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

QCOM 170.58

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12:01 PM EST

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To: sbfm who wrote (196066)	10/16/2025 1:04:06 PM
From: Jim Mullens	1 Recommendation Recommended By sbfm Read Replies (1) of 196571

Sbfm , Haas planted the seed ........................................................................................ Re- Arm Holdings CEO _ Haas- : move AI workloads from cloud to reduce power 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 >>>>>>>>>>> Interestingly, Haas is promoting QCOM’s high efficiency / low power case for QCOM SoCs case for inference at the Edge, but he did not suggest performing inference within the data center. (where QCOM is also developing a solution) 1. " *Over time, he suggested, a large number of multi-gigawatt data centers won't be sustainable.* 2- "One is low power, the lowest power solution you can get in the cloud. Arm really contributes there. But I think even more specifically is moving those AI workloads away from the cloud to local applications." This is exactly the point of my recent posts. QCOM is developing solutions to do exactly that- drastically low-power solutions / drastically lower TOC ( cost savings) for inference within the data center- new builds and retrofitting the existing 11,800 data centers, averaging 500 racks per DC (each rack requiring 16 Cloud AI 100/200 accelerators and 2 Oryon CPUs - $220k QCOM revenue per rack). Again, over a decade the TCO saved is $300K, and thats $80K in net savings--- more than the original $220K cost. >>>>>>>>>>>> Haas planted the seed for CA to expand upon this in QCOMs upcoming earnings CC. Will CA have the foresight to follow thru ??? + Broadcom’s stock popped 10% on their Open AI announcement - only $30B ('26- '29) + QCOM SP move on $1.298 Trillion revenue (DC retrofit only) over 10 years ??????? CA- the balls in your court !!! lets get this stock moving up where it belongs .

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