Snapdragon Summit showed how persistent context, sensory wearables and heterogeneous software could connect the endpoints brought together by Qualcomm’s broader diversification strategy The first day of Snapdragon Summit provided a …
Analyst Angle
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Qualcomm has spent years taking its mobile tech into automotive, IoT, PCs and now data centers; agentic AI is the thread that connects those businesses Qualcomm’s diversification strategy has historically …
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AI infrastructure investment continues to accelerate; the next big question is how to turn this capex supercycle into repeatable, monetizable business outcomes — and what role will telecoms play? The telecoms …
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As agentic AI becomes a primary consumer of network capabilities, telecom infrastructure has to evolve from connecting applications to infrastructure that machines can discover, provision, secure and consume For most …
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Networks optimized for delivering content to people may need to be rebalanced for machines sending the physical world to AI For most of the mobile broadband era, network traffic has …
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Research note: As physical AI ramps, T-Mobile US sees the network as part of the compute stack
As AI moves from generating information to controlling machines, T-Mobile US regards low-latency wireless, edge inference and eventually 6G as creating a new role for the carrier network We’ve covered …
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As AI moves from generating content to taking action in the physical world, T-Mobile US sees deterministic connectivity, distributed compute and AI-native networks as a path to capturing new value …
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Verizon is positioning long-haul fiber and legacy central offices for two phases of the AI infrastructure buildout: connecting distributed data centers today, then supporting inference closer to network endpoints The …
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As the center of AI gravity shifts from training to inference, AT&T is positioning its fiber network as connecting AI infrastructure to enterprises and physical systems The first phase of …
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Research note: Dell, Broadcom earnings show AI is entering its industrialization phase
AI infrastructure demand is broadening from accelerators into full-stack systems, while custom silicon is becoming a meaningful counterweight to merchant GPUs First things first, Dell Technologies and Broadcom this week …