Helter Skelter
22時間前
I asked AI this 👉️ Will the QNX and Nvidia THORs collaboration dominate the Physical AI Market
AI Overview 👉️ The QNX and Nvidia THOR collaboration is positioned to dominate the Physical AI and robotics markets. By pairing Nvidia's processing power with QNX’s safety-critical, deterministic operating system, the partnership provides the foundational "brain" and "nervous system" required to safely deploy AI in real-world environments like factories and autonomous vehicles. 😂
$BB 🤑 $NVDA 🚀
Read the full answer 👉️ BRAIN and NERVOUS SYSTEM
AI will change it's answer around a little when you ask the same question more than once... 🤨
AI Overview 👉️The collaboration between QNX and Nvidia's THOR platforms is well-positioned to become a foundational pillar of the Physical AI market, rather than a standalone monopoly. By combining Nvidia's massive AI processing power with QNX’s certified, deterministic real-time operating systems (RTOS), the partnership solves the critical bottleneck between safe machine operation and autonomous decision-making.
Where Nvidia THOR goes we go. BlackBerry QNX.
Helter Skelter
23時間前
I asked AI 🙃👉️ ROS 2 will sit on top of QNX and Nvidia THOR is that correct?
AI Overview 👉️ Yes, that is correct. ROS 2 is officially supported on the QNX real-time operating system (RTOS) and integrates closely with hardware compute platforms like Nvidia DRIVE Thor (and its industrial counterpart, IGX Thor).
The architectural stack for this system operates as follows:
Foundational OS: QNX OS for Safety serves as the certified, deterministic, real-time operating system. It acts as the lowest-level software layer, managing safety-critical tasks, reliability, and security partitioning.
Compute Hardware: Nvidia THOR (featuring next-gen CPUs and Blackwell GPUs) sits on the hardware layer, providing massive processing power for heavy AI workloads, computer vision, and machine learning.
Middleware Framework: ROS 2 sits on top of this combination. It acts as the overarching framework handling modularity, high-level planning, and the communication of data between robotic components.
This setup allows developers to handle fast, AI-intensive perception in ROS 2 while delegating strict, time-sensitive hardware execution and safety-critical functions to QNX.
$BB 🤑 $NVDA 🚀
CA Market News
1日前
BlackBerry to Hold Annual Meeting of Shareholders on June 25, 2026June 11, 2026 4:15 PM
ACCESS NewswireWATERLOO, ON / ACCESS Newswire / June 11, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) will hold its Annual General Meeting (AGM) virtually on June 25, 2026, at 10:00 am ET. Shareholders can access the live audio webcast and voting platform at meetnow.global/MJSLNAS.Registered shareholders and duly appointed proxyholders may vote at the AGM. Non-registered or beneficial shareholders who wish to vote must appoint themselves as proxyholder by submitting a form of proxy and registering online at www.computershare.com/BlackBerry with Computershare Investor Services by 10:00 am ET on June 23, 2026.If you are not a registered shareholder with a control number or have not appointed yourself a proxy before the meeting, you will not be able to vote. You may still attend the meeting as a guest.For more information, including a user guide on how to join the AGM as a shareholder or guest, visit www.envisionreports.com/BlackBerry2026.A replay of the AGM will be available at BlackBerry.com/Investors.###About BlackBerryBlackBerry (NYSE:BB)(TSX:BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.For more information, visit BlackBerry.com and follow @BlackBerry.Investor Contact:BlackBerry Investor Relations
+1 (519) 888-7465
investorrelations@blackberry.comMedia Contact:BlackBerry Media Relations
+1 (519) 597-7273
mediarelations@blackberry.comSOURCE: BlackBerryView the original press release on ACCESS NewswireOriginal: BlackBerry to Hold Annual Meeting of Shareholders on June 25, 2026
Helter Skelter
1日前
AI Overview 👉️ BlackBerry’s [$BB] QNX has highly favorable odds to become the foundational real-time operating system (RTOS) layer for Nvidia’s Physical AI systems. The "nervous system to the brain" dynamic—Nvidia handles compute/intelligence, QNX handles guaranteed safety—is deeply rooted in mass-production scaling.
