Oldfeller--FSO
Serious Thumper ModSquad
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Hobby is now "concentrated neuropany"
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Fayetteville, NC
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Intel and Microsoft recognize that they totally missed the first part of the AI wave and are too far behind now to ever catch up in a meaningful AI fashion. They both acknowledge that AI tech will supplant traditional PC stuff inside the next calendar year and a half. Both are struggling to position themselves in the new AI reality .....
Nothing "Traditional PC" shall survive the 30x-50x AI wave that is coming.
The passe' Wintel duo are now pouring all their development money now into Quantum Computing and are buying failed quantum computing start ups right and left in an attempt to get on board to that next Quantum wave from the very beginning. Intel for example just showed the world a non-working 17 Qbit Quantum Computing chip put together by a new company they just bought. (buying them for their patents, actually)
By dropping all development efforts in the traditional PC space, Intel and to a lesser degree MS are simply abandoning the traditional PC space as completely out of their control.
And all of the AI replacement tech they see coming all belongs to the DynamIQ standard and to the various FOSS consortiums involving Google, LENARO, IBM, Samsung, Huawei, TSMC and AMD/Global.
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PREDICTION TIME: Microsoft completely drops their Qualcomm 835 based laptop ideas before any laptops are actually built, mainly because the AI based replacement chipsets as shown by Huawei next week are SO VERY MUCH BETTER. Qualcomm is all cash strapped itself now, and isn't a suitable supporting partner for the always cash strapped MS any more anyway.
MS does try try try again with the up and coming AI Qualcomm SOC version which is coming out fresh next year, but by then MS will have been so fumbly slow to get the AI driven Win 10 ARM OS and AI driven Win 10 ARM Office software ready that MS eventually misses out on their come back chance yet again because they simply can't keep up with the speed that the phone zone change waves come up and go by a sluggish player like MS.
QUALCOMM Finance sources are telling their followers NOT TO BUY QUALCOMM on this current market dip --- it isn't coming back up all the way this time. It may never come back all the way since all the big 3 phone makers and Apple are building their own basebands and radios now. Intel now sells a suitable radio and baseband if you don't want to build your own. Ditto for Samsung and Huawei and Mediatek, they've all got one for sale now too.
Qualcomm's NXP merger plans are busy falling through now, and existing court judgements against Qualcomm are big enough now and numerous enough now to put them under water for well over a year if the big NXP merger payments do go through .....
The ongoing wave of lawsuit judgements for Qualcomm's past over-charges are large and they are MANY .... Qualcomm is unable to pay them all right now.
In China and South Korea, Qualcomm is firmly enjoined to only charge royalties based on the actual cost of their chipsets, not the whole cost of the entire phone as they used to do. This royalty basis is rolling out across the rest of the world as we speak.
Qualcomm isn't going to control anything with an iron fist any more.
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Friday, Oct 13 Qualcomm just got hit with a new $775 Million Dollars in additional criminal [u]PENALTIES[/u] in South Korea for their original licensing scam's coercive illegalities. (you can't put a corporation in jail, so instead you fine the heck out of them, big enough $$$ to make it hurt, bad)
Saturday, Oct 14 Microsoft announces an AI relationship with AMAZON HOME, with the two partnering technically on AI home devices to compete against Google's AI lead in the American domicile market.
Microsoft is struggling to find some real relevance in the AI wave -- AMAZON may have indeed picked themselves up a Jr. partner with many many needs, a lot more needs than AMAZON has real uses for Microsoft right now as MS really brings very little real stuff to lay down on the table right now.
I bet MS is promising to write the MS OFFICE world over to run on AMAZON's hardware base, ignoring all their past deals with Qualcomm (since Qualcomm can't hold up their end any more).
AMAZON and Microsoft hope to build some relevance together, as they both need it, badly. AMAZON has a large installed base of ARM based tablets. lots of smart speakers and lots of video movies and content to run on them. AMAZON sells most of the PC type stuff that gets sold, so it could be a good move for MS going out into the future .....
If MS was planning on switching over to ARM this would make some sense as a first move, first go get you a ready customer base that is still growing instead of shrinking.
Bet Jeff Bezos winds up "owning" MS by the time it is over, though.....
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