AI Market Movers · GPUs, accelerators & foundries
Qualcomm
QCOM
Qualcomm is on-device AI: the NPUs in phones and PCs, where the model has to run without a data-center round trip.
- Site
- qualcomm.com
- Who
- Cristiano Amon, CEO
In the Daily
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet Up· Closing Time
Closing Time: They built a wet lab for ClaudeAnthropic’s wet lab, Suleyman’s serious situation, Newsom’s kill switch, and Friday’s AI tape.
· Closing Time
Closing Time: The rivals booked a standards roomOpenAI, Anthropic, and Google shop a FINRA-style rulebook while Cohere cries cartel and hyperscalers count the breathing room.
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.