Automotive Technology & Strategy - Qualcomm's Snapdragon Ride platform, developed with BMW, focuses on safety and offers a scalable architecture for ADAS, ranging from basic to full autonomous driving capabilities [1][2][4] - The Snapdragon Ride platform has been certified in 60 countries and is available for all OEMs, promoting industry-wide adoption and comparison [5] - Qualcomm emphasizes efficient computing in its chips, crucial for automotive applications due to battery constraints, enabling high computing power with effective thermal and power management [7] - Qualcomm's automotive pipeline is valued at $45 billion, translating into increasing revenue as new cars launch with Qualcomm technology, indicating a shift towards market share growth [9] - ADAS constitutes one-third of the $45 billion automotive pipeline, with the BMW project contributing to this segment and offering potential upside through broader OEM adoption [10] Manufacturing & Supply Chain - Qualcomm favors diversification of its manufacturing supply chain and welcomes investments from TSMC and Samsung in America [13] - While Intel is not currently an option, Qualcomm is open to considering them as a supplier in the future if their technology meets power efficiency requirements [14] Government & Policy - The US government is offering incentives to chip manufacturers who invest in America, which Qualcomm views as positive for supply chain resilience [11][13]

Supply Chain & Manufacturing - Qualcomm emphasizes the importance of a resilient supply chain located in America [2] - Qualcomm views TSMC and Samsung's investments in American manufacturing positively [2] - Qualcomm desires diversification of manufacturing and increased capacity within America [3] Tariffs & Geopolitics - Potential tariffs on chips are coming, but companies investing in America may be spared [1] Potential Partnerships - Intel is currently not an option for Qualcomm, but Qualcomm hopes they will become an option in the future [3] - Qualcomm is waiting for Intel to develop a process technology with efficient power consumption before considering them [3][4] Company Strategy - Qualcomm is a fabless company, relying on external manufacturers [2]

This is early in a cycle. It seems there will be a crowded field of many political heavyweights, likely others from the technology industry. What chances do you really have of being governor of California.There's a lot of other candidates that are running mostly from Southern California, most of whom are politicians. My view is if you are generally happy with the way things are going in California, you have lots of other options. If you are looking for a systematic reset and a complete change, I present a d ...

So it's included a shareholder initiated proposal for Tesla to invest in X A. I. Your reaction, please.Great. Very happy. Obviously, we have worked on that for a while now.It all started last year when another retail shareholder, Gali, asked Deal on whether that is possible. At that point, obviously access valuation was much lower. Ilan had then responded that he would ask.The board came back a couple of quarters later saying this needs a shareholder vote and then shareholders asked for a proposal to be inc ...

We come to you every Tuesday because of, like, you know, the rich data that you have on your own technology platform. But the most simple place to start is to say, look at Mike's reporting. The breakdown of the latest jobs report and say, Is I impacting any of the technology sector just yet.The short answer is yes. We're seeing the impacts. We're seeing the job growth slow. We're seeing unemployment tick up.But what we're seeing really is transformation in the workplace. You're seeing every job is changing ...

As normal Hock Tan does not name. He alludes to this A-6 customer on the call. And when you published your research recession reaction, that's where you looked at assets and revenue.Why focus there. I mean, that is the center stage for you right now. Look, before this announcement, they were still the majority chair owner of the ASU accelerator landscape.And with this announcement now, their share is actually going to increase, if you can believe that. So right now they are the number two ace any company af ...

You are indeed the founder managing partner, Steve. I'm really interested as to some of these milestones. Yes, it's about market capitalization, which is extraordinary.But to get 20 million cars on the road, to get 10 million of those with FSD, to get 1 million robots, 1 million robot taxis. Is that realistic. Well, I think that's going to be awfully hard for Tesla to do.And again, I support incentive based pay packages for CEOs and pay packages. Sounds astronomical, but so are the milestones to get it. He' ...

Financial Performance - The company achieved record-breaking revenue and expanded profitability sequentially [1] - Traditional server business is expected to return to approximately 10% of the quarter [2] - Juniper transaction is expected to result in at least $600 million in synergies [15] - An incremental $350 million in savings is expected through portfolio optimization, workforce optimization, and technology deployment [16] Strategic Initiatives & Market Positioning - The company is leading with networking for AI, leveraging the Juniper transaction [4] - Sovereign and neo clouds and enterprise now represent more than 60% of the market [5] - The company is focused on rack scale integrity architecture for the sovereign space and integrated solutions for enterprise [6] - The company aims to build the best networking business in a modern, secure, cloud-native, and AI-driven portfolio [13] - The company is integrating Nvidia's AI suite into its Greenlake Cloud, offering an integrated solution for enterprise customers [20] AI & Technology Adoption - The company is deploying generative AI (becoming "genetic AI") across finance, marketing, services, and supply chain [25][26] - The company has deployed more than 60 generative AI use cases and has more than 200 in testing [27]

Deep sea, actually, despite the sort of volatility of April, which deep sea cause in markets, it moves slower than some of the other Chinese names working on models. But the whole point is that this is a genetic. They want something that goes beyond the chapel.Yeah, that's right. And I think we've all been a little bit surprised at how little we've heard from Deep Sea in the last eight months since it upended the markets. We've seen a glut of products from Chinese and US rivals.And there's a lot of speculat ...

Product Development & Strategy - Apple is launching an overhauled version of Siri around March, including the ability to tap into personal data and an AI web search tool, named answer engine, as part of an update called iOS 26.4% [1][2][3] - The revamped Siri package includes a redesign, a health subscription service, and conversational features on home devices [5] - Future Siri capabilities include fulfilling queries based on onscreen content and voice-based navigation [6][7] - Apple plans to integrate the new AI features into Safari and Spotlight [3] - Later in the year, Apple will launch a Health Plus subscription service and a visual redesign for Siri, followed by a conversational Siri tied to a new robotic home device [7] Partnerships & Technology - Apple is partnering with OpenAI, Anthropic, and Google to rebuild Siri, with signs pointing to them working with Google's Gemini [10] - Apple and Google signed a formal evaluation agreement for Google's model [11] - Anthropic is also being considered for different parts of Siri, but their asking price is over 15 billion a year, escalating annually for the next three years [11] Market Dynamics & Competition - Google search is very important to Apple, generating roughly 20 billion plus per year, but the industry is shifting [4] - An increasing number of people are using search engines like Perplexity instead of Google [4]