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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.87+2.0%3:59 PM EDT

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To: pheilman_ who wrote (196170)10/26/2025 9:41:26 PM
From: waitwatchwander1 Recommendation

Recommended By
Dr. John

   of 196378
 
Yes, HBM3 will always be close to the processing. The memory pools Qualcomm could offer will be low power, more latent and used for storage of models to be fed into GPU/NPU processing memories.

With LLMs cases there are lots of options with the mgt of the necessary parameters, diversity and number of models and the bringing together of appropriate hardware components.

It will be interesting to see the niche Qualcomm has identified.
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