Category: Science & Tech

  • Linux memory-management reviewer Lorenzo Stoakes drops most review duties, citing a flood of AI-generated patches

    Linux memory-management reviewer Lorenzo Stoakes drops most review duties, citing a flood of AI-generated patches

    Replying to MM maintainer Andrew Morton, who asked whether a “Nacked-by” was allowed and told him to “hang in there,” Stoakes described how the problem grew: “Of course the AI wave has been horrible, and is getting significantly worse. At first it was once in a while that I’d see slop. Then it was at least once a week. Then every few days. Nowadays it’s pretty much half of what I see, if not more” [2]. He called the change “mostly about cutting down the noise in my inbox” and said he will likely still review other work when needed [2][3]. MM maintainer David Hildenbrand acked the series with “Yeah, it’s crazy” [5], and reviewer Lance Yang wrote that “with the AI flood these days, inbox zero just isn’t happening” [3].

    Stoakes had raised the issue before. In July he complained that “the amount of time wasted on AI slop is already too much and we’re only at the start of this,” and about a month ago said “what kills the project is having 1,000 slop submissions that 2 or 3 people have to do something with,” Tom’s Hardware reported [4].

    The step-back lands the same week Linus Torvalds wrote that “much of” Linux 7.4-rc2 “was driven by various AI fixes” and relayed a BPF maintainer’s view that fixes now outpace new bug reports (MLQ.ai coverage). The kernel does not require AI-assisted patches to be labeled as such [4], so the filtering falls to the small group of human reviewers in each subsystem.

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  • The Only Thing Driving Truth Social’s Revenue Will Make You Close Your Eyes and Wish for Better Days

    The Only Thing Driving Truth Social’s Revenue Will Make You Close Your Eyes and Wish for Better Days

    Donald Trump’s social media platform Truth Social is cratering right along with his personal reputation, but it does have one thing going for it: customers dumb enough to pay top dollar for slightly faster access to the president’s posts — or “truths,” in the site’s oxymoronic nomenclature.

    On Monday, Trump Media and Technology Group, which owns the service, reported that its revenue had shot up by 205 percent in the third quarter. The gains primarily came from its so-called “Truth API,” a feed that gives early access to posts by certain accounts — and let’s be real, people are paying for Trump’s — for the price of between $60,000 and $100,000 per month.

    The feed was blasted as being an obvious rip-off the moment it was announced, and a blatant attempt to cash in on the president’s potentially consequential ramblings. Subscribers could in theory get an edge by acting on the effects that Trump’s decrees could have on financial markets before the public hears about them, introducing its own ethical concerns.

    But who would be willing to shell out upwards of a million dollars per year for such a horrendous bargain? A handful of Wall Street firms, for one. Reuters reported last month that Susquehanna International Group and Jump Trading were among those who signed up for access — along with the financial newspaper and data company Bloomberg.

    Now’s the time to put this revenue machine in some much-needed context, though. Trump Media’s amazing 205 percent surge in quarterly revenue only amounted to a paltry $3 million. Truth API accounted for $1.3 million of that, suggesting that, at most, it has less than two dozen customers. It also made another $523,000 off its “uncensored” streaming service Truth+, meaning that nearly two thirds of its quarterly revenue came from its media offerings.

    That said, Trump Media is still making bags of money — just not through its actual business. It reported a quarterly net income of $409.7 million, with the vast majority of it coming from its holdings in cryptocurrencies like Bitcoin and related securities.

    That doesn’t necessarily speak to a healthy business model, and the stock market has reflected the uncertainty around Trump and his media company. Shares hit an all-time low of below $4.00 last week after Trump’s candidates lost in the midterm elections, and the company is currently down 69 percent for the year.

