Qualcomm

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Qualcomm designs wireless and AI processors for smartphones, data centers and smart glasses. Recent coverage centers on its Snapdragon 8 Elite Gen 6 and Extreme Gen 6 chips, the latter running a 30B-parameter MoE model on-device, plus custom AI inference chips for AWS, a patent license for Huawei's LogicFolding technique, and its CEO's forecast that phones will run 100B-parameter models by 2028.

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Developer seeks help running BiRefNet on Qualcomm chips

A developer asked the community for help deploying the BiRefNet segmentation model on Qualcomm mobile GPUs and NPUs with sub-second latency. Compilation to the NPUs keeps failing, which the poster attributes to the model's deformable convolutions, and he asked whether others have succeeded.

r/MachineLearning ·

ASML vs. Qualcomm: which AI stock is better?

The article compares ASML and Qualcomm: ASML is the sole supplier of EUV lithography machines, with FY2025 revenue of $36.6B, net income of $10.8B and free cash flow of $12.4B; Qualcomm designs wireless and AI processors for smartphones and data centers.

The Motley Fool ·

Mecka AI Raises $60M Series B for Robotics Push

Mecka AI raised $60 million in Series B funding led by Sequoia Capital, with participation from Nvidia, Microsoft's M12 and Qualcomm. The company builds tech to help robots understand and operate in the physical world; CEO Josh Gao said scaling physical AI requires major investment in sensors, infrastructure and real-world data collection.

Bloomberg ·

PrismML brings tiny LLMs to Qualcomm smart glasses

PrismML showcased its 1-bit Bonsai LLM at Qualcomm's Snapdragon Summit. The 2-billion-parameter vision-language model runs locally on smart glasses powered by the Snapdragon AR1 Gen 1 Platform. It shrinks larger models 4x while retaining benchmark performance, advancing device-based open-weight AI. No smart glasses running it have been announced yet.

TechCrunch ·

Analyst: Qualcomm may be an underrated AI stock

The Motley Fool highlights Qualcomm as potentially underrated after a partnership with Amazon that could see Qualcomm sell up to $60 billion in AI chips and grant Amazon warrants to buy $4 billion of its stock. Qualcomm's market cap is about $200 billion and it is up roughly 6% year-to-date.

The Motley Fool ·
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