qinbafrank|May 06, 2026 01:35
The Wall Street Journal's article about BlackBerry is worth reading. Blcakberry, once considered a 'dead' company, has long abandoned its mobile hardware business and turned to the software field, now achieving profitability for four consecutive quarters (the first time since the era of smartphones). The QNX department has become the main source of revenue for the company, contributing approximately half of the total revenue.
The core business is the QNX operating system: QNX, which was acquired in 2010 to serve the mobile phone business, has now become the company's revival engine. It is a highly reliable real-time operating system, described as "as basic as pipes and wires in a house," and users hardly feel its presence, but it supports critical functions.
Deep application in the automotive field: already installed in 275 million vehicles, mainly used for safety critical systems (rather than entertainment systems), including collision warning, blind spot monitoring, adaptive cruise control, pedestrian detection, lane keeping, etc. BlackBerry is no longer about creating a "beautiful surface", but rather a fundamental software that never fails at the bottom.
And at the end of April, BlackBerry's QNX division recently (April 20, 2026) announced an expansion of cooperation with NVIDIA. The collaboration focuses on security critical edge AI systems, not mobile or consumer grade products, but underlying software platforms for high reliability scenarios such as industrial, medical, and robotics.
Deeply integrate QNX OS for Safety 8.0 (QNX's safety certified real-time operating system) with NVIDIA IGX Thor computing platform and NVIDIA Halos Safety Stack. The combination of the two forms a unified security critical edge AI platform, allowing developers to easily build and produce level security AI systems on NVIDIA hardware.
1) QNX provides a deterministic real-time kernel (microkernel based RTOS) responsible for security control, real-time performance, and functional safety certification.
2) NVIDIA provides accelerated AI computing (including perception, planning, decision-making, and other AI capabilities), coupled with the Halo Safety Stack supporting mixed criticality design.
The application scenarios should also be extended beyond automobiles:
1) Robots: Autonomous Mobile Robots (AMR), Humanoid Robots, etc.
2) Medical: Surgical robots, medical imaging equipment (QNX has served nine of the top ten global medical equipment manufacturers).
3 (Industry: Industrial automation, factory equipment, and other scenarios that require high reliability and real-time response.).
This is not the first collaboration, but an expanded version. By mid-2025, QNX has partnered with NVIDIA in the automotive field: QNX OS for Safety 8.0 is integrated into the NVIDIA DRIVE AGX Thor Development Kit for autonomous driving and automotive safety systems. This expansion is to move the same mature security architecture from the automotive industry to the fields of robotics, healthcare, and industry.
The significance of BB:
QNX has always been BB's "invisible engine" (already used in 275 million cars for safety systems such as collision warning, lane keeping, etc.), and this collaboration further opens up the huge market for Physical AI. It strengthens BB's transformation from a "mobile phone company" to a "security software company", with the goal of making QNX the "invisible security foundation" in AI driven robots/industrial/medical devices.
I see signals of rapid development of critical security platforms from edge AI to physical AI and the possibility of BB dilemma reversal.
Just a personal idea
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