| | | Optntrdr, re: --- well, lets see how it pans out –
Well, a few weeks ago Haas “planted the seeds” with >>>>
Arm Holdings CEO _ Haas- : move AI workloads from cloud to reduce power
Sbfm wrote >>>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
>>>>>>>>
To which I suggested the ball was in CA court to keep the QCOM inference DC initiative alive / moving forward.
Yesterday CA did just that – moved the ball forward with the QCOM / Humain PR . The inference data “seed” has been planted and now must be nurtured.
QCOM is being officially recognized as a new player in the AI data center (inference) market.
Of note : the WSJ (which seldom covers QCOM / & mostly negatively when it does) had 2 positive articles today, one , the leading article on the Business section front page.
Article 1: “Qualcomm Stock Surges on AI Chip Launch”
- Section: Business & Technology
- Date: October 28, 2025
- Focus: Qualcomm unveiled its AI200 and AI250 chips targeting rack-scale inference in data centers.
- Market Reaction: Stock jumped 20% intraday, driven by investor enthusiasm for Qualcomm’s pivot from mobile to infrastructure AI.
- Strategic Edge: Qualcomm emphasized low power, high memory bandwidth, and total cost of ownership (TCO) advantages over GPU incumbents.
?? Article 2: “Heard on the Street: Qualcomm’s AI Bet Is a Long Game”
- Section: Heard on the Street
- Date: October 28, 2025
- Focus: Commentary on Qualcomm’s acquisition of Alphawave IP for $2.4B and its broader AI infrastructure ambitions.
- Key Insight: Qualcomm is building a full-stack solution—from edge inference to rack-scale compute and interconnect IP.
- Skepticism: Column notes that while Qualcomm’s retrofit economics are compelling, execution risk and competition from Nvidia, AMD, and hyperscalers remain high.
- Quote: “Qualcomm’s chips may be cheaper and more efficient, but it will take time to convince data center operators to switch horses midstream.”
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