Qualcomm

India is investigating a Tata data leak that exposed Apple iPhone secrets. Tata has hired a global consultant to conduct a forensic audit after documents from Tesla, Qualcomm, and TSMC were also posted on the dark web.

India is investigating a data breach at Tata Electronics that exposed sensitive documents related to Apple’s unreleased iPhone 18 Pro, including component lists and supplier details. The leaked files, obtained by a ransomware group, were posted on the dark web, with additional documents from Tesla, Qualcomm, and TSMC also compromised.

Qualcomm is developing a near-memory compute architecture called High-Bandwidth Compute (HBC), stacking DRAM on XPUs to improve AI infrastructure performance. The technology will debut in 2025 as part of the AI250-series Dragonfly systems, claiming 768 GB memory and 133 TB/s effective bandwidth, though skepticism surrounds its 'effective' bandwidth claims compared to competitors like Nvidia.

Don McGuire, CMO of Qualcomm, stated during the 2026 Cannes Lions Festival of Creativity that discussions about AI in the enterprise are becoming more realistic, emphasizing the collaboration between humans and AI to make it useful.

A data leak from Apple's Indian supplier Tata Electronics exposed sensitive component lists, supplier details, and photos of the upcoming iPhone 18 Pro models on the dark web. The breach, attributed to ransomware group World Leaks, risks disrupting Apple's supply chain strategies and could benefit competitors or counterfeiters by revealing supplier-part mappings.

AI-driven capital spending is accelerating, with Big Tech investing heavily in data centers, chips, and infrastructure. JPMorgan projects global AI-related capital expenditures to reach $5.5 trillion by 2030, while Qualcomm aims for $15 billion in annual data center revenue by 2029, and Micron reported a 346% quarterly revenue surge.

Australia is investigating Facebook, Instagram, Snapchat, TikTok, and YouTube for failing to enforce the country’s ban on children under 16 accessing social media. The government has doubled potential fines for non-compliance after a study revealed 80% of Australian children still use these platforms, citing inadequate age verification measures.

Qualcomm is challenging Nvidia's dominance in the AI chip market for data centers through new AI accelerators and CPUs. The company projects $15 billion in annual AI component sales by 2029 and plans to reduce reliance on smartphone chips by expanding into automotive tech, PC chips, and smart home devices. Qualcomm acquired Modular, an AI software company, to compete with Nvidia's CUDA platform.

Asian shares dropped sharply as traders sold stocks to lock in profits following recent gains in AI-related investments. Key indices like Japan's Nikkei 225 and South Korea's KOSPI fell over 4% and 6.8% respectively, with tech companies such as Samsung and SK Hynix experiencing significant declines.

Qualcomm is pursuing a $40 billion transformation in data centers, with Meta already investing in the initiative. The company aims to compete with Nvidia in this market.

The U.S. stock market drifted in mixed trading as Micron Technology surged 14% on strong earnings and growth forecasts, while Apple dropped 4.6% after raising product prices. Qualcomm also rose 4.3% after upgrading AI-related growth projections, but broader market gains were limited by inflation concerns and mixed economic data.

Qualcomm is expanding into AI data centers with its new Dragonfly chip portfolio, aiming for over $15 billion in data center revenue by fiscal 2029. Meta has been identified as a key customer for this initiative.

AI stocks rebounded, lifting the U.S. market with the S&P 500, Dow Jones, and Nasdaq all rising. Micron Technology surged 19.4% due to strong earnings and a revised growth forecast, while Qualcomm raised its 2029 revenue target amid AI-driven demand. Easing Treasury yields and lower oil prices further supported market gains, with global indices like South Korea’s Kospi and Japan’s Nikkei also rising.

Tech shares surged in Japan and South Korea, driven by strong earnings from Qualcomm and Micron Technology, lifting global markets. Oil prices declined amid U.S.-Iran war negotiations, while tech-related indices like the Nikkei 225 and Kospi hit record highs.

Tech shares surged in Japan and South Korea, driven by strong earnings from Qualcomm and Micron Technology, lifting global markets. Oil prices declined as U.S.-Iran war tensions eased. Major indices like the Nikkei 225 and Kospi hit record highs, while tech-heavy indices like the S&P 500 and Nasdaq saw gains.

Asian shares rose sharply, led by tech-driven gains in Japan and South Korea as chipmakers surged following positive earnings reports from Qualcomm and Micron Technology. Oil prices fell over $1 amid negotiations to end the U.S.-Iran war.

Tech shares in Japan and South Korea drove Asian markets higher as Qualcomm and Micron Technology reported strong earnings, while oil prices fell amid U.S.-Iran war negotiations. The Nikkei 225 and Kospi indices surged, with gains in chipmakers like Tokyo Electron and SK Hynix. U.S. crude and Brent prices dropped over 3%.

Tech shares in Asia surged, led by gains in Japanese and South Korean chipmakers following strong earnings from U.S. companies like Qualcomm and Micron Technology. Oil prices fell as U.S.-Iran negotiations progressed, while Asian stock indices like the Nikkei 225 and Kospi hit record highs.

Qualcomm announced Meta as its first Big Tech customer for data centre chips. The deal announcement and higher revenue outlook caused shares to rise as much as 15%.

Qualcomm announced an AI data center CPU and secured Meta as its first major customer. The company's primary business remains smartphones, which accounted for two-thirds of its product revenue in the most recent quarter.

