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The Trillion-Dollar Cloud AI Spends & Opportunities is a supply chain-driven push to build cutting-edge AI infrastructure that enables and catalyzes AI application demand from enterprises to consumers.

Overview The weekly US Smartphone Promotions Tracker and Index monitors pricing and discount activity in the smartphone promotional landscape, covering major postpaid and prepaid carriers. It tracks every smartphone available at each carrier and identifies the key characteristics of each promotion. These characteristics are represented in the Promotion Index Score, a metric that quantifies the terms of each promotion.

Snapdragon 8 Elite Gen 6 incorporates newer Oryon CPU cores, delivering higher performance, power efficiency and improved AI capabilities, achieving 5.0 GHz speed.

Overview The Auto 360 Intelligence Tracker provides Counterpoint's perspective on key developments shaping the global automotive industry. Every month, our analysts curate and connect the announcements that matter, from new vehicle launches and semiconductor design wins to software-defined vehicle (SDV) strategies, AI innovations, digital cockpit technologies, autonomous driving developments, connectivity partnerships, and industry events. Every edition is a curated, analyst-written brief.

Overview This comprehensive half-yearly market intelligence report delivers an in-depth analysis of OEM performance at a regional level and examines supplier dynamics. It also tracks changes in infotainment system offerings across various powertrain types (ICE, MHEV, HEV, PHEV, BEV, FCEV). Key features covered include instrument cluster and center infotainment display specifications, such as display type, touchscreen functionality, display size, and cluster type.

MediaTek has introduced its fourth generation All Big Core CPU architecture in the Dimensity 9600 Pro, featuring two Arm C2-Ultra cores clocked at up to 4.55GHz for high-performance processing.

Overview Infotainment systems have become essential for consumers, offering not only vehicle information but also entertainment. Today, entertainment and safety features are key considerations for consumers when purchasing a vehicle. This comprehensive report offers valuable insights into the evolution of infotainment systems. Infotainment has become one of the core differentiators which influences the consumer before buying a vehicle. As the industry is slowly transitioning towards the software-defined vehicle (SDV) era, consumers are much more concerned about their vehicle features, connectivity, and reliability towards safety.

The Background On September 24, US President Donald Trump met Chinese President Xi Jinping at the White House, with both sides emphasizing strategic stability even as competition continues across trade, technology and AI.

Overview Early retail checks across seven markets show a split in iPhone 18 Pro demand. India and China grew, while most other markets softened. We expect shipments to trail the iPhone 17 Pro cycle, but a premium-leaning mix should limit the impact on revenue.

NVIDIA China Developer Day 2026 will be held in Suzhou, China, on October 15-16, 2026. Counterpoint Research analyst Shaochen Wang will be attending the event. Meet with him to discuss the latest developments in physical AI, robotics, and LLM training and inference, and explore how advances in AI computing are shaping the development of intelligent machines and the broader AI ecosystem.