Show Notes
Qualcomm flew Austin to New York for its investor day, where the communications company laid out a plan to make data center, automotive, and IoT two-thirds of its business by FY29. Austin was in the room and asked Cristiano Amon a question on the record. Vik watched the whole thing on YouTube. Together they break down what actually changed. The technical centerpiece is High Bandwidth Compute (HBC): stacking LPDDR on top of logic to expose the whole face of the chip for interconnects, claiming...
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