We've made significant AI R&D investments in mobile chips, data centers, edge computing, automotive, all of these markets. However, it's clear that we are lagging behind in this space, please share your views.
10 replies (most recent on top)
QCOM ML < AI
QC's AI is bullsh-t, data center AI product have been going to market for four years with zero sales. The employees who reported the real market demands were all fired by this group of people just because they unintentionally exposed the gap between product definition and actual needs, as well as the incompetence of the product development team. It's not surprising at all that the company has reached this point. Ever since Sanjay left the company, the promoted people have been based on connections rather than performance and ability. Shame on JT/RA.
Simple truth is AI has stayed mostly on powerpoint for the last decade. All diversification bets were on auto XR and compute. Of the lot only auto has materialized somewhat that too insignificant volume. So C suite lost its bet and the peasants get to pay for it. Welcome to late stage capitalism!
The fat a-s CEO thinks Q is an AI company.
Q-Donuts will be a trillion dollar BU soon
QCOM was founded by bright visionaries as a modem's systems company (that is still what we do today). After the founders, the company was ran by generations of regular overpaid people. They, of course, couldn't guide the company towards an innovative path. The c-suit employees, so called visionary executives, just followed trends and usually arrived late to make any difference besides modem chipsets. Sad :( but true
Q hasn’t been first with anything since CDMA. Q waits for markets to develop before investing, hoping to get in before it is too late. AI is no exception. Is it already too late? Who knows.
Qualcomm does not design its own chips they use AMDs IP. AMD just came out with its first AI chip design so Q should shortly follow suit and come out with an AI chip now that the IP is available
QCOM: “BS us at the core of what we do”.
QCOM talks and talks. NVDA has smarter people who do and do. Just look at NVDA growth compared to QCOM.
Because we are on the Edge of the unknown universe.