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From: Frank Sully11/14/2021 8:28:35 AM
   of 1029
Qualcomm now owns Nuvia, aims new CPU design resources directly at Apple

Ron Amadeo


A splash image for Nuvia from the company's blog.

Qualcomm has wrapped up its $1.4 billion acquisition of silicon design firm Nuvia, a move that will lead to in-house Qualcomm CPU designs. The acquisition should allow Qualcomm to compete with Apple's silicon division and focus on pushing bigger, better ARM chips into the laptop market. The deal was announced in January 2021.

Don't feel bad if you've never heard of Nuvia; the company was only founded in 2019 and has never made a product. Nuvia was focused on building server chips, but Qualcomm seems mainly interested in the engineering pedigree here, since the company was founded by three high-ranking engineers from Apple's silicon division. Nuvia's CEO, Gerard Williams, formerly Apple's chief CPU architect for nearly a decade, is now Qualcomm's SVP of engineering.

Apple is famously in the process of dumping x86 Intel CPUs in order to roll out in-house ARM architecture designs across the company's entire laptop and desktop lines. Qualcomm wants to be here to sell chips to all the PC vendors that want to follow suit. Qualcomm's press release immediately aimed its new design resource at the market Apple is upending, saying, "The first Qualcomm Snapdragon platforms to feature Qualcomm Technologies’ new internally designed CPUs are expected to sample in the second half of 2022 and will be designed for high-performance ultraportable laptops." The call-out that this acquisition will lead to "internally designed CPUs" is a big deal, since currently, Qualcomm only ships lightly customized, off-the-shelf ARM CPUs.

Apple's ARM cores are industry leading due to the strength of the company's CPU designs. While Apple uses the ARM architecture, the company ships totally custom, in-house CPU designs. Qualcomm's SoC CPUs might be rebranded as "Qualcomm Kryo CPUs," but they never deviate much from ARM's for-sale CPU designs. The company's top laptop chip, the Snapdragon 8cx Gen 2, uses ARM Cortex A76 CPU cores. The top smartphone chip, the Snapdragon 888, uses an ARM Cortex X1 core and Cortex A78 cores.

Stepping out from ARM’s shadow

Qualcomm president and CEO-Elect Cristiano Amon says the acquisition will allow Qualcomm to develop "differentiated products with leading CPU performance and power efficiency." Currently, Qualcomm's differentiation in the SoC market mainly relies on its modem technologies (hence the company's frenzied promotion of 5G), its Adreno GPU division (which was ATI's Imageondivision before it was acquired in 2009), and its aggressive patent licensingscheme, which locks out competitors. Having a quality CPU design house would nicely round out the company.

ARM's CPU designs are used in basically every type of computing device on earth: servers, smartphones, tablets, laptops, cars, IoT products, maybe a desktop or two, and a million other things. Having to spin this many plates at once means ARM has to be more of a generalist than you might prefer if you're trying to compete with a laser-focused CPU design house like Apple.

One area of low-hanging fruit is the lower-power CPU cores that regularly ship in Qualcomm's SoCs. High-end ARM chips usually have a "big.LITTLE" design, with a set of four higher-power, faster chips for foreground processing and a set of four lower-power, slower cores for background processing and standby work. The higher-power cores are updated every year, but the lower-power cores are only updated about every four years. The Cortex A53 was the low-power solution for 2012-2016, and today the ancient Cortex A55 cores, from 2017, are still shipping in the Snapdragon 888 and 8cx Gen2. If you suddenly find yourself with more CPU design resources, putting the power efficiency parts on a yearly cadence seems like a good place to start.

Even under the limitations of off-the-shelf ARM designs, laptop SoCs have been an afterthought in Qualcomm's lineup. The company's flagship 2021 Snapdragon 888 smartphone SoC is a cutting-edge design based on the latest ARM X1/A78 design and built on the latest 5nm manufacturing process, but Qualcomm's laptop chips are two generations behind the smartphone designs. The current Snapdragon 8cx Gen 2 laptop SoC was only announced three months before Snapdragon 888, but the combination of an ARM Cortex A76 CPU and a 7nm manufacturing process makes it equivalent to the Snapdragon 855, a smartphone SoC released in 2019.

The current ARM X1 design answered demands for a bigger, higher-power ARM chip. On one hand, it's a shame that Qualcomm didn't push the chip into the laptop SoC in a timely manner, since it seems like the right direction for a laptop. On the other hand, the X1 is a good example of how uncompetitive Qualcomm would have been with a reliance on an ARM design roadmap. Again, ARM is a generalist, and "Bigger and higher-power" for ARM still isn't bigger and higher-power enough to compete with Apple. The 2021, Cortex X1-based Snapdragon 888 still can't compete with the 2020 Apple A14 Bionic in CPU benchmarks, let alone the top-of-the-line Apple M1 chip. ARM just isn't producing designs with Apple's laptop and desktop power targets.

While laptops are the first target for Qualcomm, the company isn't stopping there. Qualcomm's press release says the company "expects to integrate next-generation CPUs across a wide portfolio of products, including powering flagship smartphones, laptops, and digital cockpits, as well as Advanced Driver Assistance Systems, extended reality, and infrastructure networking solutions." That statement seems to specifically snub smartwatches and desktops, but it's a start.

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From: Julius Wong11/14/2021 8:30:21 AM
1 Recommendation   of 1029

Scientists build tiny robot that could deliver drugs with amazing accuracy

The microrobot moves around using little hairs inspired by those on baby starfish.

Cornel Dillinger/ETH ZurichImagine a microscopic robot propelled by undulating hairs moving through your stomach to deliver medication to diseased cells. That's the kind of future researchers at ETH Zurich hope to manifest with their latest creation.

The team of scientists at the public research university in Switzerland has built a microrobot that's inspired by the movement of starfish larva. Their yet-to-be-named robot measures just a quarter of a millimeter across and swims through liquid by moving tiny surface hairs, or cilia, found on all kinds of microorganisms, including newborn starfish.

