Lucas Sideco retweeted
Replying to @Apple
@Apple renews its license with @Qualcomm for IP, not vhips. Read more about it in our LinkedIn post at lnkd.in/p/efq3fJWr
Lucas Sideco retweeted
AI is moving out of the data center and into the physical world.
@Qualcomm is acquiring @PickNikRobotics to power Physical AI by creating the real-time computing stack needed for future robots. Full Analysis on TIRIAS Insight:
tiriasresearch.substack.com/…
Lucas Sideco retweeted
A strategic pivot toward physical AI: @Qualcomm leverages Japan's industrial tech sector to drive corporate diversification, capture market share, and anchor next-gen innovation. Analysis by @LucasSideco below:
tiriasresearch.substack.com/…
Lucas Sideco retweeted
Replying to @Google
@Google highlights the change in #AI from answering questions to helping people get things done. That is the true value of the AI experience. #SnapdragonSummit
Lucas Sideco retweeted
Replying to @Qualcomm
@Qualcomm introduced 2 new Snapdragon 8 Elite platforms for flagship smartphone - 8 Elite Gen6 and 8 Elite Extreme. #SnapdragonSummit
Lucas Sideco retweeted
Replying to @Qualcomm
@Qualcomm breaks the CPU 5GHz barrier with the Oryon cores in the new Snapdragon 8 Elite Gen 6 SoCs. #SnapdragonSummit
Lucas Sideco retweeted
Replying to @Moto
@Moto announces the Signature 27 using the Snapdragon 8 Elite Extreme Gen 6 at #SnapdragonSummit
Lucas Sideco retweeted
A summary of the improvements of the @Qualcomm Snapdragon 8 Elite Extreme Gen 6. #SnapdragonSummit
Lucas Sideco retweeted
It’s that time of year when @Qualcomm brings us out to Maui for our annual pilgrimage to #snapdragonsummit. Looking forward to seeing what’s next in mobile, PCs and data center.
Lucas Sideco retweeted
Replying to @Xiaomi
@Xiaomi announces the first new smartphones, 18 Pro and 18 Pro Max, using the new @Qualcomm Snapdragon 8 Elite Gen 6 SoCs @ #SnapdragonSummit
Lucas Sideco retweeted
Replying to @Qualcomm
@Qualcomm promotes the modern smartphone more as an #AI agent then a traditional compute device. Rather than interacting with it, it does things for you. #SnapdragonSummit
Lucas Sideco retweeted
Replying to @MediaTek
@MediaTek just crossed the 2nm threshold with the Dimensity 9600 Pro, and it changes everything for mobile AI. Built on TSMC's 2nm process, this platform is designed entirely around on-device agentic AI. Read the full analysis on TIRIASFlash: tiriasresearch.substack.com/…
Lucas Sideco retweeted
In this latest TIRIAScast, @TekStrategist, @LucasSideco, @DamianJMcGregor, and @khein_tirias discuss @nvidia's acquisition of @huggingface and the impacts this has on the industry.
youtu.be/LLLQXT57D0M
Lucas Sideco retweeted
Replying to @Qualcomm
@Qualcomm & @awscloud partner on custom AI inference & 1.6Tbps optical tech to scale AWS infrastructure. Optimized for high-volume workloads, the deal cements @Qualcomm as a data center giant.
Full analysis on TIRIAS Insight: tiriasresearch.substack.com/…
Lucas Sideco retweeted
6G is more than just enhanced throughput. It turns cell networks into radars.
@Qualcomm SVP, R&D @JohnEdwardSmee gives @fsideco a first look at the tech at 6G leadership day:
youtu.be/WI9bRJMGAcM
#6GLeadershipDay
Lucas Sideco retweeted
Replying to @nvidia
@nvidia is officially acquiring @huggingface for $12.93B, capturing the main distribution layer for open AI.
The deal connects NVIDIA with 18M+ developers, securing its control over model deployment across the AI stack.
Full analysis on TIRIAS Insight:
tiriasresearch.substack.com/…
Lucas Sideco retweeted
AI-driven architecture is set to be the future of gaming.
NVIDIA DLSS 5 debuts in NBA 2K27 for RTX 50 series GPUs, utilizing AI to generate photorealistic graphics straight from a game engine's data. Full analysis by @LucasSideco on TIRIASFlash:
tiriasresearch.substack.com/…
🤖 Made with AI
Lucas Sideco retweeted
Replying to @SpaceX
@SpaceX is building the brain of US military infra.
Grok on GenAI.mil signals Starshield’s shift to an integrated defense platform and powerhouse security contractor. Read the full analysis on TIRIAS Insight: tiriasresearch.substack.com/…
Lucas Sideco retweeted
A $3.5B bet on the future of AI factories.
@nvidia & @MediaTek are expanding their alliance to bridge hyper-scale AI compute with edge silicon.
Why does it matter? TIRIAS Research Sr. Analyst @khein_tirias breaks it down in his latest on TIRIASFlash:
tiriasresearch.substack.com/…
Lucas Sideco retweeted
If AI is the vehicle, then a “semantic highway” determines how far and how fast it can go. This latest article on @forbes defines the "semantic highway" and why it is just as important of an infrastructure as your accelerated data center.
forbes.com/sites/tiriasresea…





