    More on Trump: Investors in Trump’s Crypto Coin Are Now Screwed Beyond Belief

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  • GTA 6 DualSense restock retailers: Where to buy the limited-edition PS5 controllers

    GTA 6 DualSense restock retailers: Where to buy the limited-edition PS5 controllers

    GTA 6 is finally arriving next week, and the heavily in-demand limited-edition PS5 DualSense controllers have been making a surprising comeback with select restocks before Rockstar’s long-awaited sequel launches. 

    Sony’s collaboration with Rockstar Games delivered two distinctive blue-and-purple, neon-infused designs inspired by the streets of Vice City, each available in black and white for $84.99. However, as preorders opened on Sept. 10, stock allocations sold out everywhere — especially the black version, which is sold exclusively via PlayStation Direct. 

    With both GTA 6 DualSense controllers scheduled for release on Nov. 19, several major stores still have preorder listings for the white edition, with intermittent restocks expected over the next week.

    Be sure to keep this page bookmarked as we’ve checked across go-to retailers, confirmed where you can buy DualSense right now, and provided the full list of links you’ll need to check for the best chance of grabbing GTA 6’s limited edition controllers going forward.

    Where to check for GTA 6 DualSense controller stock

    Before GTA 6’s launch on Nov. 19, these are the main retailers in the U.S. to bookmark and check for preorders:

    • PlayStation Direct (Black): Your only official U.S. retailer for the black controller. Sony has imposed a one-per-order limit, so don’t try to grab more than one if you’re lucky to get through.

    • PlayStation Direct (White): Also listed through Sony’s storefront, the white version isn’t exclusive. With that, there are several alternatives if PlayStation Direct runs out.

    • Amazon: A live listing for the white DualSense is available to buy now.

    • Walmart: The GTA 6 limited-edition PS5 DualSense controller is in stock at the time of writing. Shipping’s estimated to arrive on the game’s Nov. 19 release day.

    • Target: The white GTA 6 controller is in stock at the time of writing, though at the standard $84.99 price. The shipping date’s a little later than Walmart.

    • GameStop: Currently available to preorder online at $84.99. However, the delivery date is estimated for Nov. 20-25.

    • Best Buy: The white edition controller at $84.99 is out of stock online, but is currently marked as “Coming Soon.”

    Why are the GTA 6 DualSense controllers selling out so quickly?

    GTA 6’s massive hype has undoubtedly led shoppers directly to the game’s dedicated PS5 DualSense controllers. It’s the natural way of things.

    As reported by IGN, 100 million PS5s have now been sold, including 2.1 million in the last quarter. It feels like a lot of recent sales have been driven by GTA 6. PC players need to wait, and the Xbox Series X|S’s install base pales in comparison to PlayStation, making the PS5 the default way to play GTA 6.

    Not every one of the 100 million PS5 owners in the world will be playing GTA 6 or would even want the controller, but it does mean that the pool of potential buyers who’d want a dedicated GTA-themed DualSense controller is significant.

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    What’s special about the GTA 6 Limited-Edition DualSense controllers?

    Both controllers draw inspiration from GTA 6’s fictional Vice City setting, though each represents a different side of the game’s Florida-inspired location.

    The white DualSense adopts a brighter appearance influenced by Vice City’s beaches, pastel colors, and a sunny daytime atmosphere. The black alternative draws on the city’s neon-lit nightlife, with darker tones surrounding its colorful accents — representing the long nights in Vice City.

    Alongside the prominent VI branding on the touchpad, each has textured palm tree detailing across the grips and a shimmering, color-shifting finish that changes appearance as the light catches it. Underneath those cosmetic changes, they’re effectively standard PS5 DualSense wireless controllers. That means you’re still getting haptic feedback, adaptive triggers, a built-in microphone, motion controls, and the familiar touchpad while you revel in Jason and Lucia’s Leonida adventures.

    Both controllers can also be used with compatible PCs, Macs, and mobile devices.

    How can you improve your chances of finding stock?

    If the GTA 6 DualSense is unavailable, there are a few ways to make the search less frustrating:

    • Get your retailer accounts ready: Sign in to Amazon, Walmart, Target, Best Buy, and PlayStation Direct ahead of time, with your payment and delivery information saved. That way, you won’t have to scramble through checkout if new stock appears.