Like the sea creatures its movement is modeled after, the tiny robot is lined with ciliary bands, attached to the robot's body at a slope. Using an external source of ultrasound waves, the scientists are able to make the synthetic cilia oscillate 10,000 times per second, or about a thousand times faster than the ones on a baby starfish.

The rapid beating of the cilia creates a minuscule vortex in front of and behind the robot. This vortex zooms the tiny robot forward using a suction effect in front, with a thrust in the rear.

The research was led by Daniel Ahmed, a professor of acoustic robotics for life sciences and healthcare.

"In the beginning we simply wanted to test whether we could create vortices similar to those of the starfish larva with rows of cilia inclined toward or away from each other," Ahmed said in a statement.

The technology could be ideal for delivering life-saving drugs to hard-to-reach places inside the human body, and Ahmed believes the bot could have real medical applications in the foreseeable future.

"Our vision is to use ultrasound for propulsion, imaging and drug delivery," Ahmed said.

Steering the robot inside the human body, however, will require sharp imaging in real time. This will provide the next big challenge for the team. Ahmed anticipates the design of the robot could even have uses outside of medicine, such as moving around tiny amounts of liquid for other research, as well as industrial opportunities.

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From: Frank Sully11/14/2021 8:31:30 AM
   of 1029
Why I’m planning on buying Qualcomm on Monday

Here is a conversation from the Qualcomm Moderated Thread mesage board between me, Arun and Jeff.


Arun’s motivating post:

<The bottom line is what we've often said, Qualcomm's business model is unique, but doesn't belong anymore with the low growth legacy tech companies.>

Historically, by solving the spread spectrum problems with CDMA, Qualcomm built the ecosystem, technologies, and IP that has made huge companies (Xiaomi, Oppo, etc) or made companies huge- Apple, Facebook, Samsung, Google, their growth coming from mobile use.

Despite being a high growth company (by units), Qualcomm fearing monopoly accusation and regulatory overkill from nations has never been able to extract the full value of its contributions. And this has been interpreted by Wall Street that Qualcomm does not really have a moat, and is a commodity player like US Robotics, Netgear etc. In reality, with every generation such as 5G, there are fewer and fewer competitors that can match Qualcomm at the cutting edge of wireless communication. Look at how many have given up or never tried competing over the years - Nokia, Ericsson, Broadcom, Intel, Motorola, Texas Instruments. Apple is still trying. Mediatek has the lower end share. Samsung is still trying. Apple is still trying. Huawei has been forced to stay away by the US Government. Google seems to be wanting to get independent from Qualcomm.

Let us look at what else has happened over the years. Intel was a memory chip maker and then decided to become a microprocessor maker. With the success of IBM compatible PCs, Intel took away a huge chunk of the profits of the business at desktop and server level. The computer revolution depended on Intel improving the performance of its chip to cater to ever hungrier end-user and corporate markets and later data center markets. Intel chips commanded the highest gross margins (partly because Intel was the foundry leader too). AMD was the Mediatek equivalent of the x86 industry, with much lower market share. Later, AMD spun off its foundry business and became a fabless designer of x86 compatible CPU and GPU. So in the microprocessor business, there was the venerable Intel. And also rans. The PC and Server market defined the aristocracy of chip makers. Qualcomm was never considered a serious chip designer.

Then came the digital cellular networks. Between, 1995 and 2005, almost everyone everywhere got a cell phone. And between 2005 and 2021, almost everyone has a smart phone if they could afford one. The ever hungrier applications and functionality demanded by smart phone users (and as defined beautifully by Steve Jobs), has forced the cellphone SOC makers to keep innovating to improve bandwidth, CPU processing power, GPU, all in a small form factor, with lower power use, and quick recharging, while staying compatible with 3G,4G. 4G LTE, 5G, and different bands etc. And Qualcomm is the company that has best met those collective challenges so far. That means Qualcomm has now become one of the best designers of SOCs in the industry. Otherwise, why would smart phones sell for more than most laptops?

Qualcomm of course has not done this alone. Google's Android system (and in future the WearOS) has helped. Having access to the sophisticated foundries of TSMC, Samsung, Global Foundries, and now Intel is a big help as well as lowers the risk. And thirdly, committing to ARM cores, allowed Qualcomm to deliver experiences on phones what Intel could not deliver.

Samsung has foundries and chip design knowledge. After it became a leading cell phone player (thanks to the turn of technology with Qualcomm enabled wireless ecosystem). In the process, it has improved as an SOC provider. So Samsung has become more than a DRAM maker compared to previous competitors such as Micron or SK Hynix. Of course, Samsung has also benefitted from Android and ARM Core licensing to compete.

Huawei was positioned as the next Samsung by the Chinese government. The idea was to invest early in 5G and then challenge or negotiate a better Qualcomm's IP licensing. Huawei also took advantage of Android and ARM core licensing. All that got them to be a serious player. Still behind Qualcomm SOCs, but a player nevertheless. Anyway, US-China trade fights have slowed Huawei down for now.

Now the worldwide Desktop market annually is about $350 billion, and the Server market is about $100 billion. The smart phone market is about $500 billion and already more than the PC and Server markets together. Server market is expected to grow at 8% a year and the desktop at half the rate. Smart phone market is expected to grow at about 9% a year. So now smart phone industry leads not just in sophistication, but also in the dollar value. And the lead is only going to increase with other connected devices.

Let us add another market - the GPU market. It is a component of the PC and Server market. Currently about $30 billion/year. However, because of the growth in gaming, cryptocurrency mining, and AI applications, it is expected to grow at 35% a year. nVidia has the about 80% of the market share, with AMD in the second position. Qualcomm Adreno has a chunk of the GPU market on smart phones, AMD and nVidia are not there. Just note that there are more Qualcomm GPU devices out there than nVidia GPU devices. And Qualcomm has to design these to be more power efficient. And Qualcomm had acquired the Adreno product line from AMD, the second best GPU player. So, Qualcomm's team in GPU is no pushover.

