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Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU challenge NVIDIA in AI inference.

Raccontata daeconomictimes.indiatimes.comthenextweb.comforbes.comdatacenterdynamics.comchannelnewsasia.comcryptobriefing.comcnbc.comaibusiness.commorningstar.comtheregister.comasia.nikkei.com

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6 prospettive sulla stessa storia
AI · summaries
forbes.comStai leggendo1 g fa

Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU challenge NVIDIA in AI inference.

originale

Timeline cronologica

  1. martedì 23 giugno 2026·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…

  2. martedì 23 giugno 2026·thenextweb.com

    Qualcomm Modular deal nears at $4bn to rival Nvidia

    The Qualcomm Modular deal would value the AI-infrastructure software startup at about $4bn, as the chipmaker builds out a challenge to Nvidia.

the-decoder.com
14 h fa

Qualcomm enters the data center market with its own processor

Qualcomm is pushing further into the data center market with a new processor called the Dragonfly C1000.

Leggi questa versione → originale
neowin.net12 h fa

Qualcomm takes on NVIDIA with new Dragonfly CPU and AI chips

Qualcomm's Dragonfly AI300 promises 4x-8x better performance-per-watt compared to existing GPU-based architectures for AI workloads.

Leggi questa versione → originale
morningstar.com1 g fa

Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly…

Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio

Leggi questa versione → originale
cnbc.com1 g fa

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.

Leggi questa versione → originale
channelnewsasia.com1 g fa

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 AI data center chips.Analysts expect…

Leggi questa versione → originale
  • mercoledì 24 giugno 2026·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.

  • mercoledì 24 giugno 2026·datacenterdynamics.com

    Qualcomm unveils three new data center solutions including Qualcomm Dragonfly C1000 CPU, set to be deployed by Meta

    Company also debuted the Qualcomm High Bandwidth Compute and the Qualcomm Dragonfly AI300 inference accelerator

  • mercoledì 24 giugno 2026·channelnewsasia.com

    Qualcomm to buy AI startup Modular for $4 billion in AI software push

    June 24 : Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips…

  • mercoledì 24 giugno 2026·channelnewsasia.com

    Qualcomm to buy startup Modular for $4 billion in AI software push

    June 24 : Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips…

  • mercoledì 24 giugno 2026·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.

  • mercoledì 24 giugno 2026·economictimes.indiatimes.com

    Qualcomm to buy AI startup Modular for $4 billion in AI software push - The Economic Times

    Qualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabilities for running AI models across…

  • mercoledì 24 giugno 2026·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.

  • mercoledì 24 giugno 2026·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.

  • mercoledì 24 giugno 2026·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…

  • mercoledì 24 giugno 2026·channelnewsasia.com

    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…

  • mercoledì 24 giugno 2026·aibusiness.com

    Qualcomm to Acquire AI Platform Developer Modular

    Qualcomm to Acquire AI Platform Developer Modular

  • mercoledì 24 giugno 2026·cnbc.com

    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.

  • mercoledì 24 giugno 2026·cryptobriefing.com

    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

  • mercoledì 24 giugno 2026·morningstar.com

    Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio

    Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio

  • mercoledì 24 giugno 2026·morningstar.com

    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

  • mercoledì 24 giugno 2026·theregister.com

    Qualcomm claims it's not too late for Dragonfly to land in datacenters

    Oh, Snap(dragon): DC chief says the mobile-chip giant sees bit barns as its next growth market

  • mercoledì 24 giugno 2026·cryptobriefing.com

    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.

  • mercoledì 24 giugno 2026·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