QUALCOMM
Qualcomm Q3 FY2025: AI Edge Thesis Becomes Financial Reality
Qualcomm delivered another strong quarter with its Q3 FY2025 results on July 30, 2025, reporting revenue of $10.98 billion — up 19%…
QUALCOMM
AI
Why HP Is Bolting a Discrete Hailo-10H Edge AI Chip Into Its Retail Point-of-Sale Systems
HP is putting a discrete Hailo-10H edge AI chip into its Engage retail point-of-sale systems for cashierless checkout and theft detection. The…
CONSUMER TECH & HARDWARE
Snapdragon + Manchester United 2025/26: Copilot+ PC Returns to the Back of the Shirt
The Snapdragon Manchester United partnership deepens for 2025/26: the Microsoft Copilot+ PC logo returns to the back of United shirts in WSL…
AI
How Qualcomm Quietly Built the One Chip Business the Export Regime Can’t Touch
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium…
CHIPS & AI
The H20 Reversal Was Never About the Chip
Jensen Huang's presence in Beijing coincided with the U.S. Commerce Department's lifting of a chip ban, allowing Nvidia and AMD to resume…
CHIPS & AI
NVIDIA’s Real Moat Is in the Loan Paperwork, Not the Silicon
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center…
CHIPS & AI
Malaysia AI Chip Export Controls and the Phone in Your Pocket
Malaysia's new 30-day permit window on H100-class accelerators is the part of the directive that actually changes procurement, and the same export…
AI
Inference Runs in Two Places That Barely Talk to Each Other
The Snapdragon X Elite NPU and NVIDIA's H20 are the same story from opposite ends of the compute stack. Memory bandwidth, not…
AI
The H20 Export License Reversal, the AI Moratorium, and Qualcomm’s Long Shot
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal…
CONSUMER TECH & HARDWARE
Tesla Secures $16.5 Billion Samsung Deal to Manufacture Next-Gen AI6 Chips in Texas
Tesla secured a $16.5 billion deal with Samsung in July 2025 to produce its next-generation AI6 chips, marking a major shift in…
5G
The Qualcomm Xiaomi Partnership Renewed the Same Week Xiaomi Shipped Its Own Chip
Qualcomm and Xiaomi renewed a 15-year partnership the same week Xiaomi shipped its own XRing O1 chip. The modem gap explains why…
APPLE
Nothing Phone (3): Glyph Matrix, IP68, £799, and the First True Flagship
The Nothing Phone (3) launched on July 15, 2025, priced at £799. Featuring advanced specifications including Snapdragon 8s Gen 4 and IP68…
CONSUMER TECH & HARDWARE
Huawei Launches Pura 80 Ultra Globally With Mirrorless-Grade Mobile Photography
Huawei launched the Pura 80 Ultra globally on July 10, 2025, in Dubai, marking the company’s ambitious push to reclaim leadership in…
AI
Grok 4 Colossus: The Memphis Substation Did More Work Than the Math Units
xAI launched Grok 4 on July 9, improving upon Grok 3 with a focus on reasoning, math, and coding. The impressive Grok…
CONSUMER TECH & HARDWARE
Xbox’s 2025 Layoffs: Perfect Dark and Everwild Cancelled
In July 2025, Microsoft cut around 9,000 jobs and cancelled Perfect Dark, Everwild, and a ZeniMax MMO, the worst of four layoff…