Now Apple under Steve Jobs defined the Smart Phone and Tablet products. Cook is milking them as well as he can. He has developed the ecosystem well with iCloud, Apple Pay, and App Store. But on the technology front, Apple's success so far has been its in-house microprocessor development. Both the A1 and M1 processors developed using ARM cores are cutting edge designs. They are proving that with ARM's help, they can turn the table on previous vendors such as Qualcomm and Intel. (On the other hand, the key members of Apple's design team are now at Qualcomm with Nuvia). Then Apple's products will be continue to charge a premium compared to US, Chinese, Taiwanese, and Korean manufacturers. Next they intend to make a better or equal modem as Qualcomm, and improve their margins further. This is all a defensive play to keep their cash cow customers. Apple still needs to look at much bigger markets - an EV car could be one, as there is room for new players before traditional car vendors recover or new players emerge (Rivian/Lucid/BYD/XPeng/Li/Fisker). Apple will have to outsource the car assembly to an experienced low cost high quality vendor - a Foxconn equivalent in that market. If that is all too late, Apple should try to corner the User Interface part of the car computer system and maybe partner with Qualcomm for the ADAS/Arriver part.

Lets see who the big buyers are of devices with highest end processors. Highest end are the Flag-Ship phone makers and the Cloud servers. There are only 5-6 big flag-ship phone vendors. Apple and Samsung wish to make their own SOCs completely. Xiaomi, Huawei, Oppo, Vivo etc. would love to get rid of Qualcomm, but if they fail to make a competitive product, another vendor empowered by Qualcomm will take their place in the next iteration of phone standards. Everyone is emboldened by having access to ARM cores and think they can catch up.

In the server world, the biggest buyers are governments and the big cloud players - Amazon, Facebook, Microsoft, Google, Alibaba, IBM, Oracle. They will all be gunning for profits being made by their prime vendors - Intel/Altera, AMD/Xilinx, nVidia, and Cisco. They have two ways - make the devices/chips themselves and/or find another vendor to increase competition. They are going to do both in parallel. So there is a possibility that another vendor may squeeze in. Hopefully, Qualcomm combined with Nuvia can reach that level. However, this is less likely at the data center server level so early. As AI processing is likely to dominate the Cloud usage going forward, the Cloud players would like to cut out nVidia GPUs. This will take time, as nVidia GPUs and CUDA language seems to be dominating so far. Again the Cloud players with huge capital budgets, are going to use ARM core licensing to become chip designers themselves. And only the big Cloud players have the clout similar to the large phone makers and big fab-less chip designers to demand Foundry capacity from TSMC, Samsung, or Global Foundry.

So you can see how everyone (except Intel and AMD) is depending on ARM core licensing. And high flying nVidia wants to control that access by buying out ARM. Is nVidia scared or ambitious?

Also, Qualcomm is not getting credit for being a sophisticated chip designer (using ARM cores) - on par with Intel, AMD, nVidia and Samsung. Intel has been extracting over 50% gross margin and big dollars for its chips. Somehow the analysts were surprised on the earnings call with just 35% of gross margin of Qualcomm Technology business. There may be room to grow that margin if Qualcomm starts competing in the desktop and server space. Lets see what Nuvia brings.



My comments:


<<< Let us add another market - the GPU market. It is a component of the PC and Server market. Currently about $30 billion/year. However, because of the growth in gaming, cryptocurrency mining, and AI applications, it is expected to grow at 35% a year. nVidia has the about 80% of the market share, with AMD in the second position. Qualcomm Adreno has a chunk of the GPU market on smart phones, AMD and nVidia are not there. Just note that there are more Qualcomm GPU devices out there than nVidia GPU devices. And Qualcomm has to design these to be more power efficient. And Qualcomm had acquired the Adreno product line from AMD, the second best GPU player. So, Qualcomm's team in GPU is no pushover. >>>

Thanks for a nice overview. Don’t know if this has been posted before but I found it to be quite informative.

Meet the AI Powering Today’s Smartest Smartphones

Message 33556512



From Forbes: NVIDIA Is Not A Chip Company. It’s A Platform Company

Message 33570145


Jeff’s response:

Qualcomm is not a chip company, it's a platform company. A similar article could have been written about Qualcomm, featuring their software, AI, robotics, auto, IoT, drones, health care, and smart cities/factories ecosystems. They are also a mobile connectivity, GPU, DSP, CPU, and modem-to-antennae RFFE company. Soon, Nuvia improvements on the CPU side, as well as the company's long cultivated research and development efforts, will begin bearing fruit in mobile computing, edge computing, and other growth endeavors.

Clearly, Nvidia and Qualcomm are finding their respective visions converging and intersecting in multiple growth markets, while AMD and MediaTek, respectively, try to take share in their legacy businesses.

Nvidia is a great growth story, and Jensen is the consummate founder/salesman. It appears that Qualcomm has finally determined that its messaging needs to be improved, to more accurately reflect its current and future business realities.

Tuesday will bring a major effort to reshape the way the investment community perceives Qualcomm. After all, as Jensen has reminded us, perceptions are reality.


My rejoinder to Jeff:

Thanks Jeff,

Your recommendation and comments as well as Arun’s and the articles I’ve read have convinced me to make a modest investment in Qualcomm on Monday, before the hoopla on Tuesday. I am continuing to diversify my holdings in AI & Robotics, which now will include NVIDIA, Google, and AMD in the growth arena, and Baidu and Qualcomm in the value arena. I also own a bit of the Robotics and AI ETF IRBO, which I’m considering liquidating after year-end since it hasn’t performed as well as the others (the strong companies get diluted by the weak companies). This is a investing theme which is becoming a bit too large a part of my portfolio than I find comfortable but I have become convinced of the long-term growth story. AI, AI chips, Robotics AI, and Robotics software are all forecast to grow at about a 40% CAGR over the next five years, growing five-fold in this time. The companies in my portfolio all appear to me to be the world leaders and will benefit from this extraordinary exponential growth.



