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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 138.87+1.1%Feb 9 3:59 PM EST
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To: Wildbiftek who wrote (197619)2/6/2026 11:23:56 AM
From: METMAN1 Recommendation

Recommended By
Dr. John

  Read Replies (1) of 197636
 
I still think Qualcomm holds the cards in edge / IoT and (ultimately) data-center inference and they've made the right investments and design decisions here.

Wildbiftek,

any thoughts on nVidia buying GROK with the intent of integrating it into their products? (see quote from link below)

cnbc.com

In an email to employees that was obtained by CNBC, Nvidia CEO Jensen Huang said the agreement will expand Nvidia’s capabilities.

“We plan to integrate Groq’s low-latency processors into the NVIDIA AI factory architecture, extending the platform to serve an even broader range of AI inference and real-time workloads,” Huang wrote.

Or are we talking apples to oranges here and Qualcomm is addressing some other part of the AI applications? Thanks for any insights. With this industry changing so fast, I think we are all interested to know that Q's efforts don't get left behind.

regards,

metman
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