2026-03-03
Wireless connectivity is the feature that made @Qualcomm the powerhouse that it is today, and the company is looking to remind everyone of that during Mobile World Congress this week. It's easy to get distracted by the AI excitement, but the a key story is the connectivity that [image]
9to5Google
Qualcomm forms a “strategic coalition” to launch 6G in 2029 and unveils FastConnect 8800, an “AI-native” Wi-Fi 8-ready NIC that doubles peak speeds over Wi-Fi 7
2026-03-02
Wireless connectivity is the feature that made @Qualcomm the powerhouse that it is today, and the company is looking to remind everyone of that during Mobile World Congress this week. It's easy to get distracted by the AI excitement, but the a key story is the connectivity that [image]
9to5Google
Qualcomm forms a “strategic coalition” to launch 6G in 2029 and unveils FastConnect 8800, an “AI-native” Wi-Fi 8-ready NIC that doubles peak speeds over Wi-Fi 7
Will Sattelberg /9to5Google:
Qualcomm just announced the new @Snapdragon Wear Elite platform and it's a massive upgrade: 3nm process and a dedicated Hexagon NPU for on-device AI up to 2B parameters. With the expected growth in the wearables segment due to more fluid AI integration at the edge, this is [image]
The Shortcut
Qualcomm unveils the 3nm Snapdragon Wear Elite SoC for smartwatches, offering a Hexagon NPU that it says can run on-device AI models with up to 2B parameters
Six things to know about Qualcomm's new 3nm wearable platform that brings on-device AI, satellite messaging, and 5G to your wrist
Wireless connectivity is the feature that made @Qualcomm the powerhouse that it is today, and the company is looking to remind everyone of that during Mobile World Congress this week. It's easy to get distracted by the AI excitement, but the a key story is the connectivity that [image]
The Shortcut
Qualcomm unveils the 3nm Snapdragon Wear Elite SoC for smartwatches, offering a Hexagon NPU that it says can run on-device AI models with up to 2B parameters
Six things to know about Qualcomm's new 3nm wearable platform that brings on-device AI, satellite messaging, and 5G to your wrist
2026-02-05
Qualcomm just reported FY26 Q1 results that set new records, and I had the opportunity to speak directly with Akash Palkhiwala, @Qualcomm CFO, to dig into what is driving the near-term outlook. On the numbers: Qualcomm posted $12.25B in revenue and $3.50 EPS for the quarter. [image]
Reuters
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+
Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
Arm just put up one of those earnings quarters where nearly every metric points the same direction: up and to the right. I had a chance to speak directly with Jason Child, @Arm CFO, after the print, and the confidence level matched the numbers. Q3 revenue came in at $1.242B (up [image]
Reuters
Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., license and other revenue up 25% YoY to $505M, and forecasts $1.47B in Q4 revenue, above est.
Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
Arm just put up one of those earnings quarters where nearly every metric points the same direction: up and to the right. I had a chance to speak directly with Jason Child, @Arm CFO, after the print, and the confidence level matched the numbers. Q3 revenue came in at $1.242B (up [image]
Financial Times
Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools
Michael Acton /Financial Times:
2026-02-04
Well, @AMD just closed out a record-breaking 2025 with massive momentum in AI and high-performance computing. Here are the highlights from the Q4 and full-year results: 🚀 Record-Breaking Financials 🟢 Q4 Revenue: Hit a record $10.3 billion, up 34% year-over-year. 🟢 Q4 Profitability: Delivered record non-GAAP net income of $2.5 billion and record non-GAAP EPS of $1.53, up 40% year-over-year. 🟢 Full Year 2025: Achieved record annual revenue of $34.6 billion, an increase of 34% from 2024 [...]
The Verge
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
Well, @AMD just closed out a record-breaking 2025 with massive momentum in AI and high-performance computing. Here are the highlights from the Q4 and full-year results: 🚀 Record-Breaking Financials 🟢 Q4 Revenue: Hit a record $10.3 billion, up 34% year-over-year. 🟢 Q4 Profitability: Delivered record non-GAAP net income of $2.5 billion and record non-GAAP EPS of $1.53, up 40% year-over-year. 🟢 Full Year 2025: Achieved record annual revenue of $34.6 billion, an increase of 34% from 2024 [...]