Jeff’s rejoinder to me:

Hi Frank,

From the list of stocks on your profile, it's obvious that managing your own retirement portfolio was a superlative move. Congratulations! I, too, am an investor in Nvidia and AMD, though I admit that I was late to both parties.

Thanks for sharing your insights with Qualcomm investors, as well. Since the end of "the bubble", QCOM has been languishing as a value stock, fighting one legal, regulatory, and vertical-aspiring customer battle after another, while paying large dividends to us early investors for the patience to wait a seemingly interminable 20 years for what comes next.

The company has been greatly de-risked since settling with Apple, and winning the FTC v Qualcomm case in the 9th Circuit Court of Appeals. They are making the most of this period of peace, and you enter the stock at an interesting time - priced as a value stock, but growing both nominally and relatively, at rates greater than AMD, and similar to Nvidia.

My hope and expectation for us all, is that QCOM will again be perceived as a growth stock.

Best of luck,

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From: Frank Sully11/14/2021 8:50:57 AM
   of 1029
Exclusive interview: How new technology is reshaping the cockpit, according to Qualcomm’s Thomas Dannemann


May 13, 2021

Qualcomm’s Thomas Dannemann, product marketing director, shares his views on the critical trends in automotive, and how they will shape future mobility and onboard systems, with software updates to improve existing features and add new ones.

How is the automotive sector changing right now?

We are currently seeing four major trends transform automotive: connectivity – having a car that is always connected to the Internet of Things; digitalization – more displays and more digital content in the cockpit; electrification – a move away from combustion engines toward fully battery-electric vehicles; and the advent of autonomous driving – starting from partially autonomous, up to fully autonomous driving.

Every time you get into a new car, more of the mobile [consumer electronics]experience surrounds you, including multi-gigabit LTE and 5G connectivity, electronic clusters, high-resolution touchscreen displays, streaming media and high-definition video.

In the short term, the cockpit will continue to deliver information traditionally used by the driver: speed, charge or fuel remaining, engine temperature, oil pressure, engine check. In time, video from external cameras is expected to appear on the display, replacing external mirrors and resulting in lower wind resistance and better aerodynamics.

The main instrument cluster may be user-configurable so drivers can see the information they want, where they want to see it. Combining information from outside with real scenes of the car ride will create a new way of driving cars: augmented reality will enhance the driver’s view like that observed by a front-facing camera and overlaid with route guidance and surrounding information on a single screen either combined in the cluster display or projected on a head-up display [HUD].

Then, with more progress toward autonomous driving, the car could become an extension of the driver’s digital life, in both business and leisure. Drivers and passengers may grow to expect the same user experiences [apps, media, assets, content, etc] in the car that they get on their other mobile devices. Displays in the digital cockpit are expected to feature the kinds of information and communication now associated with smartphones, tablets and PCs, as well as high-resolution displays to accommodate television content and movies.

How does the Snapdragon Ride platform enable OEMs to react to market trends?

We offer scalability from 4G LTE to 5G, and vehicle-to-everything [V2X] technology that enables car-to-car communication, as well as car-to-infrastructure and/or car-to-everything communication. This could enable a car to share information about a new construction site that it has just passed, for example, with other users who then adjust their driving accordingly. The result of all this intercommunication is a kind of cooperative perception and maneuvering in which vehicles accumulate information from their surroundings and share it with others, greatly increasing mobility and safety, in addition to ushering in a new world of cooperative automation.

We also have a system-on-a-chip [SOC] roadmap to deliver a truly digital cockpit, capable of driving both the central and additional cluster displays, from one signal processor. It’s very flexible – it can power a one-screen navigation system up to a super-high-end premium solution featuring 8-10 displays, with shared content and multiple operating systems all running on the same platform.

It also allows partitioning between automotive-centric cluster information – everything that is needed to get information and provide feedback from the car – and entertainment functions. For example, it can run Android and deliver multimedia content, including live video streaming, so passengers can participate in video conferences, etc.

As a completely open platform, Qualcomm’s Snapdragon Ride platform allows automotive manufacturers to apply their own software assets that reflect their brand values and differentiate the driving experience from competitors. For example, they can choose between a sporty ride or opt for handling more suitable for family life. It can also support over-the-air [OTA] software updates, to improve existing features and add new features. On the hardware side, it can work with any number and type of sensor and configuration.

It’s also scalable, enabling customers to take their first steps into the autonomous driving world, but also capable of supporting L4 or L5 operation in the future.

What are the KPIs that have shaped the platform?

Power consumption is certainly one of the most important KPIs, as well as performance – if you want to run 3D-animated content on your cluster, as well as your central display, a very powerful and efficient GPU is required. You also need a very power-efficient AI accelerator to deliver natural voice and behavioral recognition, so the car can control comfort functions accordingly, as well as the road sign recognition and object classification needed for autonomous driving.

Snapdragon Ride, based on the Snapdragon family of automotive SoCs and accelerator, is built on scalable and modular heterogeneous high-performance multi-core CPUs, energy-efficient AI and computer vision [CV] engines, and industry-leading GPU. It offers thermal efficiency, from 30 tera operations per second [TOPS] for L1/L2 applications to over 700 TOPS at 130W for L4/L5 driving, resulting in designs that can be passively or air-cooled, thereby reducing cost and increasing reliability, avoiding the need for expensive liquid-cooled systems as well as enabling simpler vehicle designs while extending the driving range for electric vehicles.

The Euro NCAP safety standard for new cars delivered from 2024 has also had an influence – in the future, manufacturers will have to provide certain safety features inside the car, including a driver monitoring system to ensure they are not distracted or drowsy. This can be integrated as part
of the digital cockpit, using our platform.

Video conferencing is another feature we can support – and if your car is driving fully autonomously on the highway, this function could even be available to the ‘driver’.

What about ‘human–like’ driving? How important is this?

