Tag: #chip-strategy13 results
Intel appoints ex-Qualcomm exec Alex Katouzian as EVP and GM of Client Computing and Physical AI Group starting May. Pushkar Ranade is named permanent CTO, focusing on quantum, neuromorphic computing, photonics, and new materials. Both report to CEO Pat Gelsinger.
Arm is shifting from smartphone chips to AI, cloud, and data centers. Bloomberg interviews CEO Rene Haas on strategy, AI race, and tech future implications.
Arm CEO Rene Haas discusses positioning the chip company beyond smartphones toward rapid growth in AI-driven cloud computing and data centers. This marks a major strategic shift for Arm. The interview was recorded on March 23 for Bloomberg Tech: Europe.
NVIDIA unveiled its new 'Lobster' product amid CEO Jensen Huang's bold statements. The company outlined a 'People-Car-Home-Earth-Heaven Chips' strategy targeting trillion-dollar revenue. Everything is prioritizing AI Agents.
At MWC2026, Nvidia pushes AI-native RAN with GPU integration for network overhaul, partnering US allies excluding China. Qualcomm focuses on 3GPP standards evolution with global alliance including Chinese firms. This reveals power struggle over AI compute vs patent standards in 6G.
Nvidia commits $20 billion to LPU for dominance in AI inference. The move likened to a 'Normandy landing' amid intense competition. Company faces three major threats in the inference era.
Nvidia CEO Jensen Huang confronted investors demanding the company's next major innovation. The chipmaker's explosive growth in AI chips is now seen as routine. Investors seek breakthroughs beyond current dominance.
As AI Agents become ubiquitous across devices, MediaTek aims to extend its role beyond smartphone chips. The company underscores chips' unchanging centrality as device hubs amid evolving hardware.
Qualcomm is facing a slowdown and redefining its business. To participate in next-gen computing platforms, it must prove its relevance. Strategy shift targets AI and compute infrastructure.
Arm CEO Rene Haas is poised to oversee most of SoftBank Group's international operations alongside his Arm role. The move, reported by sources, signals deeper integration of Arm's chip expertise into SoftBank's global strategy.