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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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Black Founders Had a Great Fundraising Quarter…With a Catch

On one hand, US-based, Black-founded startups have already raised $643M, 70% of what was raised in the entirety of last year. But dig a little deeper into the numbers, and you’ll find that in the words of Crunchbase’s head of research: “…data has shown a persistent decline in funding to Black-founded companies that outpaces the…

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On one hand, US-based, Black-founded startups have already raised $643M, 70% of what was raised in the entirety of last year.

But dig a little deeper into the numbers, and you’ll find that in the words of Crunchbase’s head of research: “…data has shown a persistent decline in funding to Black-founded companies that outpaces the overall decline in startup funding.”

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Bloomberg Technology

Anthropic Disables AI Access for Foreign Nationals | Bloomberg Tech 6/15/2026

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Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday.

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China’s AI Markets Still ‘A Source of Funds’ Says Citigroup

Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She…

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Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She joins Ed Ludlow on “Bloomberg Tech.”
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