As part of Snapdragon Ride, Qualcomm provides behavioral planning software to replicate how a human drives a car. These ‘humanized driving algorithms’ will guide how the car is going to steer and maneuver in the future.

For example, as humans, when we want to change lanes, we typically tend to signal our intention by moving to the border of that lane, which alerts other drivers and warns them to be more cautious and keep their distance. If an autonomous vehicle performed a hard cut in and suddenly veered across the lane without this initial signaling, it could prove very unnerving. So, we have to make sure that the car is telling the driver, via acoustic and visual prompts, that it is about to conduct a lane change or overtaking maneuver, for example.



With over 20 years experience in editorial management and content creation for multiple, market-leading titles at UKi Media & Events (publisher of Autonomous Vehicle International), Anthony has written articles and news covering everything from aircraft, airports and cars, to cruise ships, trains, trucks and even tires!

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From: Frank Sully11/14/2021 7:20:43 PM
   of 1029
Qualcomm (QCOM) To Upgrade PEUGEOT 308’S In-Vehicle Experience

By Financial News

Nov 14, 2021

Image Source: Zacks Investment Research

Qualcomm Incorporated

The QCOM unit, Qualcomm Technologies, recently announced that it will deploy its Snapdragon Automotive Cockpit Platform in the new PEUGEOT 308 vehicles. The final step aims to accelerate the digital transformation in the industry with adequate technical support for European automotive customers.

PEUGEOT is a renowned French-based car company that designs, among other things, electric vehicles, hatchbacks, SUVs and sports cars. It’s worth noting that Qualcomm is partnering with several automotive entities to install its avant-garde Snapdragon Automotive Cockpit Platform.

The company is witnessing solid traction in the auto sector, with sales up 44% year over year. The automotive telematics and connectivity platforms, digital cockpit and C-V2X solutions are also fueling emerging trends in the automotive industry, such as the growth of connected vehicles, the transformation of the in-car experience and vehicle electrification.

Shares of Qualcomm are up 13.9%, compared to the industry’s growth of 16.4% last year.

Qualcomm’s Snapdragon Automotive Cockpit Platform is the central processing hub for next-gen connected cars and is equipped with highly intuitive artificial intelligence (AI), graphics and computer vision capabilities. It functions according to passenger preferences with seamlessly connected in-vehicle experiences, raising the benchmark for digital cockpit solutions in the automotive industry.

With energy-efficient CPU cores, the Snapdragon Automotive Cockpit Platform forms the critical building blocks for future car designs. It offers a scalable architecture that addresses the domain convergence of infotainment and driving systems.

It is specifically designed to support precise positioning navigation, driver and passenger personalization, natural voice control and adaptive human-machine interfaces. According to the latest step, the Snapdragon Automotive Cockpit Platform will be integrated into the PEUGEOT i-Cockpit. As a result, the new PEUGEOT 308 models will benefit from crystal-clear graphics on the PEUGEOT i-Cockpit’s immersive, high-resolution 4K touchscreen displays.

With premium audio and wireless mirroring features, the vehicles can deliver superior digital cockpit solutions demanded by new-age consumers, while continuing to innovate on the existing high standards of vehicle design. The PEUGEOT 308, currently available in France, is expected to be available in other countries from 2022.

Qualcomm has raised the bar for self-driving cars with the launch of the first automotive platform of its kind — Snapdragon Ride — that allows automakers to transform their vehicles into self-driving cars using AI. Snapdragon’s scalable platform includes the Snapdragon Ride Safety System-on-a-Chip, Accelerator, and the Snapdragon Ride Autonomous Stack. The combination of these self-driving algorithms enables a robust architecture of hardware and software that supports advanced driver assistance systems.

Also, next-gen 5G telematics design and the continued growth of Qualcomm’s integrated automotive platforms such as the Snapdragon Digital Chassis with a robust order pipeline of more than $10 billion, strengthen its leading market position in the connected car segment. Partnerships with various automakers, Tier-1 vendors and telecom companies to integrate its proprietary Snapdragon chipset on a plethora of devices are also a major highlight. This bodes well for long-term growth.

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From: Frank Sully11/15/2021 10:26:50 AM
   of 1029

by Sayantani Sanyal

November 15, 2021

Agricultural robotsare assisting thousands of food production companies to meet growing market demands.The growth of the global population has put agricultural companies in a difficult position. The drastic rise in population requires doubling agricultural production to meet the coming demand. They have to produce more food to satiate the dietary needs of the billions of people in the world. Crippling labor shortages threaten the survival of farmers in many countries. This need has caused farmers and food manufacturers to turn to robots and autonomous machines for the coming future. With the help of robots and these machines, farmers can track weather changes, precipitation, pest infestations, and many more. In this article, we have listed the top agricultural robotsthat are changing the idea of farming in 2021.

Ecorobotix: This fully autonomous drone is powered by the sun and also has a lightweight GPS tracker. The robot uses its complex camera system to target and spray weeds. Its precise arms enable the use of 90% less herbicide, making it 30% cheaper than traditional treatments. The machine can cover three hectares of land per day. The robot’s upper part is covered with photovoltaic solar panels that provide a steady energy supply.

Energid Citrus Picking System: This robotis perfect for citrus fruits businesses. It is a robotic citrus harvesting system with costs that are comparable to that of human labor. The robot uses low-cost picking mechanisms organized into a grid. The gridded picking mechanisms are simple and efficient to use. The systems can pick a fruit every 2-3 seconds, making operations time-saving.

Rubion: A Belgium-based robotics company launched a fully autonomous strawberry picking robot called Rubion. The machine can navigate through greenhouses or agricultural tunnels and detect and pick up ripe strawberries. The fruit is picked without bruising, and then the system weighs the pieces and places them in the designated box. Rubion can also predict the next harvest by analyzing the crops and helping farmers to plan their operations efficiently.

