Fireside Alpha
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$QCOM Qualcomm CFO reveals Meta will introduce a watch alongside its AI glasses, and says multiple frontier labs and hyperscalers will launch personal AI devices in the next six to nine months, including cameras and microphones on employee badges
Michael Sikand: “I’d be curious
Michael Sikand: “I’d be curious
1:34Fireside Alpha@firesidealpha · Oct 7$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
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