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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%Nov 14 3:59 PM EST

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To: Bill Wolf who wrote (196023)10/13/2025 3:38:13 PM
From: voop16 Recommendations   of 196656
 
Bill and QHypeTrain and our SI Q Mod Thread Legal Team,

I hope that the Q Legal Team is keeping a close eye on the recent Open AI spending spree.

NVDIA 10 GW of capacity
AMD 6 GW of capacity
BRCM 10 GW of capacity

Indubitably, there are others between Sovereign, Hyperscalers, and Enterprise adding more. I hope Q barristers are adding it all up.

Should Qualcomm emerge victorious in their legal dispute with ARM to be adjudicated in 2026, the damages section could and dare I say, should, be enormous.

To hamstring the NUVIA acquisition that set the timeline back years has profound implications in denying a substantial revenue stream to Qualcomm.
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