SmartCore: SmartCore is an autonomous robot that navigates the fields and takes samples from specific locations. The machine is steered by obstacle-detection algorithms and GPS to take samples from specific locations. Once the sample is taken, SmartCoire transports it to the edge of the field for shipment to a lab. Another major benefit of using this robot is that it uses a self-cleaning hydraulic auger to ensure the samples are accurate and shows the ground composition.

Blue River LettuceBot 2: It is a precision thinning system extensively used by lettuce growers. With its imagining system, the LettuceBot 2 is a popular tool in the agricultural world that attaches itself to a tractor to thin out lettuce fields and prevent herbicide-resistant weeds. Additionally, due to its precision, the farmers can use 90% less herbicide on crops.

Fendt Xaver: It is a technology that enables farmers to deploy a swarm of small robots in a field, which are then directed to fulfill a particular task. The robotic system consists of several parts. It uses also satellite-based navigation to relay their exact position, helping operators to optimize plating operations. Fendt’s field robotic system is energy efficient due to its low weight and low-maintenance origin.

SwagBot: One of the key qualities of this robot is that it is operated by AI software that runs the machine instead of the previous remote-controlled system. It can not only identify and eradicate weeds but also of monitoring pastures and crops. SwagBot is specifically designed to fit the needs of smaller farms.

Mamut: Mamut is an AI-powered autonomous robot that maps and navigates the natural environment with a stereo camera, an AI system, lidar, and a compass. The device is equipped with inspection sensors and six 360-degree cameras, one of which is a multispectral imaging camera. Mamut moves through the farm to collect visual data and build maps to help farmers spot plant diseases, and also choose the optimum time to harvest.

PrecisionHawk: The PrecisionHawk UAV systems are accompanied by remote sensing technologies, and advanced data analytics to improve business operations and day-to-day decision-making. Its drones are capable of ariel photography and agricultural mapping that helps the farmers to fulfill their crop scouting needs.

FarmWise: FarmWise is an autonomous robot that uses AI-controlled mechanical parts to remove weeds. The machines rely on deep learning algorithms to spot their target and avoid harming plants. The machines can operate without the use of herbicides, helping farmers meet customer expectations.

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From: Frank Sully11/15/2021 1:21:19 PM
   of 1029
Artificial Intelligence Stocks To Buy And Watch Span Chips, Software, Internet Plays


Mon, November 15, 2021

Artificial intelligence stocks are rarer than you might think. Many companies tout AI technology initiatives and machine learning. But there really are few — if any — public, pure-play artificial intelligence stocks.
In general, look for companies using AI technology to improve products or gain a strategic edge.

Nvidia ( NVDA) is the leading provider of AI chips for cloud computing and other applications. Nvidia stock reports third-quarter earnings after the market close on Nov. 17. NVDA stock aims to "democratize" AI across all industries and fields of research.

Google-parent Alphabet ( GOOGL) rates a buy because of "artificial intelligence/machine learning advantages across the product stack," said Bank of America in a recent report.

AI tools are playing a big role in Facebook's ( FB) expansion of shopping experiences, including Instagram and WhatsApp. Facebook is rebranding as Meta. Look for Apple ( AAPL) stock to get a boost from smart wireless earphones, said a UBS report.

AI Stocks Span Chips, Software, Internet Giants Microsoft ( MSFT) on April 12 acquired speech recognition software maker Nuance Communications ( NUAN), whose artificial intelligence tools are widely used in the health care market. Microsoft aims to deliver Nuance AI tools to health care customers via its Azure cloud computing platform.

Applied Materials ( AMAT) in March rolled out a new optical inspection system, called ExtractAI, to detect chip defects by using AI software.

The top AI stocks to buy spans from chip makers, enterprise software companies and on to technology giants that utilize AI tools in many applications. Think of cloud computing giants ( AMZN), Microsoft and Google.

Microsoft belongs to the IBD Leaderboard as well as Nvidia, ServiceNow ( NOW), and Google stock. The Leaderboard is IBD's curated list of leading stocks that stand out on technical and fundamental metrics. Cybersecurity firm CrowdStrike Holdings ( CRWD) recently fell off the Leaderboard.

Intel Capital, the venture arm of Intel ( INTC), in 2020 retained its No. 1 ranking for investments in AI startups, according to research firm CB Insights. Qualcomm ( QCOM) joined the top five list for the first time. VC money is going to Databricks, DataRobot, Samsara and other AI startups.

Meanwhile, more AI companies are launching initial public offerings, such as Palantir ( PLTR).

Meanwhile, 71% of smartphones sold globally in 2021 will feature AI software for power optimization, imaging, virtual assistants and to improve device performance, forecasts Strategy Analytics. That's up from 54% last year.

All AI software needs computing power to find patterns and make inferences from large quantities of data. The race is on to build AI chips for data centers, self-driving cars, robotics, smartphones, drones and other devices.

AI Stocks: Chip Market To Hit $70 Billion By 2025

The worldwide AI semiconductor market will grow to more than $70 billion by 2025, up from $23 billion in 2020, forecasts research firm Gartner.

Nvidia in September 2020 agreed to buy Arm Holdings from Softbank for $40 billion. Analysts say Nvidia aims to accelerate the artificial intelligence processing capabilities of ARM chips.

Further, AI chipmaker Graphcore recently raised $222 million at a $2.77 billion valuation. SambaNova is another high momentum AI competitor, says Mizuho Securities. Hailo in October raised $136 million in a new funding round.

Amazon Web Services, the cloud unit of Amazon, recently said it would offer Intel's Habana AI chips to its customers. Intel in late 2019 acquired Israel-based Habana Labs for $2 billion.

At its virtual re:Invent conference in December, AWS claimed to have "the broadest and most complete set of machine-learning capabilities" among cloud computing service providers. AWS also unveiled a new machine learning training chip, Trainium.

Microsoft's Azure and Google's cloud computing unit also sell AI analytical services to business customers.

AI technology uses computer algorithms. The software programs aim to mimic the human ability to learn, interpret patterns and make predictions.