Bloomberg
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
2026-01-27
Microsoft just announced the deployment of Maia 200, its next generation custom silicon for AI. Inference economics are still clearly a silicon feature, not just a software problem. @Signal_65 has been working with Microsoft on Maia 200, and we will have more to share in the
The Verge
Microsoft unveils the Maia 200, its second-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
2026-01-26
Microsoft just announced the deployment of Maia 200, its next generation custom silicon for AI. Inference economics are still clearly a silicon feature, not just a software problem. @Signal_65 has been working with Microsoft on Maia 200, and we will have more to share in the
The Verge
Microsoft unveils the Maia 200, its 2nd-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
2026-01-06
The newly announced @Snapdragon X2 Plus just raised the floor for what “mainstream Copilot+ PCs” can feel like: faster CPU responsiveness, stronger graphics, and a big jump in on-device AI. There are both 10-core and 6-core options, each paired with an 80 TOPS NPU and X2-45 GPU, so OEMs can scale designs across price points and form factors...
Tom's Hardware
Qualcomm unveils Snapdragon X2 Plus chips for PCs, available in 10-core and 6-core variants, manufactured on TSMC's N3P node using Qualcomm's Oryon architecture
Next up is @intel and it's Panther Lake launch. I expect a lot of impressive systems and devices to make a showing as the day progresses and OEMs have their launches. [image]
PCMag
Intel details its 2nm 18A-process Panther Lake chips, showing major performance gains; Panther Lake Core Ultra Series 3-based laptops will debut on January 27
Intel's 2-nanometer “18A” chip foundry has fired up at last, churning out the newest Core Ultra Series 3 processors for laptops and mini PCs, also known as “Panther Lake.”
2025-10-17
This announcement that every @Windows 11 PC will become an AI PC marks a shift in how the company views the operating system of the future. The vision (pun!) is clear: move beyond traditional app-driven workflows toward natural, conversational interaction where users can simply
The Verge
Microsoft adds new AI features to Windows 11: Copilot Voice, with a “Hey, Copilot!” wake word, and Copilot Vision, which can scan the screen to help the user
where AI is built into the tools people already use every day. With today's updates, every Windows 11 PC becomes an AI PC, with Copilot at the center, ready to help you think, crea...
This announcement that every @Windows 11 PC will become an AI PC marks a shift in how the company views the operating system of the future. The vision (pun!) is clear: move beyond traditional app-driven workflows toward natural, conversational interaction where users can simply
CNBC
Microsoft says it will bring Copilot Actions, which can use apps to complete some tasks on files in Windows 11, to the Windows Insider Program and Copilot Labs
On Tuesday, Microsoft stopped supporting Windows 10, the operating system it introduced 10 years earlier.
2025-10-09
It's going to be a busy day for @Intel and analysts/press fielding questions. The new Panther Lake product looks VERY compelling, and could be the part the company needs to regain trust in the PC market and with investors.
The Verge
Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026
What we know about the next Intel Core Ultra. … Panther Lake is the most important chip Intel has made in years.
2025-01-07
🤝 Major news from #CES2025: @AMD and @Dell announce their first commercial collaboration on AI-enabled PCs! - Dell's new Pro portfolio will feature AMD Ryzen AI PRO processors - Built to handle both current workflows and future AI demands - Integrates CPU, GPU & NPU [image]
The Verge
Dell rebrands its PCs as Dell, Dell Pro, and Dell Pro Max, each with Base, Plus, and Premium tiers, killing names like XPS, Inspiron, Latitude, and Precision
someone came to me with “I heard it is discontinued, can you help me choosing a new laptop?” — what actually happened: they saw in the news that Windows XP was being discontinued...
Even against the M4-based Macs, the Strix Halo Ryzen AI MAX changes the conversation dramatically. And it can run a 70B LLM model right on chip. Claiming 2.2x more perf than an RTX 4090. Hmm.... [image]
Tom's Hardware
AMD unveils Ryzen AI Max+ laptop chips with an integrated memory architecture, up to 16 Zen 5 CPU cores, and claims 84% faster rendering than the M4 Pro MacBook
Paul Alcorn / Tom's Hardware :
2024-10-22
Qualcomm hits back at Intel on competitive CPU claims, performance on battery
Android Authority
Qualcomm unveils the 3nm Snapdragon 8 Elite mobile SoC, with two prime and six performance CPU cores, claiming 45% faster CPU and NPU over the 8 Gen 3, and more
The new name marks a major departure from previous Snapdragons. — • — After much speculation …
2024-09-05
There will be a lot of discussion about this news from Intel that came out yesterday: the company is going to de-prioritize the 20A process node in favor of focusing development on 18A, due to seeing better progress on it than expected. That means 20A will not be productized at
Tom's Hardware
Intel cancels plans to use its Intel 20A process node for its consumer Arrow Lake processors and instead plans to use external nodes, likely from TSMC
Out with the Intel node, in with TSMC. — In a surprise move, Intel announced today that it no longer plans to use its own ‘Intel 20A’ process node …