Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
The disconnect between the pace of software capabilities and physical constraints of data center infrastructure.
Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...
SAN DIEGO — Qualcomm agreed to acquire AI software startup Modular in an all-stock deal valued at $3.92 billion, the San ...
Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...
CEO Cristiano Amon says the company is moving to become a 'full-stack player,' which includes partnerships with Microsoft, ...
So says Chris Lattner, co-Founder & CEO of Modular, pitched as the portable alternative to NVIDIA's software stack, designed ...
Joe Capes argues that AI infrastructure success will be defined not by how quickly capacity is built, but by how reliably ...
Qualcomm is acquiring AI startup Modular to strengthen its data center and AI inference ambitions, enabling developers to run ...
Qualcomm unveils Dragonfly data center AI portfolio and HBC tech, naming Meta and Microsoft as early customers.
Qualcomm is guiding to $5B data-center revenue in FY27 and $15B by 2029, plus lifting non-phone chip revenue to $40B by 2029.
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