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AI · 07/30/2026

The Qualcomm BMW Deal Locks In a Decade, and Neither Company Can Walk It Back

BMW has secured a decade-long partnership with Qualcomm as its primary provider for automotive computing systems, focusing on digital cockpit and advanced driving features.…

4 MIN

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m1k.tech infographic: Nvidia H20 & Rare Earth Deal — covering Restricted H20 chips, Snapdragon Ride, and Qualcomm's Quiet Edge

AI · 09/08/2025

A Crippled Hopper, a Magnet Deal, and the Chip Qualcomm Built While Nobody Watched

Jensen Huang navigated U.S.-China trade dynamics as Nvidia's export licenses for the H20 chip were contingent on a rare earth deal. Unlike Nvidia’s precarious…

7 MIN

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Qualcomm Q3 FY2025 Automotive Record Pays Out in 2028

CHIPS & AI · 07/30/2025

Qualcomm Q3 FY2025: The Automotive Record That Pays Out in 2028

Qualcomm's Q3 FY2025 automotive record looks like a win, and it is, but the design wins behind it won't pay out until 2028. A…

8 MIN

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