“not incredibly good at mobile devices”
During a Seoul visit last month centered on AI collaboration, Nvidia CEO Jensen Huang commented on the industry's pivot toward edge computing in devices like smartphones. He conceded that his company lacks strength in mobile technology and praised Qualcomm's work in that field, reportedly advising investors to buy Qualcomm shares. The statement is notable because Nvidia dominates the AI chip market, which has focused heavily on data-center hardware. Huang's remarks underscore Qualcomm's expanding role in powering on-device artificial intelligence agents, as the sector moves beyond cloud-dependent systems. This matters for investors evaluating Qualcomm's position in the growing edge-computing landscape.
- fool.com ↗︎06 JUL 2026