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$QCOM CFO Akash Palkhiwala says Qualcomm has built the low-power technologies humanoid robots need better than Nvidia--and claims it's in pole position to supply their chips
Michael Sikand: “Speaking of that, Goldman has around $3,000 to $6,000 of chips in every single humanoid
Michael Sikand: “Speaking of that, Goldman has around $3,000 to $6,000 of chips in every single humanoid
0:50Fireside Alpha@firesidealpha · Oct 6$ANET Andy Bechtolsheim says AI has made optics demand about 10 times bigger in five years and the industry is only at the "very beginning"
"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably
"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably
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