"Machine learning" is the most widely used form of AI deployed in industries. Machine learning systems use huge troves of data to train algorithms to recognize patterns and make predictions.

"AI workloads are classified as training or inference," said Oppenheimer analyst Rick Schafer in a recent report. "Training is the creation of an AI model through repetitive data processing/learning. Training is compute-intensive, requiring the most advanced AI hardware/software. Generally located in hyperscale data centers, we estimate training total addressable market at $21 billion by 2025."

Software Companies Integrate AI Tools

Research firm Gartner points to an emerging AI variant. Called "generative" AI, it builds original, realistic artifacts from data. It'll be used for creating software code, drug development and targeted marketing. By 2025, Gartner expects generative AI to account for 10% of all data produced, up from less than 1% currently.

Other AI companies to watch include information technology services firms such as IBM ( IBM), Accenture ( ACN), and Epam Systems ( EPAM). Palantir and IBM recently partnered to sell AI services.

Research firm IDC estimates that IBM, Accenture and Infosys hold 28% of the $17 billion artificial intelligence IT services market, said a Susquehana Financial Group report.

In addition, software companies are among artificial intelligence stocks to watch. Many software-as-a-service companies use AI tools.

ZoomInfo Technologies ( ZI) aims to get an edge in business-to-business marketing with artificial intelligence.

Zendesk ( ZEN) recently acquired Cleverly to advance customer service.

Upstart Holdings ( UPST) leverages artificial intelligence tools in evaluating personal and auto loan applications for banks.

San Mateo, Calif.-based Coupa ( COUP) acquired Llamasoft, a provider of AI-powered supply chain software, for about $1.5 billion. Llamasoft's customers include Boeing ( BA) and Home Depot ( HD).

Enterprise software maker ServiceNow has been making AI acquisitions. Under new Chief Executive Bill McDermott, ServiceNow in early 2020 acquired two AI companies, Passage AI and Loom Systems.

DocuSign ( DOCU) in 2020 agreed to buy Seal Software for $188 million. The startup uses artificial intelligence for contract analytics.

AI Stocks In Consumer Applications

Apple recently hired former Google scientist Samy Bengio, who left the internet search giant amid turmoil in its artificial intelligence research department. Bengio will lead a new AI research unit at Apple under John Giannandrea. He joined Apple in 2018 after spending about eight years at Google.

It's no secret that Alphabet, Microsoft, Facebook and Amazon are all spending big bucks on AI technology. The tech giants are putting AI in consumer products and services, such as voice-activated smart home devices. Google and Facebook use AI tools in digital advertising.

Amazon uses AI to customize online retail offerings and recommend products to website visitors. Also, Facebook uses AI to enhance its activity feed, photo and social media apps.

Meanwhile, Netflix ( NFLX) utilizes AI to personalize its internet TV content for subscribers.

Omdia forecasts that annual AI software revenue will increase from $9.7 billion worldwide in 2018 to $119.3 billion in 2025.

Artificial Intelligence Stocks Span Industries

In addition, AI competition is fierce in many industries. They include financial services, pharmaceuticals, health care and cybersecurity. Worldwide spending on AI software for retail uses will boom to $9.8 billion in 2025, up from $1.3 billion in 2019, forecasts Omdia.

The "AI" stock ticker has been claimed by The Redwood City, Calif.-based company sells AI software for the enterprise market. The initial public offering of on Dec. 9 raised $651 million. But AI stock has collapsed.

In the energy industry, startup has teamed with Baker Hughes ( BKR) and Microsoft to use artificial intelligence in preventive maintenance. Thomas Siebel, who started Siebel Systems and sold it to Oracle ( ORCL) for nearly $6 billion in 2006, founded

In October, Microsoft and Adobe Systems ( ADBE) partnered with artificial intelligence startup to sell customer relationship management software,'s ( CRM) core business.

Meanwhile, AI startup Databricks raised $1 billion in a new funding round, giving it a $28 billion valuation. Databrick's new investors include Alphabet, ( CRM) and Amazon.

There's plenty AI competition in enterprise software.

Meanwhile, Salesforce's Einstein tools improve sales forecasts. The AI software uses a company's historical lead and account data to predict which deals are more likely to close. Salesforce has expanded Einstein tools into financial services and other markets.

In addition, Salesforce on Nov. 24 said its Einstein platform now delivers more than 80 billion AI-powered predictions daily for sales, service, marketing and commerce. That's up from 6.5 billion in October 2019.

IBD 50: Leading Growth Stocks Use In AI In e-commerce, Adobe's AI tools personalize website content to spotlight products or services that online shoppers are most likely to buy. Also, Adobe also belongs to the IBD Leaderboard.

Further, The IBD 50 roster of growth stocks has featured artificial intelligence stocks in online dating, digital advertising and business communications.

In addition, other companies using AI include:

Square ( SQ): Square Capital, part of digital payment processor, provides loans to merchants. Square Capital uses an AI-driven credit assessment platform in granting new loans.

Match Group ( MTCH): Controlled by IAC ( IAC), Match is using artificial intelligence to improve its Tinder mobile dating app. Tinder's new "Super Likable" feature uses machine learning.

Trade Desk ( TTD): The digital advertising firm provides automated tools to help customers buy online ads and optimize return on spending. Trade Desk's AI tools identify the best websites to buy ads on.

Cybersecurity Firms Among Artificial Intelligence Stocks

Here are other stocks to consider:

Five9 ( FIVN): A provider of cloud-based contact center software, Five9 is developing machine learning algorithms that help companies automate customer support. Five9 is partnering with Google on AI contact center software.

Visa ( V) and Mastercard ( MA): The credit card networks use AI tools to detect financial crimes such as fraud and money laundering. In addition, big banks use AI in chat bots that provide online customer services.

Palo Alto Networks ( PANW) and Fortinet ( FTNT): With artificial intelligence, the cybersecurity firms aim to spot and block malicious activity on computer networks better than existing technologies can.