Qualcomm is acquiring AI software startup Modular in a $3.9 billion all-stock deal, issuing up to 19.2 million shares to Modular's equity holders as the company expands its focus on data center AI.

Business leaders at Cannes Lions emphasize the importance of human creativity and authenticity in marketing, as AI adoption raises concerns. Gstaad Guy, a satirical figure, highlights how his authentic partnerships with brands like Bentley resonate with audiences. Sports brands like Lenovo and Manchester United stress authentic engagement with fans through partnerships, such as Qualcomm's Snapdragon.

The Nasdaq composite dropped 2.2% in early trading due to sharp declines in Big Tech companies, driven by concerns over potential interest rate hikes and their impact on economic growth. Micron Technology fell 12%, SpaceX slipped further after a week-long decline, and chipmakers like Qualcomm and Intel saw significant losses.

Wall Street faces significant losses led by a tech sector sell-off amid concerns over potential U.S. interest rate hikes. Futures for major indices like the S&P 500 and Nasdaq dropped sharply, with tech firms like Micron, Intel, and SpaceX experiencing steep declines. Global markets also fell, with Asia's Kospi and Europe's DAX seeing notable drops.

Qualcomm Inc. is nearing a deal to acquire AI chip startup Modular. The company is promoting AI-infused gadgets at the 2026 CES event in Las Vegas, targeting investors, corporate clients, and consumers.

Qualcomm is reportedly in talks to acquire AI chip company Tenstorrent, a RISC-V-based firm, in a deal valued at $8 billion to $10 billion. The potential acquisition aligns with Qualcomm's datacenter ambitions and efforts to expand its RISC-V ecosystem, following its earlier purchase of Ventana Micro Systems. Tenstorrent's CEO, Jim Keller, is known for his work at AMD, Apple, and DEC.

Qualcomm CEO Cristiano Amon stated that AI agents will replace apps and the company is developing 40 new AI-powered devices. He expressed optimism about smart glasses becoming as significant as smartphones.

Major tech companies are competing to develop smart glasses with AI. Ziad Asghar, a Qualcomm executive, discusses the topic with CBS News.

The article critiques recent tech keynotes, highlighting Microsoft's Windows 11 as an 'agentic platform' with an autonomous 'Autopilot' agent, while criticizing Nvidia's RTX Spark and Qualcomm's 5G surveillance for privacy concerns. It draws parallels to past tech dystopias and questions the inevitability of these advancements.

Nvidia is expanding its AI competition to laptops, shifting the focus from data centers. The company is entering a new phase of rivalry with Apple, Intel, AMD, and Qualcomm.

Tech companies like Nvidia and Perplexity are developing AI-focused hardware and software to address growing data privacy concerns, aiming to shift computing reliance away from cloud services. Nvidia's new chip embeds AI capabilities in laptops, while Perplexity's AI assistant automatically routes sensitive data processing locally.

The MSI Claw 8 EX AI Plus handheld features Intel's new Arc G3 Extreme graphics, powered by the Panther Lake laptop chip on the 18A process. The device demonstrates significant performance and battery life improvements, potentially positioning Intel as a leader in portable gaming chips despite recent challenges.

Microsoft announced new Surface hardware, an always-on personal assistant, and updates to in-house AI models at Build 2026. The Surface RTX Spark Dev Box, featuring Nvidia's Arm-based Spark RTX chip and 128G, was highlighted as a substitute for Qualcomm's canceled dev kit.

Microsoft unveiled the Surface RTX Spark Dev Box, a miniature PC for developers powered by Nvidia's Arm-based RTX Spark chips. It features a 100-watt thermal envelope and resembles an Xbox Series X console in design, differing from Qualcomm's offerings.

Qualcomm CEO Cristiano Amon envisions a future where AI agents replace phones as the central hub of digital life, operating across devices like smart glasses and earbuds. He highlights 6G networks enabling pervasive data tracking and digital twins of cities, while economic pressures drive distributed AI processing to reduce costs. Privacy concerns are noted as dependent on vendors' policies.

Nvidia announced new PC chips as part of CEO Huang's strategy to dominate the AI stack, causing stock declines for AMD, Intel, and Qualcomm due to perceived market threat.

Nvidia is entering the consumer laptop chip market with RTX Spark, aiming to deliver high performance similar to Apple's M1 chip. The article notes that while Qualcomm's chips in Windows laptops have not matched Apple's performance, especially in graphics, Nvidia's entry could unlock untapped potential for Windows laptops.

Computex 2026 in Taipei features major tech announcements including Nvidia's RTX Spark chips for laptops and mini PCs, Intel's Arc G3/G3 Extreme chips for handhelds, Qualcomm's Snapdragon C platform targeting MacBook Neo, and AMD's extended AM5 support. Acer, MSI, and Dell are launching new devices like the Predator Atlas 8, OLED gaming monitors, and XPS 13 revivals.

Nvidia has launched an AI-powered 'superchip' called RTX Spark PC, designed for Microsoft Windows to enable AI agents to replace traditional mouse and keyboard inputs. The chip aims to integrate advanced AI capabilities into laptops and desktops, positioning Nvidia against competitors like Intel, Apple, Qualcomm, and AMD.

Nvidia has launched an AI-powered 'superchip' called RTX Spark PC chip for Microsoft Windows, aiming to replace traditional mouse and keyboard inputs with AI agents. The development positions Nvidia in a competitive landscape against Intel, Apple, Qualcomm, and AMD in the AI chip market.