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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196281 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196241Simply Wall St Tue, October 28, 2025 at 12:16 AM EDT 4 min read In this articlebenhorseman11 AM
196240Qualcomm is entering the AI chip race. It could keep AMD and Nvidia on their toebenhorseman21 AM
196239Remember - ARM sued QCOM for license infractions - and "cancelled" theOptntrdr199918yesterday
196238Qualcomm Unveils New Line of Chips to Join the A.I. Boom - The New York Times shsbfm4yesterday
196237Patrick Moorhead: Qualcomm just made a huge move into the AI infrastructure spacGR8FORM5yesterday
196236Qualcomm’s New AI Rack-Scale Solutions Actually Uses LPDDR Mobile Memory Onboardvoop3yesterday
196235--->> 81M shares Most of those shares were traded in the run up and at thwaitwatchwander2yesterday
196234South Korea's third-quarter GDP grows at fastest pace in over a year, supporsbfm2yesterday
196233Yahoo finance fun fact: day’s range high: 205.55, 52 week range high : 205.55 OGR8FORM2yesterday
196232OT: Once you get to the top tax rate it can't go higher. I suspect once I gwaitwatchwander3yesterday
196231I’ll take 3 NVDA shares for every Q share… that’s fair don’t ya think?manning181yesterday
196230$300/share for Qualcomm? Are you serious? First, I doubt that regulators wmatherandlowell5yesterday
196229And, who wants to take that much capital gain all at one time? Not me.JGoren4yesterday
196228Do you think we could get ca$h?waitwatchwander-yesterday
196227At 160kw per inference server rack, a 200mw deployment of inference servers entawaitwatchwander2yesterday
196226Logically, then, NVDIA should acquire QCOM, to get all the engineering knowledgeRoseCampion14yesterday
196225The irony of the runup today is that Qualcomm Cloud AI100 has been there foreverabcs6yesterday
196224The list is definitely not complete. I know of at least one more stock. ORCL. Foabcs3yesterday
196223Qualcomm Launches AI Chips to Challenge Nvidia’s Dominance Shares in the semiconBill Wolf1yesterday
196222How much power consumption is coming from the CPU vs the NPU vs GPU? I thought voop1yesterday
1962212025 stocks with 1 day Share Price Gains of 8% or more from AI announcements...Jim Mullens6yesterday
196220OpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are tsbfm7yesterday
196219sbfm-yesterday
196218This is very interesting. SIMO also excels in making the flash controller whichElroy2yesterday
196217one more thing about nvidia versus qualcomm. NVDA has one design, not so much lengineer34yesterday
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