The Blueprint for "Nvidia's Blessings"
The "Thor" Integration: BlackBerry integrated its QNX OS for Safety 8.0 directly into the Nvidia IGX Thor (and DRIVE Thor) edge computing architectures, creating a unified development platform for industrial AI and robotics.The Software Bottleneck: Industry studies show 89% of robotics developers view Physical AI as critical, but 86% are open to switching OS platforms due to safety and integration bottlenecks. QNX is the industry leader in this niche.
The Revenue Model:
Just as QNX is the dominant RTOS in automotive Software-Defined Vehicles, every Nvidia IGX Thor-based deployment (humanoids, AMRs, medical tech) rolling into production carries QNX as the default certified safety layer, scaling predictable royalty revenues
$BB 🤑
Helter Skelter
1日前
Moving UP...I know one thing, Sideem, we're gonna crush the yoy PROFIT comparison.
Estimates are for .03 EPS for Q1. Say there's 585M OS x .03 = $17,550,000 Net Income.
Net Income Q1 2026 was $1.9M. YoY is plus 824%.
I imagine the $30 million came in from Malikie. Don't know how they'll handle
that accounting wise. Whether it's from Operations or not, it's $30 milly cash 🤑
$BB
Why this Middleware Integration is the Ultimate Breakthrough
Right now, millions of roboticists, AI engineers, and automation developers worldwide build their intelligent physical AI systems on ROS 2 (Robot Operating System), typically running it on standard open-source Linux.
The Massive Bottleneck: Standard Linux is not deterministic. It can stutter, crash, or delay a command by a few milliseconds. In a research lab, a delayed command is a glitch; on a factory floor or a surgical bed, a delayed command is fatal.
The Breakthrough: BlackBerry has natively ported and safety-certified ROS 2 to run directly on top of the QNX Neutrino Real-Time Operating System (RTOS).
This creates a massive paradigm shift.
An AI company can now build its intelligent neural networks using familiar open-source software, but when they deploy the robot commercially, they can seamlessly port it to QNX. This grants them instant TÜV Rheinland functional safety certifications (ISO 26262 ASIL D for automotive, IEC 61508 SIL 3 for industrial, and IEC 62304 Class C for medical devices) without forcing them to rebuild their code from scratch.
Is it always going to be automobiles?
No. The era of QNX being exclusively tied to the automotive sector is officially ending. While automotive currently accounts for roughly 80% of QNX's revenues, the macro growth trends show that the General Embedded Market (GEM)—specifically Autonomous Mobile Robots (AMRs), humanoid robotics, and software-defined factories—is positioned to eventually match or eclipse it.
Helter Skelter
3日前
AI Overview 👉️ Yes, Malikie Innovations had a patent infringement case against Vantiva (formerly Technicolor) regarding Wi-Fi/wireless standard-essential patents (SEPs). The dispute was administratively closed and resolved via a negotiated settlement on March 9, 2026.
Very recent. Hmmm, for $200,000,000? 🎯 How Much Money Is At Stake?
Gross Portfolio Revenue: While total gross collections from hundreds of corporate targets could realistically cross into the low billions over the next decade if courts rule in Malikie's favor, individual lawsuits hint at the scale. For instance, single-defendant litigations like the case against Vantiva have been estimated by industry analysts to hold a potential value of roughly $200 million on its own.That makes Malikie whole if it's what it appears to be...sweet...happened in Q1 2027...wonder if it'll be in the Q or shareholders' meeting...
$BB 🤑
Helter Skelter
3日前
AI Overview 👉️ Yes, Malikie keeps its first $200 million in gross recoveries, and BlackBerry (BB) only begins receiving a percentage of the profits after Malikie is "made whole".
What date did these 4 settlements happen?
AI Overview 👉️ The patent litigation settlements involving Malikie Innovations (wielding the former BlackBerry patent portfolio) were concluded on the following dates:
Nintendo: The main US lawsuit over Switch hardware was officially settled and closed on December 3, 2025. A related patent board proceeding (IPR) formally wrapped up on February 8, 2026.
Bumble: The patent dispute regarding mobile messaging infrastructure was settled and dismissed on December 30, 2025.
Match Group: The video chat and infrastructure lawsuit was settled and closed on January 14, 2026.
Discord: The communications patent lawsuit was settled and resolved early on September 5, 2025.
These private resolutions typically involved the defendants acquiring licensing agreements or paying lump-sum settlements to permanently bar Malikie from reasserting those specific patents.
$BB
These are recent...the checks are in the mail! 🤑 Go Malikie!
