Qualcomm Ventures

We're thrilled to participate in Mecka's $60M Series B and support the company's vision for Physical AI. Mecka is building the data and deployment layer for Physical AI, helping transform real-world human actions and environments into the foundation for intelligent robotic systems. As AI increasingly expands into robots, autonomous systems, and intelligent edge devices, the ability to capture, structure, and learn from real-world data will be critical to unlocking the next generation of intelligent systems. Congratulations to Josh Gao, Jason Chong, Evan Neff, and the entire Mecka team on this exciting milestone. Were thrilled to support their mission to help bring AI into the physical world and look forward to being part of the journey ahead. Read more about Mecka's vision and announcement in their latest blog post: https://lnkd.in/g43TvZka #PhysicalAI #Robotics #AI #EdgeAI Tushar Gupta

We're entering a new phase of AI: moving beyond assistants that wait for prompts to systems that can anticipate needs and take action on our behalf. Portfolio company Hark is advancing that vision with the launch of Hark Pro, an AI-powered operating system designed to deliver proactive, personalized assistance. As AI evolves from answering questions to orchestrating everyday tasks and decisions, companies like Hark are helping shape the future of personal intelligence.   Learn more at www.hark.com #AI #AgenticAI #PersonalAI #QualcommVentures

$0 to $1B annualized run rate in just 18 months, Higgsfield AI has achieved what few companies ever do. From $50M ARR last September to $500M mid-year, $700M at the Series B, and now this — the pace is extraordinary. What stands out isn’t just the number. It’s the quality of the growth: - Strong demand from DTC brands and enterprises (enterprise contracts up 10x since June) - 30M+ users worldwide, including 78% Fortune 500s - Commercial advertising driving the majority of platform activity - Cash-flow positive while scaling at this velocity - Making high-quality AI video creation accessible to non-technical teams at unprecedented speed Alex Mashrabov and the team have built something special: an AI-native video platform that is rapidly becoming essential infrastructure for modern marketing and creative workflows. The product velocity, focus on real business outcomes, and operational discipline are rare in this space. Congratulations to the entire Higgsfield AI team. This is one of those rare moments when the trajectory matches the ambition. Excited for what’s next.

The future of computing may be worn, not carried. Advances in AI, sensing, and low-power computing are transforming wearables from passive trackers into intelligent platforms that can better understand context, behavior, and user needs. In our latest blog, Anirvan Chowdhury, shares why we invested in Ultrahuman and why we believe wearable intelligence represents one of the most exciting frontiers in consumer technology. Read the blog: https://ow.ly/khBi50ZRbsA #QualcommVentures #Wearables #AI #ConsumerTechnology #EdgeAI

One observation from a discussion at the Imagination in Action (IIA) Silicon Valley AI Summit has stayed with me: For the last 20 years, software investors looked for scarcity in code. Today, some of the biggest AI moats are found in the physical world. It was a privilege to join Krystal Hu (Reuters), Ulrike Hoffmann-Burchardi (UBS), and Dave B. Blundin (Link Ventures) on the panel "Seeing the Future Through Capital" last week. The full session is now live here: https://lnkd.in/g9R5ZfQh A few themes emerged: • AI is creating companies that reach meaningful scale at a pace we've never seen before. What used to take years can now happen in months. • The industry remains obsessed with models, but increasingly the constraints are compute, power, manufacturing capacity, and access to scarce resources. • The definition of a moat is evolving. Proprietary data, infrastructure access, distribution, and ecosystem position may prove more durable than many of the advantages investors relied on in prior technology cycles. • AI's largest impact may not come from AI itself, but from what it enables across healthcare, life sciences, energy, manufacturing, and every major industry. The most interesting question for investors may no longer be: "Which model will win?" Instead, it may be: "Where will durable value accrue when intelligence becomes abundant?" Thank you to Krystal for expertly moderating the discussion and to Ulrike and Dave for a lively exchange of perspectives across venture, public markets, and corporate venture investing. Thank you to John Werner for thoughtfully organizing the IIA conference that gets the innovators together. #AI #VentureCapital #QualcommVentures #ImaginationInAction

Excited to share Qualcomm Ventures' participation in Ultrahuman's $70M financing round. The future of AI won't be defined by a single device or model, but by a distributed AI network of intelligent devices working together around the user. In that future, health wearables can evolve from trackers into a persistent physiological intelligence layer, giving AI a deeper understanding of the person it serves. That's a big part of what excited us about partnering with Ultrahuman. As AI becomes increasingly personal and ambient, understanding human physiology may become one of the most valuable context layers in the computing stack. Congratulations to Mohit, Vatsal, Bhuvan and the entire Ultrahuman team on this milestone. Excited to partner with them, alongside our fellow investors, as they build the future of health intelligence. Qualcomm Ventures Quinn Li Rama Richard Rishita Alpha Wave Global, Matthew | Labcorp, Sharad | Blume Ventures, Karthik | Nexus Venture Partners, Abhishek https://lnkd.in/dHqXnisN