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Samir Khazaka’s Newsletter

Analysis & Insights on tech, semiconductors, AI, and mobile strategy — by Samir Khazaka, founder of Khazaka Advisory at Khazaka.com

Latest

The Fog Gets Thicker: How AI Is Obscuring the Cybersecurity Battlefield

The Fog Gets Thicker: How AI Is Obscuring the Cybersecurity Battlefield

Samir Khazaka
Samir Khazaka
Oct 18, 2025
Qualcomm’s Arduino Acquisition and the Thorny Path to IoT Scale

Qualcomm’s Arduino Acquisition and the Thorny Path to IoT Scale

Qualcomm could’ve achieved most of its concrete objectives through partnership instead of acquisition.

Samir Khazaka
Samir Khazaka
Oct 10, 2025
Quick Note: AMD – OpenAI Deal Underscores the Compute Inflection Nuvia & Qualcomm Missed

Quick Note: AMD – OpenAI Deal Underscores the Compute Inflection Nuvia & Qualcomm Missed

Samir Khazaka
Samir Khazaka
Oct 10, 2025
Quick Note: Arm v. Qualcomm Appeal Process Begins

Quick Note: Arm v. Qualcomm Appeal Process Begins

Samir Khazaka
Samir Khazaka
Oct 1, 2025
6G Should Be the Network for Autonomous Robots

6G Should Be the Network for Autonomous Robots

The defining test of 6G will be resisting the familiar playbook and committing to a more ambitious, long-term mission

Samir Khazaka
Samir Khazaka
Sep 28, 2025
Quick Note: Nvidia’s $5B Into Intel — Politics and Foundry First, CPUs and Ecosystem Second

Quick Note: Nvidia’s $5B Into Intel — Politics and Foundry First, CPUs and Ecosystem Second

Samir Khazaka
Samir Khazaka
Sep 19, 2025
Apple’s Private Cloud Compute Is More Than an AI Enabler

Apple’s Private Cloud Compute Is More Than an AI Enabler

It may become the iPhone’s next great differentiator and a structural lead Android will struggle to match

Samir Khazaka
Samir Khazaka
Sep 16, 2025
The Self-Driving Car Era Is Over — The Age of Robot-Cars Has Begun

The Self-Driving Car Era Is Over — The Age of Robot-Cars Has Begun

Why Vehicle Autonomy Is Being Folded Into Datacenter-Class AI Platforms

Samir Khazaka
Samir Khazaka
Sep 2, 2025
Why Edge AI Matters More for Robots Than for Phones

Why Edge AI Matters More for Robots Than for Phones

Samir Khazaka
Samir Khazaka
Aug 25, 2025
Edge vs. Cloud AI: Same Rhyme, New Verse, Louder Volume

Edge vs. Cloud AI: Same Rhyme, New Verse, Louder Volume

AI at the edge isn’t a new era. It’s the latest turn in a decades-old client-server cycle.

Samir Khazaka
Samir Khazaka
Aug 25, 2025
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Samir Khazaka’s Newsletter

Samir Khazaka is an independent industry analyst and founder of Khazaka Advisory, LLC. Cutting through the noise on mobile, compute & chips in an AI-driven world.

© 2025 Samir Khazaka's Newsletter - Published by Khazaka Advisory, LLC.

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