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Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
June 24 : Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers."The San Diego-based company, which is the industry leader in smartphone chips, held an investor presentation to showcase its move into suppl
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economictimes.indiatimes.com
AI chip startup: Qualcomm nearing deal for AI chip startup Modular: report - The Economic Times
A global supplier of smartphone chips, Qualcomm has been working to reduce its reliance on the volatile handset market by branching out into fast-growing areas like data…
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forbes.com
Qualcomm Lays Out New Data Center Roadmap For AI; Meta Buys It
Qualcomm revealed its ambitious data center roadmap at Investor Day, securing a pivotal multi-year agreement with Meta to deploy its advanced technologies.
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cryptobriefing.com
Qualcomm acquires Modular to enhance AI capabilities for data center push
Qualcomm acquired AI startup Modular for roughly $4 billion, more than doubling its last valuation, to boost its data center AI software capabilities.
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cnbc.com
Qualcomm inks deal for AI startup Modular to bolster software stack, data center buildout
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
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thenextweb.com
Qualcomm lands Meta as first named customer for its Dragonfly data centre chips
Qualcomm unveiled its Dragonfly C1000 data centre chip with Meta as its first named customer and confirmed its $3.9 billion acquisition of AI startup Modular.
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channelnewsasia.com
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
June 24 : Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers."The San…
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Qualcomm says Microsoft, Meta will use its new AI chips
June 24 : Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers."The San…
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Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
June 24 : Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for…
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aibusiness.com
Qualcomm to Acquire AI Platform Developer Modular
Qualcomm to Acquire AI Platform Developer Modular
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Qualcomm announces AI data center CPU, signs Meta as first major customer
Qualcomm's primary business has been smartphones, which accounted for two-thirds of the company's product revenue in it's most recent quarter.
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Qualcomm secures Meta as customer for new AI data center processor
Qualcomm's Dragonfly C1000 chip lands Meta as a data center customer, but a 2028 ship date and a 7% stock drop signal investor skepticism about the
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morningstar.com
Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs
Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs
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Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5…
Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5 Years
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handelsblatt.com
Künstliche Intelligenz: Qualcomm gewinnt Microsoft und Meta als Kunden für neue KI-Chips
Der US-Konzern versucht seit längerem, in den stark wachsenden Markt für KI-Chips in Rechenzentren einzusteigen. Nun zählen zwei Tech-Schwergewichte zu den Abnehmern der neuen…
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Qualcomm targets $15B in data center revenue by 2029 as investor day maps life beyond mobile
Qualcomm targets $15B in data center revenue by FY29, up from $0.3B today, while its auto pipeline hits $65B. Here's what the numbers actually mean.
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asia.nikkei.com
Qualcomm to design China-specific data center chip to comply with US export controls
CEO says every AI foundational model company in China are customers
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Qualcomm secures Meta as first Big Tech customer for data center chips
Qualcomm announces Meta as first Big Tech customer for its Dragonfly C1000 data center CPU, targeting agentic AI workloads with production starting in 2028.
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Qualcomm stock soars as Wall Street reacts to strong numbers
Qualcomm stock surged over 13% after doubling its non-handset revenue target to $40 billion by fiscal 2029, with $15 billion expected from AI data centers.
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Qualcomm to design China-specific data center chip in line with US export curbs
CEO says new semiconductor will help ease global memory shortage
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Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
June 24 : Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life…