Comment by webdevver
>They just won a significant case in its licensing battle with Arm
did you notice how ARMs stock jumped 5% after that ruling? that tells you everything you need to know.
not to be reddity but reminds me of that scene from The Social Network, where Zuck's buddy couldn't udnerstand how the the record companies winning was actually a massive L.
all the court proved was its total irrelevance to market forces, thats all. ARM is in NVidia accelerators, in Apple phones, in things of actual relevance.
Where is qcom "in"? theyre competing in... laptops!? i could not think of a worse commodity to be in. low volume, no margins, no added value. NPUs? holy snakeoil. again, this edge inferencing that nobody cares about. theres not even a roadmap for anyone to care about it.
>next generation of handheld gaming. If Valve or someone paired with them for the next Steamdeck style project, they'd dominate.
yeah, a market of what, $50M? jeez louise.
>Outside of Snapdragon its basically 5G Telecoms atm
seems to be the only thing going for it.
Quoting Arm stock prices is hilarious considering that there is only 10% float available to be traded and 95% of that 10% is owned by institutions already. That stock is so heavily manipulated so the big boys can make insane profits on options.
On the other topic
>>Outside of Snapdragon its basically 5G Telecoms atm
>seems to be the only thing going for it.
Did you guys forget the $4B a year in auto rev that they generate, they essentially captured the entire auto market from Nvidia and NXP.