    • Remember PlayStation Direct’s exclusivity for the black controller: Since it’s the only official U.S. retailer carrying this version, there’s little benefit in searching elsewhere unless you’re considering resale listings.

    • Use stock alerts where available: Retailer notifications and independent trackers can help flag when inventory is returning without requiring you to manually check every product page throughout the day.

    • Check local stores around launch: Best Buy, Target, and GameStop could be worth contacting starting Nov. 19. In-store inventory isn’t guaranteed, but it offers another option if online orders become unavailable entirely.

    • Avoid paying collector prices too early: Both controllers have an official $84.99 recommended retail price. Listings substantially above that are not worthwhile while there’s still a chance of additional stock reaching major stores.

    Will the GTA 6 DualSense controllers be restocked for Black Friday?

    It’s possible, although Sony hasn’t confirmed a dedicated Black Friday restock.

    With GTA 6 launching on Nov. 19 and Black Friday 2026 taking place on Nov. 27, there’s a relatively short gap between the release date and the biggest shopping event of the year. With that, retailers could receive more inventory around launch or hold additional units for the holiday shopping period. However, neither possibility is guaranteed, especially for the black controller, which remains exclusive to PlayStation Direct in the U.S.

    Even if there were more stock in time for Black Friday, it doesn’t necessarily mean these special editions will be discounted. Given their limited availability and high demand, retailers have no reason to knock anything off the price just yet. At this stage, selling out at MSRP is already almost a guarantee.

    For now, the safest approach is to keep checking the retailer pages above and secure your preferred design if it becomes available at a reasonable price. Waiting until Black Friday might pay off, but there’s a slim chance that either controller will still be available to buy after Nov. 19.

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  • Best Pokémon TCG deal: 30th Celebration Elite Trainer Box is under market price on Amazon

    Best Pokémon TCG deal: 30th Celebration Elite Trainer Box is under market price on Amazon

    TL;DR: The Pokémon TCG 30th Celebration Elite Trainer Box is available for $59.99 at Amazon. That’s way under TCGplayer’s $110 market price.


    Credit: The Pokémon Company

    After weeks of growing excitement and preorder wars, the Pokémon TCG 30th Celebration Elite Trainer Box is out in the wild. And Amazon is celebrating by bringing back its stunning $59.99 deal.

    As of Nov. 11, the Pokémon TCG 30th Celebration Elite Trainer Box is on sale for just $59.99 on Amazon. Everything is handled directly by Amazon, but Amazon is still routing orders through its “request invite” system. We can see these are selling fast, so it’s clearly a system that’s working for many shoppers. Don’t be discouraged by the invitation process.

    Amazon’s deal is way under TCGplayer’s $110 market price. We rarely see deals this far below market price, so we understand the hype.

    The 30th Celebration Elite Trainer Box contains nine 30th Celebration booster packs, an exclusive full-art foil Nidorina promo card, 16 foil Basic Energy cards, 65 custom card sleeves, damage-counter dice, a condition marker, card dividers, a collector’s player guide, and a code card for Pokémon TCG Live.

    Shop the Pokémon TCG 30th Celebration ETB for $59.99 at Amazon, while supplies last.

    Topics
    Pokemon
    Trading Cards

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  • Google MVNO service brings back multi-network capability

    Google MVNO service brings back multi-network capability

    Google’s mobile virtual network operator (MVNO) service returned multi-network capability for U.S. smartphone users.

    With Google Fi Wireless, users can see their service automatically switched between two 5G cellular networks and millions of Wi-Fi hotspots.

    Rolling out on Pixel 9 and newer phones, the plan provides access to T-Mobile US’ network, Google’s exclusive network partner since 2023, and an unnamed second 5G network. The service also extends Wi-Fi Auto Connect+ to more locations, with Google promising seamless connectivity to “high-quality Wi-Fi in millions of locations.”

