Samir Khazaka’s Newsletter

Qualcomm – Arm: Courts Enforce Contracts, They Don't Negotiate Licensing Deals

Good-faith negotiation does not guarantee agreement. Higher royalties are not inherently harmful to competition or the Arm ecosystem.

Samir Khazaka

Where Consumer AI Stickiness Actually Lives: Apple, Google, and the Platform Advantage

Samir Khazaka

The AI Infrastructure Lanes Are Quietly Solidifying

What looks like a wide-open frontier is already settling into distinct platform paths.

Samir Khazaka

The Emerging Arm–MediaTek–Nvidia Alignment Inside AI Infrastructure

A subtle structural convergence is emerging across AI infrastructure, driven by Arm’s expanding role, MediaTek’s custom-silicon momentum, and Nvidia’s platform gravity.

Samir Khazaka

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

Samir Khazaka

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

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

Samir Khazaka

Quick Note: Arm v. Qualcomm Appeal Process Begins

Samir Khazaka

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

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

Samir Khazaka