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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 163.32

+2.3%

3:59 PM EST

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kech

To: Jim Mullens who wrote (195848)	10/1/2025 8:19:35 PM
From: voop	1 Recommendation Read Replies (1) of 196720

Jim, Engineer, Wanderer, and CoPilot, Great discussion with lots to unpack. Copilot lists Q association with NVLink as an early adopter advantage but it truly is still pretty new. It was announced at the May 19, 2025 NVDA keynote. So not much time to put that in play. The Humain sovereign win is a hell of a bowling pin, IMHO. I hope it leads to more. I see the NVDA $5 billion INTC investment as much more an offensive move for NVDA than Copilot if INTC hooks to NVLink fast then they can join the move toward accelerated computing vs risking obsolescence. It gives NVDA a quick entry into the existing enterprise x86 CPU domain that may eventually become irrelevant? Can power efficiency of Nuvia overtake what Intel and AMD offer? To that end, I would bet the inexorable rise of accelerating would put CPU based PCIE in a world of hurt vs NVLink. Disclaimer, not swimming in my lane to say the least

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