SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.80-1.2%3:19 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Optntrdr1999 who wrote (196276)10/28/2025 6:05:40 PM
From: Jim Mullens5 Recommendations

Recommended By
Dr. John
GR8FORM
JeffreyHF
Ken Carrillo
matherandlowell

  Read Replies (1) of 196304
 
Optntrdr, re: --- well, lets see how it pans out –

Well, a few weeks ago Haas “planted the seeds” with >>>>

Arm Holdings CEO _ Haas- : move AI workloads from cloud to reduce power

Sbfm wrote >>>QCOM has been talking about - and developing its chips for - AI at the edge for years. Eventually, Haas' comments will begin to filter through to the analysts and someone figures out that Snapdragon's will power that move

>>>>>>>>

To which I suggested the ball was in CA court to keep the QCOM inference DC initiative alive / moving forward.

Yesterday CA did just that – moved the ball forward with the QCOM / Humain PR . The inference data “seed” has been planted and now must be nurtured.

QCOM is being officially recognized as a new player in the AI data center (inference) market.

Of note : the WSJ (which seldom covers QCOM / & mostly negatively when it does) had 2 positive articles today, one , the leading article on the Business section front page.

Article 1: “Qualcomm Stock Surges on AI Chip Launch”

  • Section: Business & Technology
  • Date: October 28, 2025
  • Focus: Qualcomm unveiled its AI200 and AI250 chips targeting rack-scale inference in data centers.
  • Market Reaction: Stock jumped 20% intraday, driven by investor enthusiasm for Qualcomm’s pivot from mobile to infrastructure AI.
  • Strategic Edge: Qualcomm emphasized low power, high memory bandwidth, and total cost of ownership (TCO) advantages over GPU incumbents.
?? Article 2: “Heard on the Street: Qualcomm’s AI Bet Is a Long Game”

  • Section: Heard on the Street
  • Date: October 28, 2025
  • Focus: Commentary on Qualcomm’s acquisition of Alphawave IP for $2.4B and its broader AI infrastructure ambitions.
  • Key Insight: Qualcomm is building a full-stack solution—from edge inference to rack-scale compute and interconnect IP.
  • Skepticism: Column notes that while Qualcomm’s retrofit economics are compelling, execution risk and competition from Nvidia, AMD, and hyperscalers remain high.
  • Quote: “Qualcomm’s chips may be cheaper and more efficient, but it will take time to convince data center operators to switch horses midstream.”
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News