Qualcomm is chasing a massive $40 billion transformation. Meta is already buying in.
CEO Cristiano Amon says the company is moving to become a 'full-stack player,' which includes partnerships with Microsoft, ...
Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...
AI infrastructure spending is broadening beyond model training into inference, edge distribution, and data center ...
Qualcomm is guiding to $5B data-center revenue in FY27 and $15B by 2029, plus lifting non-phone chip revenue to $40B by 2029.
Qualcomm revealed its ambitious data center roadmap at Investor Day, securing a pivotal multi-year agreement with Meta to ...
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Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap
NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ...
Founded by the mind behind the Swift programming language, Modular’s 'write once, run anywhere' stack looks to accelerate ...
The submarine has surfaced, and it's bigger than Wall Street expected ...
Qualcomm is acquiring AI startup Modular to strengthen its data center and AI inference ambitions, enabling developers to run ...
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