Helter Skelter
3日前
But I do care 😺 about
$1,000,000,000 hitting our bottom line!
BB is estimated to earn ~18¢ for FY 2027.
585M OS / .18 = $105,000,000 profit for 2027.
I'm looking forward to Malikie adding $100 million to our
bottom line every year for 10, 11, 12 years...
I asked AI another question. 😉
How Much Money Is At Stake?
Gross Portfolio Revenue: While total gross collections from hundreds of corporate targets could realistically cross into the low billions over the next decade if courts rule in Malikie's favor, individual lawsuits hint at the scale. For instance, single-defendant litigations like the case against Vantiva have been estimated by industry analysts to hold a potential value of roughly $200 million on its own.
Read the full story here 👉️ Malikie's Coming
$BB
Helter Skelter
3日前
AI Overview 👉️ If Malikie Innovations wins its patent infringement cases against $CORZ (Core Scientific) and $MARA (MARA Holdings), potential damages and ongoing royalties could range into the tens of millions of dollars per company.
🤑👍️ Hundreds of millions 👊😎👍️
"Under patent law, Malikie could recover up to six years of back royalties, alongside ongoing licensing fees."
does the WHOLE $BTC foundation run on old BlackBerry PATENTS sold to Malikie?
AI Overview 👉️ Not quite. 😸 While the Bitcoin network relies heavily on Elliptic Curve Cryptography (ECC), the Bitcoin core software is open-source and independent. However, Malikie Innovations (which bought 32,000 patents from BlackBerry in 2023) did sue major mining firms, claiming the specific cryptography they use violates former BlackBerry/Certicom patents.
The Impact: These lawsuits target the massive hardware infrastructure and commercial mining rigs rather than the Bitcoin network's underlying open-source code itself or individual users.
🤑 Go Get Them Malikie!
Helter Skelter
3日前
I asked AI to compare Alloy Kore and IVY...
Put together a quick little spreadsheet (still working on it).
Backlog is $10 billion ($10,000,000,000) in 2033.
Revenue from Royalty Backlog would be $2 Billion based on QNX Royalties alone.
Revenue in 2030 from the Royalty Backlog is ~$921 million.
QNX will have another ~$300 million coming in from Development Licenses (Seats) and Professional Services.
These numbers are way conservative, IMO:
These projections are low, they only include the Automotive Market (SDVs) and only @ $25 a year per vehicle (6 years)...
$BB 🤑
Helter Skelter
5日前
Great News for a Sunday ...(new to me anyway)...
I've seen 3x, 4x and 5x. I like 5x. 😺 How about a backlog of 3-5 billion dollars? 🤑 • Legacy QNX RTOS ($3–$10/vehicle): Historically, BlackBerry QNX was licensed on a per-module or per-chip basis. Automakers paid per-unit royalties for basic things like infotainment or the digital dashboard, which averaged an estimated $3 to $10 over the vehicle's lifetime.
• Safety Platform ($15–$30+/vehicle): As vehicles transition into "Software-Defined Vehicles" (SDVs) featuring advanced ADAS and AI capabilities, BlackBerry has introduced premium platforms like QNX OS for Safety 8.0 and QNX Hypervisor. Because these platforms consolidate multiple vehicle domains (like braking, steering, and sensors) into centralized high-compute domains, the software content per vehicle—and the associated royalty revenue—is projected to rise roughly 🚀 3 to 4 times to the $15–$30 range. $BB 🤑
Helter Skelter
1週前
Good O'Malikie (Irish) paid $200,000,000 plus royalties
for ~32,000 of our old patents...$200 million. They hungry 🦁 O'Lion. JMO 😜
AI Overview The name O'Malikie is not traditionally Irish.Instead, it is a hybrid or modified name rooted in different cultures:The "Malikie" portion: Usually a modern phonetic variation of the Hebrew name Malachi (meaning "my messenger" or "messenger of God"), or the Arabic name Malik (meaning "king" or "ruler").The "O'" portion: The prefix "O'" is distinctively Irish and Gaelic, meaning "grandson of" or "descendant of". Adding it to a Middle Eastern or Biblical name creates a blended or anglicized name rather than an authentic, historical Irish surname.If you are thinking of a classic, legitimate Irish surname, you may be looking for O'Malley (from the Gaelic Ó Máille), which traces back to a famous seafaring clan in County Mayo. Nope. O'Malikie, lol...
$BB 🤑