The way to think about it is we sued Qualcomm and Nuvia in 2022 after Qualcomm acquired Nuvia, arguing the license could not be transferred without our consent; we are the plaintiff and did not acquire Nuvia. A jury found for Qualcomm in December 2024, and on September 30 2025 the district court entered final judgment in Qualcomm’s favor – the Nuvia‑derived cores are covered under our existing license, and our remaining claims were dismissed. We filed a notice of appeal on October 1 2025, so the matter is now pending on appeal and its outcome is unresolved.
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Look, at a very high level, right? We are re‑entering the datacenter as a custom‑silicon provider for an unnamed leading hyperscaler – a datacenter CPU plus AI‑inference accelerators built on the Alphawave acquisition, with initial shipments guided for the December‑2026 quarter and the customer withheld until a June investor day. As you know, our edge AI read is deliberately measured and we flag that whether the custom datacenter effort converts to material recurring revenue remains an open question.
Look, at a very high level, right? We're re-entering datacenter as custom silicon for an unnamed leading hyperscaler — CPU plus inference accelerators on Alphawave connectivity, first shipments guided December 2026, customer held for June investor day. As you know, our read is agent orchestration is CPU-bound; Oryon spans phone, PC, auto, datacenter. I think edge inference stays contested and early; whether custom datacenter converts to recurring revenue is the open question we flag.