Tag: Chip Industry

AI Is Moving Into Your Phone And the Chip Industry Is Rebuilding Around It

Qualcomm has just unveiled two new flagship smartphone processors. The more interesting part is not that they are faster. It is where Qualcomm expects the computing to happen. The Snapdragon 8 Elite Extreme Gen 6 and Snapdragon 8 Elite Gen 6, announced at Snapdragon Summit on September 22, are built around an increasingly important idea: […]

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The AI Gold Rush Just Hit Its Empire Strikes Back Moment

AI stocks have spent the past three years behaving like an unstoppable force. Every earnings season seemed to validate the same narrative: bigger AI models required bigger data centers, bigger GPU orders, and even bigger market capitalizations. Nvidia became the poster child of the AI revolution, while companies across the semiconductor industry enjoyed one of […]

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Intel’s Plot Twist Proves the AI Story Isn’t Finished

Intel has spent the past few years playing the role nobody expected: the fallen giant trying to climb back into a race it once dominated. While much of the AI conversation has revolved around Nvidia’s seemingly unstoppable momentum, Intel quietly delivered one of the biggest surprises of earnings season. The market’s reaction wasn’t simply about […]

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