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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198171 1048 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196227At 160kw per inference server rack, a 200mw deployment of inference servers entawaitwatchwander210/27/2025
196226Logically, then, NVDIA should acquire QCOM, to get all the engineering knowledgeRoseCampion1410/27/2025
196225The irony of the runup today is that Qualcomm Cloud AI100 has been there foreverabcs610/27/2025
196224The list is definitely not complete. I know of at least one more stock. ORCL. Foabcs310/27/2025
196223Qualcomm Launches AI Chips to Challenge Nvidia’s Dominance Shares in the semiconBill Wolf110/27/2025
196222How much power consumption is coming from the CPU vs the NPU vs GPU? I thought voop110/27/2025
1962212025 stocks with 1 day Share Price Gains of 8% or more from AI announcements...Jim Mullens610/27/2025
196220OpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are tsbfm710/27/2025
196219sbfm-10/27/2025
196218This is very interesting. SIMO also excels in making the flash controller whichElroy210/27/2025
196217one more thing about nvidia versus qualcomm. NVDA has one design, not so much lengineer3410/27/2025
196216Re: AMD MI355X 288 GB Nvidia GB300 279 GB In 2026, NVidia will have Rubin and Joe NYC210/27/2025
196215So much for placing stock price future moves on insider selling and their reasonsouthtech1510/27/2025
196214Qualcomm Debuts AI Data-Center Chips, Stock Rockets 20% In Biggest Surge Since 2E_K_S210/27/2025
196213QCOM AI/Data center link functioning. qualcomm.comGR8FORM110/27/2025
196212QCOM To Take On AMD, Nvidia With New Data Center AI Chips Qualcomm said the new GR8FORM510/27/2025
196211Yes, with AI data centers procuring dedicated nuclear power plants to run their PNUT610/27/2025
196210Silicon, Not sure - wondered if it was sponsored by Q, myself. Thought as wellMETMAN110/27/2025
196209METMAN - This is a great paper.... Wondering whether this is an independent stuSilcon Observer210/27/2025
196208alot less power on moving bits for sure.engineer310/27/2025
196207WaitWW ... thanks! regards, metmanMETMAN110/27/2025
196206Scalable and Programmable Neural Network Inference Accelerator Based on In-Memowaitwatchwander510/27/2025
196205Here's a recent paper/study (10/22/2025) published just a week ago on the efMETMAN510/27/2025
196204Breakout from trading range was another additive here too.waitwatchwander110/27/2025
196203Near memory computing ... Is this like treating a memory pool like a huge cachewaitwatchwander110/27/2025
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