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2026
- Are Agentic CPUs a Commodity? It’s Complicated.
Five sockets, different economics. A model for telling them apart, and where each competitor fits. AMD, Intel, Nvidia, Arm, Qualcomm.
2025
- Qualcomm Automotive Primer
Qualcomm’s Next S-Curve?
- DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
- Edge AI at CES 2025
Nvidia Digits, AGX Thor, Qualcomm On-Prem AI, tinybox, Exo Labs
2024
- Android, AI, and Qualcomm Phones
Does Qualcomm's dependency on Android negatively impact Snapdragon-powered AI phones?
- AI Phones: Qualcomm Gets It
Nuvia, Oryon for Smartphones, Qualcomm's AI Phone Strategy
- Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power
How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts
- Qualcomm + Intel
The "Inference Everywhere" Angle
- 🎧 Chipstrat + The Circuit - Episode 70 - NPUs
Why NPUs exist, consumer impact, the trouble with TOPS, predicting the future, and more
- Qualcomm’s Opportunity
Consumer Device AI, Hands-Free UX, Meta Ray-Bans, Apple, Arm, QCT and QTL, Developer Economics, AMD
- The Future of Edge Inference Hardware
NPUs, GPUs, ASICs at the edge. LLMs, iOT. Apple, Qualcomm, AMD, Intel, Google, Hailo, and others.
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