    Under the hood, Google Fi’s “super network” uses multiple enabled profile (MEP) technology to allow its phones to host two eSIMs simultaneously and keep them active on dual cellular networks at the same time where available. Upon detecting weak coverage, the service automatically switches to a secondary service.

    MEP is not a novel concept, having been available on Android phones since 2022. Google Fi meanwhile has allowed for multi-carrier switching since inception, hosting concurrent services on a physical SIM for T-Mobile US and Sprint before the latter’s acquisition by the former in 2020, and then T-Mobile US with US Cellular. Google ended its US Cellular partnership in 2023.

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  • Mogrify to present preclinical proof-of-concept data for first-in-class retinal in vivo reprogramming therapy

    Mogrify to present preclinical proof-of-concept data for first-in-class retinal in vivo reprogramming therapy

    Mogrify Limited (Mogrify®), a regenerative medicine company developing a novel class of in vivo reprogramming therapies, today announced it will present preclinical proof-of-concept data at FLORetina-ICOOR 2026. The data support its first-in-class therapy designed to protect and regenerate the retina in patients with retinal disorders.

    The company’s lead program uses transcription factor-mediated direct reprogramming to convert müller glial cells into functional photoreceptors within the retina. By addressing the photoreceptor loss underlying retinal degeneration, the approach aims to preserve and regenerate retinal function and restore clinically meaningful vision in patients with a range of retinal disorders.

    In a recently completed large-scale preclinical proof-of-concept study, Mogrify demonstrated statistically significant preservation and restoration of visual function across multiple functional endpoints in a rodent model of induced retinal degeneration. The study used AAV-delivered combinations of transcription factors identified through the Company’s proprietary platform.

    Mogrify’s platform combines next-generation sequencing and a human gene regulatory network-based approach to systematically and impartially identify optimal transcription factor combinations for controlling human cell fate. The technology enables direct in vivo conversion between any source cell type and any target cell type of clinical interest.

    Chief Scientific Officer at Mogrify, Dr. Jonathan Appleby, will lead the program towards first-in-human studies, bringing 30 years of medicines development expertise. Mogrify is actively seeking partners to support the program’s advancement.

    We are thrilled to have generated statistically robust evidence that AAV delivery of MOGRIFY-identified transcription factor combinations can both protect against and reverse vision loss in a preclinical model of retinal degeneration. Demonstrated across several dosing formats and multiple functional endpoints, these findings represent an important step towards the development of a fundamentally novel and gene-agnostic approach to treating retinal disease.”

    Dr. Jonathan Appleby, Chief Scientific Officer, Mogrify 

    Joe Foster, Chief Executive Officer, Mogrify, added: “These results are an exciting milestone, providing a robust foundation for advancing our lead program towards clinical development. We are now exploring licensing and investment opportunities to progress this asset into first-in-human studies.”

    The presentation, Delivery of a selected combination of transcription factors can improve visual function in a preclinical model of retinal degeneration, will be given at the FLORetina-ICOOR 2026 Congress, taking place 3-6 December 2026.

    • Presentation Track: IRD 1 – Natural History, Endpoints & Therapies
    • Presentation Date: Thursday, 3 December 2026
    • Presentation Time: 12:00-13:00

    The data will also be presented as part of The Dolphin Tank, EYENOVATE’s premier ophthalmology and vision science innovation showcase, hosted during FLORetina-ICOOR 2026.

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  • Watch An AI Attacker Pentest A Web App Live

    Watch An AI Attacker Pentest A Web App Live

    Dec 1, 11 AM ET. See what’s actually exploitable.

    Your DAST just found 400 issues. Which three could an attacker actually use?

    Find out live on December 1. We’re pointing
    Pentera
    Apps at a running web application and letting it work in front of you. This isn’t a scanner running a checklist; it’s an agent reasoning its way through the app.

