Qualcomm is strategically leveraging its heritage in connectivity to carve out a broad position in the Artificial Intelligence (AI) landscape. Its approach is about embedding intelligence seamlessly from the network edge into a vast array of devices, from battery-powered embedded devices and edge AI “boxes” to AI Personal Computers (PCs) and now desktops, and finally the data center. COMPUTEX did not see any new silicon from Qualcomm, but it did offer a convention of partners and customers, and messaging about Qualcomm’s strategy as robust across most locations of compute with the exception of the data center.
Qualcomm's AI Strategy: Leveraging Connectivity Legacy Across Edge AI, Capturing AI PC Market Share, and a Foray into Data Center via NVLink Fusion
May 28, 2025 3:53:34 PM / by Paul Schell posted in AI & Machine Learning
NVIDIA's Strategy: Dominating AI Through Ecosystem, Access, and Interconnect
May 28, 2025 3:33:23 PM / by Paul Schell posted in AI & Machine Learning
NVIDIA was one of the few semiconductor vendors with significant announcements, and a larger presence over last year’s COMPUTEX. The company has forged closer ties with Taiwan, in no small part linked to Jensen Huang’s personal ties to the island, and this was also symbolically demonstrated by the decision to build another “Headquarters (HQ)” near Taipei named NVIDIA Constellation. This is also a manifestation of the divergence from the United States and the rest of the world brought on by the risk of trade restrictions, and a sign of Taiwan’s importance in the high-end technology supply chain.
The Emergence of a New Battleground: Intel Versus AMD in AI Workstations
May 28, 2025 3:14:50 PM / by Paul Schell posted in AI & Machine Learning
A new frontline is the low-end Artificial Intelligence (AI) workstation. As with enterprise and consumer AI Personal Computers (PCs), this is not just about packing more Tera Operations per Second (TOPS); it is a strategic battle for AI developers, ecosystem dominance, and resulting market share in a segment poised for growth. At COMPUTEX 2025, both Intel and AMD unveiled their competitive strategies for monetizing more demanding enterprise AI workloads, such as fine-tuning and even small training workloads, that will reside outside of the cloud for cost, data privacy, and latency reasons.
AI-Enabled Robotics Software: Powering the Next Wave of Manufacturing Automation
May 27, 2025 12:00:00 AM / by Ryan Martin posted in Industrial & Manufacturing Technologies, Industrial & Manufacturing Markets
Robots are a cornerstone of a smart factory, automating a wide range of manufacturing tasks that are monotonous, physically straining, or even hazardous. However, real-world robotics deployments have not lived up to the revolutionary potential the industrial sector originally envisioned. Robot implementations are typically confined to specific applications, carry high costs, and are time-consuming. A recent ABI Research Industrial and Manufacturing Survey of 458 decision makers indicates that skill shortages and time constraints hinder roughly 9 in 10 manufacturers’ ability to implement and scale new technologies. These challenges serve as the impetus for industrial organizations to seek digital tools that simplify the creation of automation workflows.
4 Pressing Challenges Facing the Automotive Industry in 2025
May 26, 2025 12:00:00 AM / by Michael Larner posted in Industrial & Manufacturing Markets
The automotive industry in 2025 faces a convergence of political, economic, social, technological, legal, and environmental disruptions that threaten its stability and growth. As vehicle Original Equipment Manufacturers (OEMs) contend with everything from international tariffs to labor shortages and shifting consumer behavior, maintaining competitiveness will demand agility and a digital-first mindset. This blog unpacks the major automotive industry challenges in 2025 and offers insight into how manufacturers are turning to technology to survive and thrive.
Bridging Space and Mobile Networks with Software-Defined Satellites
May 22, 2025 12:00:00 AM / by Andrew Cavalier posted in Space Technologies & Innovation
The satellite and telecommunications industries are increasingly converging to create unified Non-Terrestrial Networks (NTNs). This convergence provides seamless global connectivity, helping bridge the digital divide, provide emergency communications services, and unlock a wide range of enterprise applications. ABI Research’s latest analysis underscores the pivotal role of cloudification and Software-Defined Satellites (SDSs) in this transformation. These technologies further virtualize network infrastructure and enable scalable networks to quickly adapt to dynamic demands.
How Alternative Payment Methods Are Redefining Global Commerce
May 19, 2025 12:00:00 AM / by Admin posted in Digital Payment Technologies
Alternative Payment Methods (APMs) are gaining significant traction worldwide. APMs such as instant payments, digital wallets, and QR codes provide a seamless, more convenient way to purchase goods or services compared to cash, debit cards, and credit cards. APM solutions also build economic inclusivity for people who live in underbanked regions or lack the means to open a bank account.
The Six Most Disruptive Cybersecurity Trends at RSAC 2025
May 15, 2025 12:56:59 PM / by Aisling Dawson posted in Quantum Safe Technologies
Along with 44,000 other in-person attendees, ABI Research attended RSAC 2025 from April 28 to May 1. In line with its 2025 rebranding from RSA to RSAC, this year’s conference was focused on community, with Hugh Thompson’s opening keynote emphasizing the importance of coordination and collaboration across the cybersecurity community when tackling the consistent stream of new and emerging threats, as well as the evolution of known and established attack vectors. Content, connection, culture, and conversation are the four “Cs” now central to both the RSAC brand and to the cybersecurity community at large. By combining our in-depth conversations with vendors, tracking session attendance, and touring the exhibition booths at RSAC 2025, we have compiled a list of the top six cybersecurity trends we expect to cause the most disruption in the market in the next year.
The Smart Building Technologies Revolutionizing Facility Management
May 13, 2025 1:50:56 PM / by Admin posted in Smart Buildings
As facility managers look to meet climate goals, reduce operational costs, and improve occupant experiences, smart building technologies are front and center. Amid this technological transformation, strategic alliances and renewed investment in existing infrastructure are on the rise. According to ABI Research, the push for digital innovation is not only reshaping technology portfolios, but also expanding smart building use cases across a wider range of sectors and geographies.
COMPUTEX 2025: AI's Reality Check—from Silicon to Applications
May 12, 2025 9:41:44 AM / by Paul Schell posted in AI & Machine Learning
- The Emergence of a New Battleground: Intel Versus AMD in AI Workstations
- NVIDIA's Strategy: Dominating AI Through Ecosystem, Access, and Interconnect
- Qualcomm's AI Strategy: Leveraging Connectivity Legacy Across Edge AI, Capturing AI PC Market Share, and a Foray into Data Center via NVLink Fusion
As we gear up for COMPUTEX 2025, the Artificial Intelligence (AI) Personal Computer (PC) narrative, which saturated the 2024 show with its narrow focus on Terra-Operations per Second (TOPS) and vendor benchmarking battles between Intel, AMD, and, increasingly, Qualcomm, remains under pressure to mature. The 2024 drive for raw performance was the first step, providing Independent Software Vendors (ISVs) with platforms for developing AI applications. The 2025 spotlight must shift toward genuine user experience and productivity enhancement. We'll be scrutinizing how the next wave of silicon, beyond simply meeting Microsoft's Copilot+ thresholds, enables applications that move beyond impressive but limited Proofs of Concept (PoCs) like stable diffusion demos. The key will be whether developers, armed with more robust tools and access to runtimes like Copilot+, can finally deliver the innovative, everyday creativity and productivity boosters that actually justify widespread device upgrades.