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…
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…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
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 shipments to…
The Snapdragon X Elite NPU and NVIDIA's H20 are the same story from opposite ends of the compute stack. Memory bandwidth, not TOPS, decides…
Qualcomm's Snapdragon X Elite walked into Computex 2025 with 9% of the AI PC market. The custom Oryon core and 45-TOPS NPU deliver, but…
Two weeks after Apple Intelligence and six days after the first Copilot+ laptops, Qualcomm's on-device AI bet spans phone and PC at once. The…