“Qualcomm today is very different from @Qualcomm from the past”. Diversification progress will be the theme of the day. Big progress since it set out the “Edge computing everywhere”vision in 2021

Seated and ready for @Qualcomm 2024 Investor day in NYC. This should be a good one given trajectory of auto and PC..

Hugely impressive line up of partner CEOs featured at #SnapdragonSummit including Microsoft, Meta, OpenAI, Epic Games, GM, BMW, Best Buy, Samsung, Xiaomi.. & still going. Underlines ecosystem breadth, Snapdragon diversification and elevated role as strategic partner in age of AI

This is a key takeaway from #MSBuild. Microsoft working hard to provide choice and breadth for developers. An AI model for every need and target. The OpenAI relationship is the tip of the spear.

A reminder of how quickly MS is moving with Copilot and #AI infusion.. All built off the Copilot stack, exponential increases in performance and efficiency.. “Count on this getting more robust and cheaper over time” #MSBuild

Windows Copilot runtime. Enabling developers to build experiences running on device. Includes API for Recall and new Phi-3 and Phi-Silica models. PyTorch also now native on Windows. Lots being enabled here! #MSBuild

This is a very different launch to previous Windows on Arm efforts. Broad OEM support (7 OEMs) masses of native apps and a big jump in emulation performance. A huge opportunity for @Qualcomm to challenge @Intel and @AMD. #microsoftevent

The details of the Copilot+ spec.. Snapdragon X Series central to this effort which is taking the fight to Apple M-series. #windowsevent

“Recall” is one of the big experiences at the heart of #Copilot+. “Find anything you’ve ever seen or done on your PC”. Great utility and a terrific example of why on-device AI is so critical

Worth noting that only Qualcomm can deliver on the Copilot+ spec at launch. Intel and AMD will follow towards the end of the year. A huge coup for @qualcomm and the result of a deep strategic partnership with Microsoft. #microsoftevent

Microsoft announces Copilot+. A new class of PC based on on-device AI and with broad support from across the ecosystem. #microsoftevent

Excited to be at the #microsoftevent at a shiny new Redmond campus. Looking forward to lots on Copilot, AI and what’s next for Windows PCs..

Delighted to host this session today for @CODE_org_. Superb discussion on the importance of open ecosystems, regulation and the role of CODE. #MWC24

Delighted to announce that @ianfogg42 has joined the CCS Insight team to spearhead our insight into network transformation. Tune in to our MWC 2024 webinar to hear more..

Today on the @CCSInsight blog, I’ve shared some thoughts on the new Snapdragon XR2+ Gen 2 chipset, which kooks set to be used in Samsung & Google’s forthcoming headset. Announced just ahead of #CES24, it’s the first major update for the #XR industry ahead of a busy year

Today on the @CCSInsight blog, I share some thoughts on what we’re expecting to see at #CES24. AI and automotive are likely to be dominant topics but I’m hoping for some interesting and innovative gadgets too. Looking forward to the show! https://t.co/KMukkfPJGX

Our take on Apple's move to embrace RCS. There's a lot to unpick and a lot that's yet to be determined but this is the Digital Markets Act shaping the direction of Big Tech far beyond the boundaries of the EU. A fascinating year ahead.

Big news in mobile messaging. Apple adopting RCS & opening up messaging. EU's Digital Markets Act (DMA) has been key factor in this decision. @CCSInsight has repeatedly predicted DMA would drive change in a similar manner to GDPR (and USB-C legislation). https://t.co/P1ph4r9xzS

Recommend viewing. A superb discussion with @durga_malladi from @Qualcomm covering 5G, AI, cloud and Open RAN. Essential for anyone interested in direction of travel and the intersection of fundamental technologies. @kestermann @benwood @shauncollins

Just published - @CCSInsight analysis of the key announcements at #SnapdragonSummit. A pivotal event for @Qualcomm. Access here for clients or DM me if you're interested in receiving a copy.