by Karl Freund | May 20, 2025 | In the News
While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can’t replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and...
by Karl Freund | Feb 14, 2025 | In the News
While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are...
by Karl Freund | Oct 22, 2024 | In the News
A car that thinks, plans ahead, entertains, saves time, and ensures a safe and comfortable ride depends on AI-enabled silicon. Can Qualcomm Snapdragon become the leader in this revolution? They already have. The annual Snapdragon Summit (as usual, located in beautiful...
by Karl Freund | Oct 8, 2024 | In the News
Qualcomm’s auto-related revenue jumped 87% year over year in the second quarter this year, well ahead of rivals Nvidia and Mobileye. Qualcomm estimated its automotive pipeline to be $45B earlier this year, double that of the previous year. Qualcomm’s...
by Karl Freund | Jul 1, 2024 | In the News
Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...
