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

To: Wildbiftek who wrote (197619)	2/6/2026 11:23:56 AM
From: METMAN	1 Recommendation Recommended By Dr. John Read Replies (1) \| Respond to of 197645

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

To: Wildbiftek who wrote (197619)	2/6/2026 2:13:09 PM
From: matherandlowell	1 Recommendation Recommended By Dr. John Read Replies (1) \| Respond to of 197645

" This was likely the result of Qualcomm's lobbying against nVidia's acquisition of ARM --the unjustified ARM attempt to block Q's advance both wasted engineering time and lowered customer engagement with Qualcomm's product lines." Is there any suspicion or evidence that nVidia collaborated with ARM in slowing/restraining QCOM's entry into the data center? Are there any circumstances wherein nVidia might be added to the lawsuit?