Omdia forecasts that AI chipsets and accelerators for "edge" applications will grow to $51.9 billion by 2025, up from $7.7 billion in 2019. Those apps include mobile phones, automotive, drones, security cameras, robots and smart speakers.

In addition, memory chip makers such as Micron Technology ( MU) should get a boost, analysts say. That's because intelligent devices will need more more memory to process AI apps.

U.S., China Battle In Artificial Intelligence

Semiconductor manufacturing equipment makers such as Applied Materials expect AI to boost demand for high-end gear. Test equipment makers such as Teradyne ( TER) could get a boost from AI chips as well.

Also, the U.S. is racing versus China and other countries to develop artificial intelligence technology. In January, the U.S. government placed restrictions on the export of AI software.

Further, the use of artificial intelligence in facial recognition and some other areas has become controversial. Also, Alphabet CEO Sundar Pichai has called for regulation of artificial intelligence.

In addition, investors interested in AI technology also could consider the TCW Artificial Intelligence Equity Fund ( TGFTX). It's primarily for institutions but is open to retail investors.

Follow Reinhardt Krause on Twitter @reinhardtk_tech for updates on 5G wireless, artificial intelligence, cybersecurity and cloud computing.

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From: Frank Sully11/15/2021 1:47:50 PM
   of 1029
AI Stock: 9 Things to Know About as Cathie Wood Bets Big on Artificial Intelligence

Investors will want to keep and eye on AI stock

By William White, InvestorPlace Writer (NYSE: AI) stock is getting a boost on Monday after ARK Invest CEO Cathie Wood singles out artificial intelligence (AI) as the next big move in investing.

Source: shutterstock

Here’s what Wood had to say on the matter at the Milken Institute conference in October, as reported by MoneyWise
“We were assuming that in the next 10 years, artificial intelligence would deliver, in the enterprise software space, a market cap opportunity of $30 trillion. Our new number is $80 trillion. We think that is the big new frontier.”

With Wood taking such a strong stance on AI, investors are flocking to companies in the space. That includes, which has seen some 2.5 million shares change hands as of this writing. That’s just shy of its daily average trading volume of 2.7 million shares.

Now that you know why AI stock is rising today, let’s jump into the details about the company.
  • is an enterprise AI software provider.
  • The company’s focus is on assisting companies with speeding up their digital transformation.
  • It does so through its C3 AI Suite of software.
  • These allow for the creation of enterprise-scale AI applications.
  • says that it does this more efficiently and cost-effectively than others in the space.
  • Leading the company is chairman and CEO Thomas Siebel.
  • Siebel was previously the chairman and CEO of Siebel Systems.
  • His company merged with Oracle Corporation in 2006.
  • has a market capitalization of $5.067 billion.
AI stock was up 3.3% as of Monday morning but is down 59.3% since the start of the year.

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From: Frank Sully11/15/2021 1:50:05 PM
   of 1029
Artificial Intelligence Market size worth $ 641.30 Billion, Globally, by 2028 at 36.1% CAGR: Verified Market Research®

November 15, 2021

Growth in big data analytics, the increasing adoption rate of cloud-based services and the growing demand for intelligent virtual assistants have been driving the global Artificial Intelligence Market.

JERSEY CITY, N.J., Nov. 15, 2021 /PRNewswire/ -- Verified Market Research recently published a report, " Artificial Intelligence Market" By Component Analysis (Hardware, Software and Services), By Technology (Deep Learning, Machine Learning, Natural Language Processing), By End-User Industry (Healthcare, Manufacturing, Agriculture), and By Geography. According to Verified Market Research, the Global Artificial Intelligence Market size was valued at USD 51.08 Billion in 2020 and is projected to reach USD 641.30 Billion by 2028, growing at a CAGR of 36.1% from 2021 to 2028.

Global Artificial Intelligence Market Overview

The growing applications and easy deployment modes have dragged the governments' attention toward AI technology, which led to the growing investments by governments in AI and its related technologies. Furthermore, progress in the profound learning and Artificial Neural Networks (ANN) has also fueled the adoption of Artificial intelligence (AI) in several industries, such as aerospace, healthcare, manufacturing, and automotive. Also, growth in the demand for analyzing and interpreting large amounts of data is boosting the demand for artificial intelligence industry solutions.

The development of more reliable cloud computing infrastructures and improvements in dynamic artificial intelligence solutions have a strong impact on the growth potential of the AI market. AI is being used across the board to automate dangerous tasks, streamline operations, and augment or replace skilled labour. AI is a complex system, and for managing, developing, and implementing AI systems, companies need a workforce with certain skill sets.

Professional services for a data scientist or developer are required to customize an existing ML-enabled AI service. As Artificial intelligence (AI) technology is still in the early stage of its life cycle, the workforce with in-depth knowledge of this technology is limited. Thus, the impact of this restraining factor is expected to remain high during the initial years of the forecast period.

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From: Frank Sully11/15/2021 2:38:54 PM
   of 1029
Why This Investor Thinks Qualcomm Shares Are Headed 'Well Above $200'

by Adam Eckert

November 15, 2021

Qualcomm Inc

QCOM is up nearly 30% over the past month, but the stock isn't done trending higher, according to Cerity Partners' Jim Lebenthal.

"It's got further room to run … I think it will go well above $200 a share," Lebenthal said Monday on CNBC's "Fast Money Halftime Report."

Lebenthal thinks Qualcomm deserves a price-to-earnings multiple around 20 based on its growth rate and earnings.

With next year's estimates exceeding $10 per share, "it's just a matter of time before it gets above $200. It might even do it this year," he said.
The bear case for Qualcomm is that Apple Inc could end up making its own chips, but Lebenthal doesn't see such as a possibility. He described the intellectual property of Qualcomm as an "impregnable moat."

QCOM Price Action: Qualcomm is making new 52-week highs during Monday's trading session.

The stock was up 1.72% at $167.80 at time of publication.

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