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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wolf who wrote (196023)10/13/2025 3:38:13 PM
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Bill and QHypeTrain and our SI Q Mod Thread Legal Team,

I hope that the Q Legal Team is keeping a close eye on the recent Open AI spending spree.

NVDIA 10 GW of capacity
AMD 6 GW of capacity
BRCM 10 GW of capacity

Indubitably, there are others between Sovereign, Hyperscalers, and Enterprise adding more. I hope Q barristers are adding it all up.

Should Qualcomm emerge victorious in their legal dispute with ARM to be adjudicated in 2026, the damages section could and dare I say, should, be enormous.

To hamstring the NUVIA acquisition that set the timeline back years has profound implications in denying a substantial revenue stream to Qualcomm.