    • Logic, not signatures. Watch it manipulate state, sequence requests, and adapt payloads across multi-step workflows.
    • Low-severity becomes a path. An info disclosure plus an IDOR becomes an account takeover, chained and validated end-to-end.
    • It knows where to stop. Customer-defined scope, deterministic guardrails, full audit trail. Watch it refuse to cross a boundary in production.
    • Evidence your developers won’t argue with. Replayable exploits, reproduction steps, and request/response traces, ready for a ticket.

    December 1, 2026 | 11:00 AM ET / 4:00 PM GMT | 60 minutes

    Test everything. Fix faster.

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  • Sony Begins Mass Shipping Its Flagship 105MP Global Shutter Sensor: 10K at 100 FPS

    Sony Begins Mass Shipping Its Flagship 105MP Global Shutter Sensor: 10K at 100 FPS

    Sony Semiconductor Solutions has confirmed that its flagship IMX927 global shutter image sensor has entered mass shipment. The sensor delivers approximately 105 megapixels at up to 102 frames per second in 10-bit, or 72.8 FPS in 12-bit, at full resolution. The announcement marks a commercial milestone for one of Sony’s most ambitious high-resolution global shutter imaging technologies.

    Sony IMX927Sony IMX927
    Sony IMX927

    Sony originally announced the IMX927 in September 2025, introducing a 105MP stacked CMOS sensor designed primarily for industrial imaging, machine vision, and advanced inspection systems. As YMCinema reported in October 2025, the IMX927 combines a 10K-class square imaging area, a 39.7mm diagonal, and global shutter technology capable of capturing fast-moving subjects without rolling shutter distortion. Sony subsequently demonstrated the sensor’s capabilities, as covered by YMCinema in January 2026. Now, according to a November 11, 2026 product communication distributed by Sony Semiconductor Solutions, the monochrome IMX927 entered mass shipment in October 2026. The distinction is important. The performance specifications are not new, but the sensor has progressed from its initial announcement and demonstration stage to mass production.

    Sony Showcases Its Flagship 10K 105MP 100 fps Large Format Global Shutter SensorSony Showcases Its Flagship 10K 105MP 100 fps Large Format Global Shutter Sensor
    Sony Showcases Its Flagship 10K 105MP 100 fps Large Format Global Shutter Sensor

    The newly supplied IMX927-AQB technical flyer details the capabilities of the sensor’s color variant. With a recommended recording resolution of 10,240 × 10,240 pixels, the IMX927 supports three full-resolution output modes:

    • 8-bit: 111.7 FPS
    • 10-bit: 102 FPS
    • 12-bit: 72.8 FPS

    The sensor features 2.74μm pixels and Sony’s Pregius S stacked, back-illuminated global shutter technology. It also supports a 5,120 × 5,120 subsampling mode reaching 200 FPS in 10-bit or 143.2 FPS in 12-bit. The interface is equally significant. Sony uses SLVS-EC high-speed connections capable of supporting approximately 100 Gbps of aggregate data transfer bandwidth, addressing the enormous throughput requirements of 105MP imaging at triple-digit frame rates. Sony’s latest shipment confirmation specifically concerns the monochrome version, while the accompanying IMX927-AQB flyer describes the color version. The communication does not establish a new mass-shipment date for the color model.

    Sony IMX927 sensorSony IMX927 sensor
    Sony IMX927 sensor

    The IMX927 is particularly interesting when compared with Sony’s IMX937, another 105MP global shutter sensor with the same 39.7mm diagonal. As YMCinema detailed in October 2026, the IMX937 reaches approximately 36 FPS at 12-bit full resolution. By comparison, the IMX927 achieves 72.8 FPS at 12-bit, representing approximately twice the throughput at comparable resolution. At 10-bit, the difference is similarly substantial: 102 FPS for the IMX927 compared with 51 FPS for the IMX937. This demonstrates how Sony is developing distinct high-resolution global shutter sensors with different readout capabilities, even when their fundamental imaging dimensions are identical.

