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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: NozRydr who wrote (197634)2/9/2026 12:27:46 PM
From: 60HzEE5 Recommendations

Recommended By
GR8FORM
JeffreyHF
John Hayman
Jon Koplik
manning18

   of 197636
 
Lots of component level opportunities coming.

For example, power distribution inside data centers is moving toward HVDC. 400V-level DC distribution. Solves UPS issues if a battery is part of it. HVDC to multiple switching supplies makes a great deal of sense.

Few sources so far for solid state circuit breakers. ABB seems to be a sole supplier. At least in the 50A to 100A range. Those will be needed for DC circuits. Microsecond operation/fault clearing time minimizes damage.

Liquid cooling assemblage doesn't appear to be an assembler offering. SMCI and DELL rely on another vendor, part of JBL, to do. A plus for Q, since its AI racks come with Q total assembly, including liquid cooling routing, ready to go.
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