311387852611943) $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… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097309833443594347) BRO?! *QUALCOMM, AMAZON PACT TO BUILD AI DATA CENTER INFRASTRUCTURE *QUALCOMM ISSUES WARRANT TO AMAZON FOR UP TO 25M SHARES $QCOM $AMZN - [@NEURARobotics on X](https://x.com/NEURARobotics/status/2096887905138446771) 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 edg… - [@NEURARobotics on X](https://x.com/NEURARobotics/status/2096886543105339442) 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 edg… - [@logical_traderr on X](https://x.com/logical_traderr/status/2096806161517269121) 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. His… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095523460046885193) $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 … - [Global Robotics Industry Converges on Japan for Humanoids Summit Tokyo 2026](https://x.com/OperationsPLS/status/2095045520729505909) - 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)… - [@NPjoa_Hodl on X](https://x.com/NPjoa_Hodl/status/2094627041488601369) 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 Radf… --- Source: Roboterminal · https://roboterminal.app/companies/qualcomm.md