    IMX927 product informationIMX927 product information
    IMX927 product information
    IMX927 product informationIMX927 product information
    IMX927 product information

    The IMX927 remains an industrial image sensor, with applications focused on factory automation, precision inspection, and 3D vision rather than digital cinema. Nevertheless, the underlying technology is relevant to professional filmmaking. Capturing more than 100 million pixels at approximately 73 FPS in 12-bit while maintaining a global shutter demonstrates a level of readout performance that remains highly ambitious for professional cinema cameras. The sensor’s square format also presents interesting possibilities for cropping, reframing, and high-resolution motion capture, although its 39.7mm diagonal should not be confused with the dimensions of a conventional 36 × 24mm full-frame sensor. There are also substantial unanswered questions concerning dynamic range, color performance, processing requirements, and recording infrastructure in a potential cinema application. Sony has not announced any plans to integrate the IMX927 into its Cinema Line or CineAlta cameras. However, the IMX927’s unusual 1:1 sensor geometry offers intriguing possibilities for anamorphic cinematography. A 2× anamorphic lens could theoretically produce a 2:1 image while utilizing the sensor’s full 10K vertical resolution. Combined with global shutter readout and 12-bit capture at 72.8 FPS, the sensor presents an interesting technological foundation for future large-format imaging systems.

    Sony Announces a New 10K Global Shutter Large Format SensorSony Announces a New 10K Global Shutter Large Format Sensor
    Sony Announces a New 10K Global Shutter Large Format Sensor

    The significance of Sony’s latest announcement is not another record-breaking sensor specification, but the transition of its 105MP, high-speed global shutter technology into commercial mass production. With approximately 10K resolution, 102 FPS at 10-bit, and 72.8 FPS at 12-bit, the IMX927 demonstrates what Sony’s industrial semiconductor division can already deliver. Whether comparable technology eventually appears in a dedicated cinema camera remains an open question. For now, the IMX927 provides an interesting benchmark for the next generation of ultra-high-resolution global shutter imaging.

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  • Pay  and claim lifetime access to AI apps: How to compare ChatGPT, Claude, and Gemini

    Pay $48 and claim lifetime access to AI apps: How to compare ChatGPT, Claude, and Gemini

    TL;DR: Simplify your AI workflow with The Lifetime AI Software Stack Bundle, on sale now for just $47.99 (reg. $1,811.99) with code DEAL20 through Nov. 15.


    Credit: The Lifetime AI Software Stack Bundle

    $47.99

    $1,811.99
    Save $1,764

     

    Not every AI model is equally good at everything. One might be better for research, another better for writing, and yet another helpful for creating images. If you want to improve your AI workflow, the Lifetime AI Software Stack Bundle provides five tools to tackle a wide range of projects and access multiple models.

    Say goodbye to your AI subscriptions and snag The Lifetime AI Software Stack Bundle for only $47.99.

    Get a whole lineup of AI tools for just $48

    ChatGPT, Claude, or Gemini might be the first AI model that comes to mind, but there are countless options. The Lifetime AI Software Stack Bundle brings many of them to you — providing five lifetime tools ready to help with everything from basic questions to image generation.

    First up in this bundle? 1ForAll AI Pro, which helps you tackle text, voice, image, and video generation. This tool uses models from OpenAI, Google, AWS, Azure, and Luma to handle your voice cloning, PDF-to-speech, and unlimited text processing needs.

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    Need help with queries? PromptBuilder Starter is a Chrome extension that helps you craft perfect prompts optimized for 10 different AI tools. This lifetime license even gives you up to 5,000 queries per month for life.

    AskAnyModel AI is there to give you a wide range of answers from up to six different AI models at once. Ask your query and check out results from models like Claude, ChatGPT, Gemini, and more — all side-by-side so you can easily pick the best one for your needs.

    If you could use a little more time back, Voibe is here to serve as your very own voice-to-text transcription service, saving you time on typing. Dictate into Word, Outlook, Gmail, Google Docs, Slack, and more, on both Mac and Windows devices.

