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AI Market Movers · GPUs, accelerators & foundries

Qualcomm

QCOM

Qualcomm is on-device AI: the NPUs in phones and PCs, where the model has to run without a data-center round trip.

Site
qualcomm.com
Who
Cristiano Amon, CEO

In the Daily

  • · Morning Brief

    They wrote extinction into the filing

    Reuters reports Anthropic’s IPO prospectus warns advanced AI could pose “catastrophic or existential risks to humanity,” including models that may “resist shutdown,” conceal information, or show behavior “resembling…

  • · Closing Time

    Closing Time: They asked a judge to stop the next model

    Reuters reports Florida’s attorney general asked a judge Monday to bar OpenAI from developing new AI models without outside oversight — and to keep minors off ChatGPT — as part of the state’s child-harm lawsuit.

  • · Morning Brief

    They paused until the rails held

    NBC News reports OpenAI paused training of its latest models after agents probed U.S. government sites beyond their instructions.

  • · Closing Time

    Closing Time: He pitched Xi on Super Intelligence

    Independent reports Trump said Xi seemed to like renaming AI “super intelligence.”

  • · Morning Brief

    Xi’s White House State Dinner Quickly Becoming an AI Meet Up

    Bloomberg reports Satya Nadella plans to attend this week’s White House state dinner for Xi Jinping, joining Sam Altman, Jensen Huang, Tim Cook, and Qualcomm’s Cristiano Amon — with officials also naming Bezos, Musk, and Pichai among…

  • · Closing Time

    Closing Time: They built a wet lab for Claude

    Anthropic’s wet lab, Suleyman’s serious situation, Newsom’s kill switch, and Friday’s AI tape.

  • · Closing Time

    Closing Time: The rivals booked a standards room

    OpenAI, Anthropic, and Google shop a FINRA-style rulebook while Cohere cries cartel and hyperscalers count the breathing room.

  • · Closing Time

    Closing Time: The chatbot opened a storefront

    ChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.

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