Samir Khazaka’s Newsletter

Insights from Khazaka Advisory (Khazaka.com) on tech, mobile, chips and strategy as we navigate an AI-driven world.

Latest

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

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

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

Why Edge AI Matters More for Robots Than for Phones

Why Edge AI Matters More for Robots Than for Phones

Samir Khazaka

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

Beyond Huawei: China’s Smartphone Market Is Localizing Its Entire Stack

Beyond Huawei: China’s Smartphone Market Is Localizing Its Entire Stack

Samir Khazaka

Beyond Benchmarks: Redefining Performance in Premium Smartphone Chips

Beyond Benchmarks: Redefining Performance in Premium Smartphone Chips

Samir Khazaka

The Real Battle in Mobile Chips: It’s Not MediaTek vs. Qualcomm—It’s a New Arm vs. a New Qualcomm

The Real Battle in Mobile Chips: It’s Not MediaTek vs. Qualcomm—It’s a New Arm vs. a New Qualcomm

Samir Khazaka

Samsung’s Strategic Disconnect: How Its Reliance on Qualcomm and TSMC Undermines Its Own Chip Ambitions

Samsung’s Strategic Disconnect: How Its Reliance on Qualcomm and TSMC Undermines Its Own Chip Ambitions

Samir Khazaka