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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.03-3.5%Oct 28 9:30 AM EDT
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To: PNUT who wrote (196211)10/27/2025 4:00:43 PM
From: engineer34 Recommendations

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one more thing about nvidia versus qualcomm.

NVDA has one design, not so much low power. IMHO they design like Intel, at the highest power level to get the highest processing speed. they have not spent 30 years designing supoer low power stuff. Just high processing power stuff in big iron cpu centers.

On the other hand, Qualcomm has deisgned the lowest power possible for so many years dictated by smartphone design, so they can make high speed stuff run very low power. Big advantage to them in the power race.

I have said for ayear or two now that the person who comes up with the lowest power datacenter CPU wins. about 60-70% of the cost of a datacenter is the power bill. way more than the cost of hardware. In fact I think that if you can save 30-40% in power, then it is economically worth it to scrap your datacenter cpus and replace them with the lower power stuff.

I read a report alst year that the chat GPT first model took 68,000 KWH to produce. that is leterally a few hundred million in energy costs.

not sure NVIDIA can answer this push by Qualcomm any time soon.
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