Geoff Blaber

“Qualcomm today is very different from @Qualcomm from the past”. Diversification progress will be the theme of the day. Big progress since it set out the “Edge computing everywhere”vision in 2021

Seated and ready for @Qualcomm 2024 Investor day in NYC. This should be a good one given trajectory of auto and PC..

Hugely impressive line up of partner CEOs featured at #SnapdragonSummit including Microsoft, Meta, OpenAI, Epic Games, GM, BMW, Best Buy, Samsung, Xiaomi.. & still going. Underlines ecosystem breadth, Snapdragon diversification and elevated role as strategic partner in age of AI

This is a key takeaway from #MSBuild. Microsoft working hard to provide choice and breadth for developers. An AI model for every need and target. The OpenAI relationship is the tip of the spear.

A reminder of how quickly MS is moving with Copilot and #AI infusion.. All built off the Copilot stack, exponential increases in performance and efficiency.. “Count on this getting more robust and cheaper over time” #MSBuild

Windows Copilot runtime. Enabling developers to build experiences running on device. Includes API for Recall and new Phi-3 and Phi-Silica models. PyTorch also now native on Windows. Lots being enabled here! #MSBuild

This is a very different launch to previous Windows on Arm efforts. Broad OEM support (7 OEMs) masses of native apps and a big jump in emulation performance. A huge opportunity for @Qualcomm to challenge @Intel and @AMD. #microsoftevent

The details of the Copilot+ spec.. Snapdragon X Series central to this effort which is taking the fight to Apple M-series. #windowsevent

“Recall” is one of the big experiences at the heart of #Copilot+. “Find anything you’ve ever seen or done on your PC”. Great utility and a terrific example of why on-device AI is so critical

Worth noting that only Qualcomm can deliver on the Copilot+ spec at launch. Intel and AMD will follow towards the end of the year. A huge coup for @qualcomm and the result of a deep strategic partnership with Microsoft. #microsoftevent

Microsoft announces Copilot+. A new class of PC based on on-device AI and with broad support from across the ecosystem. #microsoftevent

Excited to be at the #microsoftevent at a shiny new Redmond campus. Looking forward to lots on Copilot, AI and what’s next for Windows PCs..

Delighted to host this session today for @CODE_org_. Superb discussion on the importance of open ecosystems, regulation and the role of CODE. #MWC24

Delighted to announce that @ianfogg42 has joined the CCS Insight team to spearhead our insight into network transformation. Tune in to our MWC 2024 webinar to hear more..

Our take on Apple's move to embrace RCS. There's a lot to unpick and a lot that's yet to be determined but this is the Digital Markets Act shaping the direction of Big Tech far beyond the boundaries of the EU. A fascinating year ahead. ccsinsight.com/blog/apple-em…

Recommend viewing. A superb discussion with @durga_malladi from @Qualcomm covering 5G, AI, cloud and Open RAN. Essential for anyone interested in direction of travel and the intersection of fundamental technologies. @kestermann @benwood @shauncollins ccsinsight.com/blog/intervie…

Just published - @CCSInsight analysis of the key announcements at #SnapdragonSummit. A pivotal event for @Qualcomm. Access here for clients or DM me if you're interested in receiving a copy. my.ccsinsight.com/reportacti…

.@Qualcomm Oryon performance claims versus the completion (Apple M2 Max and Intel i9 13980HX). Bold!! #SnapdragonSummit

Big list of AI models running natively on Snapdragon. Snapdragon will be central to taking Gen AI to the masses through on device optimization and industry partnerships #SnapdragonSummit