Qualcomm + Intel
The "Inference Everywhere" Angle
Qualcomm’s pursuit of Intel has jignited a public debate, and many rightly focus primarily on the downsides. What’s missing is a discussion on how this deal could position Qualcomm in an increasingly AI-dominated landscape. Let’s explore this angle together.
Assumptions
In the next 2-5 years, let’s assume that inference workloads
command the majority of AI…