If a rumor is right, Intel might further downsize its PC investments by letting AMD handle its GPU needs. Qualcomm, meanwhile, is hoping servers will help offset soft mobile growth.
Hillary isn't the only one who seems to favor workers over capital. Trump does, too.
The chip giant's deals with Delphi and BMW are proof it's taking the autonomous driving market seriously. But Nvidia and Qualcomm/NXP present stiff competition.