    Leelo AI completes this bundle of AI tools, and if you’re a content creator, you need this one. It’s a voice-to-text narration partner that helps you create audio for everything from audiobooks to social media. It’s capable of generating speech in 142 languages, all with authentic accents.

    Snag the Lifetime AI Software Stack Bundle for only $47.99 with code DEAL20 now through Nov. 15.

    StackSocial prices subject to change.

    Topics
    Artificial Intelligence

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  • Qualcomm (QCOM) Deepens Its AI PC Ecosystem With A New Linux Desktop OS

    Qualcomm (QCOM) Deepens Its AI PC Ecosystem With A New Linux Desktop OS

    • QUALCOMM (NasdaqGS:QCOM) is partnering with Kora Systems on a new AI-focused Linux desktop OS for Snapdragon-based PCs.
    • Kora Systems, led by Cyanogen co-founder Kirt McMaster, is tuning the platform specifically for on-device AI workloads on Qualcomm chips.
    • The Kora OS model introduces AI subscription services, creating potential new revenue channels tied directly to Snapdragon PC deployments.
    • Qualcomm engineers are working with Kora Systems to align the OS with Snapdragon hardware, reflecting closer integration between software and silicon.
    • The launch of Kora’s AI-integrated Linux OS for Snapdragon PCs is worth weighing alongside the rest of our Qualcomm findings. We have also flagged 1 major warning sign for QUALCOMM.

    Consider widening your watchlist to other players building and supplying the infrastructure that underpins AI-focused computing platforms through 53 AI infrastructure stocks.

    NasdaqGS:QCOM Earnings & Revenue Growth as at Nov 2026
    NasdaqGS:QCOM Earnings & Revenue Growth as at Nov 2026

    QUALCOMM develops and licenses core wireless technologies used across mobile devices and connected hardware globally. This push into AI-focused PCs extends its chip footprint from phones into full desktop computing. For investors, it ties the semiconductor group’s Snapdragon ecosystem more tightly into everyday productivity workflows rather than just mobile use cases.

    4 things going right for QUALCOMM that this headline doesn’t cover.

    QUALCOMM Narrative: Kora partnership leans into the non handset AI thesis

    The QUALCOMM Narrative hinges on non handset chips in AI devices, PCs, automotive and data centers doing more of the heavy lifting as smartphones stay pressured. This Kora Systems tie up drops Snapdragon PCs and on device AI software into that same bet on a broader compute footprint.

    “The main thing that has to go right is execution on large new AI and compute programs in data center, automotive and industrial IoT so that these businesses offset pressure from smartphone cyclicality, higher wafer costs and the loss of Apple modem revenue…”

    See how the full story points towards a $186 fair value for QUALCOMM.

    This partnership leans toward the bull case that Qualcomm can turn Snapdragon into a wider AI compute platform rather than a handset only story. Kora’s Linux desktop, tuned with Qualcomm engineers for on device models and subscriptions, adds a concrete software layer that ties PCs, phones and edge devices into one ecosystem in a way Intel and AMD are also chasing.

    The news also exposes a bear worry. Each new AI centric PC initiative adds another execution front on top of AWS data center silicon, automotive pipelines and Starlink 5G infrastructure, all while analysts already flag shrinking profit margins over the next few years. The balance tilts slightly positive for the Narrative, but only if Qualcomm shows these AI PCs feed into that US$40b non handset QCT ambition rather than just adding cost and complexity.

    To judge partnerships like this one, you need a clear view of where QUALCOMM is trying to shift its earnings mix, which is exactly what a coherent Narrative lays out.

    The valuation check many QUALCOMM buyers run last

    Before acting on any story around QUALCOMM, many investors want to know what a plain cash generation model suggests the whole business could be worth relative to today’s share price. Find out exactly what QUALCOMM is worth today based on its cash flows.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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