OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off
Executives of major tech companies are largely projecting optimism about continued growth in the artificial intelligence sector despite a post-midterm sell-off.
Executives of major tech companies are largely projecting optimism about continued growth in the artificial intelligence sector despite a post-midterm sell-off.
Alphabet held nearly 3 million Qualcomm shares worth $548M at the end of September, a filing shows, and slightly raised its SpaceX stake.
Qualcomm slid Thursday morning after its Q4 earnings report as chip stocks face continued post-election pressure.
Qualcomm expects data center chips will eventually account for 30% of its business.
SpaceX has picked Qualcomm’s Dragonwing platforms for the ground-based 5G network behind Starlink Mobile, with a US rollout starting in 2027.
Qualcomm delivered better-than-expected results but issued a weak earnings forecast.
Can Starlink Mobile take on AT&T, Verizon, and T-Mobile?
These are the stocks posting the largest moves after hours.
SpaceX struck a multiyear deal with Qualcomm to build out base stations for its Starlink Mobile cellular network.
Qualcomm says its first High Bandwidth Compute chips, the memory tech behind the Dragonfly AI250 AI accelerator, have passed validation.
It also features Sony’s latest camera sensor and audio by Bang & Olufsen.
When Motorola announced its funky-looking new flagship the other day, a bunch of you wanted to know if it falls under the partnership with Graphene. The devs previously said they were waiting for security features in Qualcomm’s new chips. GrapheneOS will also roll out to Motorola foldables, but the Signature 27 comes first. [Media: https://twitter.com/GrapheneOS/status/2102530770585669888]
The first devices to support it are coming in 2022.
Arms dealer to make Arm-based laptops.
Anduril founder Palmer Luckey is vowing to bring computer manufacturing back to the U.S. and by that he doesn't just mean assembly, but every individual component, some of which are exclusively made in China today.
Anduril and Qualcomm have unveiled BlueChip, a US-made laptop line for government and defence, with orders opening in 2027 and a Snapdragon X chip inside.
Following a recent trial, the jury found that Arm breached a Qualcomm license agreement and “negligently” interfered with Qualcomm’s relationship with Meta, as reported by Reuters. You can read the jury verdict here, and here are Qualcomm and Arm’s responses. [Link: Delaware jury awards Qualcomm $2 in damages, finds Arm breached license agreement | https://www.reuters.com/legal/litigation/qualcomm-says-jury-found-arm-breached-license-agreement-2026-10-13/ | Reuters]