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Apple may be moving faster than expected in its modem development work, and Qualcomm's latest comments suggest that shift is already reshaping the iPhone supply chain.
Qualcomm overnight said supply constraints are shrinking some of its Apple business faster than anticipated. "It's availability of supply," CEO Cristiano Amon told Reuters.
While he wasn't specific, that likely reflects the broader industry shortage in memory, storage, and everything else and means the company's share of components used for the next iPhone launch will fall "well below" its anticipated estimates. Amon says this is part of a transition in which future Qualcomm income will be generated by AI datacenter demand.
The company also intends to boost modem prices on Sept. 1 (And remember, the patent licensing agreement between Apple and Qualcomm expires in March 2027.)
Given Apple is selling plenty of smartphones (even as the broader industry shrinks), supply constraints won't necessarily be because of demand for the devices; this could reflec
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When Nvidia CEO Jensen Huang speaks, the tech industry listens. He used his first-ever post on X last week to argue that open AI models "strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty."
Nvidia is a chip company (with a focus on GPUs). But it also has its own AI models that include Nemotron, an open-weight model that's free to download and modify. The company is also pushing for open AI technologies and security through the Nemotron Coalition and the newly launched Open Secure AI Alliance.
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Anthropic CEO Dario Amodei has argued that policymakers should keep lower-risk open-weight AI accessible while placing stricter safeguards around frontier systems, including mandatory testing and limits on China's access to advanced computing and model capabilities.
In a post outlining Anthropic's position, Amodei said broad restrictions, including bans on Chinese open-weight models used by US businesses, would not address his main national security concerns. Instead, he pointed to the possibility of authoritarian governments surpassing the US in advanced AI, as well as cyber, biological, and alignment risks posed by increasingly capable systems.
Amodei also called for action against industrial-scale model distillation, which he said allows Chinese developers to improve their models with less computing power than would be needed to train comparable systems from scratch.
The statement followed criticism of Anthropic for not signing an industry letter backed by Nvidia, Microsoft, Meta, IBM, Mistral, Hugging Face and other technology companies urging policymakers to avoid premature restrictions on open-weight models.
The letter said that open wei
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Microsoft on Tuesday announced the hiring of Mustafa Suleyman, a former co-founder of DeepMind, the AI startup acquired by Google in 2014. Suleyman will assume the role of executive vice president and CEO of Microsoft AI, directly reporting to CEO Satya Nadella.
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