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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.30-0.5%3:59 PM EST
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To: waitwatchwander who wrote (195588)9/11/2025 9:56:52 AM
From: QCOM_HYPE_TRAIN7 Recommendations

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Yeah, the thing that got me was they were spamming AI over and over about CPU features for example:

"Thanks to Arm C1-Ultra with SME2 integration and architectural efficiencies, Arm Lumex CSS introduces 5x the AI performance uplift within the same power budget as previous generations, empowering developers to deploy larger, more responsive models without sacrificing battery life."

If you're doing AI inference on your CPU you've already lost. I know this is marketing material (and it seemingly worked looking at their stock -- ignoring there are only 170M tradeable shares) but anyone with an ounce of technology knows no one is going to be doing inference on their CPU. Hopefully Arm keeps driving towards the edge and shoving money into CPU features for AI.
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