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Arm Escalates Chip Feud with Qualcomm

Arm is set to scrap its chip licensing agreement with longtime partner Qualcomm, in a move that could hamper some smartphone supply chains. Stacy Rasgon, Senior Analyst at Bernstein Research joins Ed Ludlow on “Bloomberg Technology” to discuss. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Arm is set to scrap its chip licensing agreement with longtime partner Qualcomm, in a move that could hamper some smartphone supply chains. Stacy Rasgon, Senior Analyst at Bernstein Research joins Ed Ludlow on “Bloomberg Technology” to discuss.
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3 Comments

3 Comments

  1. @AccC-c6d

    October 23, 2024 at 7:01 pm

    This is Jensen instigating ARM to do stupid things

  2. @El.Duder-ino

    October 23, 2024 at 7:51 pm

    Classic one big corp. pushing/suing other, nothing new or never seen under the sun😉Truth is Arm got quite pissed with Qualcomm’s handling of the architectural license after acquiring ex Apple Nuvia. Both companies need each other, however Arm needs Qualcomm less than other way around. Qualcomm also doesn’t have any other realistic option besides Arm architecture and Arm knows it, so they r pushing it to do it their way on the “highway”. It’s a classic IT muscle flexing and show of power🙂Apple is probably also pleased, they sued Nuvia before it got acquired by Qualcomm.

    • @3catfather

      October 23, 2024 at 9:26 pm

      ARM의 매출에서 Qualqomm이 차지 하는 비중은 10% 밖에 안 되지만 Qualcomm은 Arm의 기술이 없으면 파산입니다. hahaha

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Nvidia’s Magic Fades | Bloomberg Technology

Bloomberg’s Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a first-ever crypto policy role. Plus, Palo Alto Networks sees easier “fixes” ahead in cybersecurity as the world moves from hardware to software. ——–…

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Bloomberg’s Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a first-ever crypto policy role. Plus, Palo Alto Networks sees easier “fixes” ahead in cybersecurity as the world moves from hardware to software.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Palo Alto CEO Says Regulations May Get Easier Under Trump

Nikesh Arora, CEO of Palo Alto Networks, says M&A could potentially move quicker under the new Trump administration as they take on a more deregulatory tone. He joins Caroline Hyde to discuss on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with…

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Nikesh Arora, CEO of Palo Alto Networks, says M&A could potentially move quicker under the new Trump administration as they take on a more deregulatory tone. He joins Caroline Hyde to discuss on “Bloomberg Technology.”
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JPMorgan Chase Chief Data and Analytics Officer Teresa Heitsenrether talks about how the company is using an artificial intelligence assistant called LLM Suite. She speaks to Bloomberg’s Caroline Hyde at the Evident AI Symposium in New York.
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