SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.03-3.5%Oct 28 9:30 AM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Wolf who wrote (196223)10/27/2025 5:49:11 PM
From: waitwatchwander2 Recommendations

Recommended By
Dr. John
Lance Bredvold

  Read Replies (1) of 196287
 
At 160kw per inference server rack, a 200mw deployment of inference servers entails 1,250 units being sold in 2026.

How much could that be worth to Qualcomm's top and bottom line?

At $20K per server that's only $25M.

ps I assume the 200mw deployment doesn't include cooling costs. If it does that would cut the units deployed in half.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News