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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196311 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196285According to Gemini, the merger is an amalgamation of Aramco IoT with Humain AI waitwatchwander-yesterday
196284Saudi Aramco to take minority stake in PIF-owned AI firm HUMAIN reuters.com I waitwatchwander2yesterday
196283Thanks engineer for being here. Please no more vacations or absences :-). I got jazzcat20009yesterday
196282It seems like AI 200 is in the same class as base offerings from Nvidia and AMD.waitwatchwander3yesterday
196281Qualcomm mention alongside NVDA and AMD in afternoon CNN article... getting a liMETMAN3yesterday
196280Citigroup maintains Qualcomm QCOM at Neutral and raises the price target from $1GR8FORM3yesterday
196279you are making my point - seems like all the press ends with the downside risk vOptntrdr19991yesterday
196278Optntrdr, re: --- well, lets see how it pans out – Well, a few weeks ago Jim Mullens5yesterday
196277Blinkered, re: how to adjust for 'output'? i.e. TOPS or TB I beliJim Mullens3yesterday
196276Classic wall street - QCOM is the only company that can make the AI chip announcOptntrdr19999yesterday
196275Thanks Jim, anyone know how to adjust for 'output'? i.e. TOPS or TB or?blinkered-yesterday
196274French article - October 28, 2025 << The next generation, the AI250 expecDoug M.9yesterday
196273QHT, re: Inference Data Center Spare- Nvda BOM and Energy (TCO) vs QCOM solutioJim Mullens8yesterday
196272Selling a new device to someone like Vance, instead of someone with an expert unArt Bechhoefer6yesterday
196271Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants? SubstratBill Wolf2yesterday
196270AI250 introduces novel memory architecture Oct 28, 2025 The Qualcomm AI250 staDoug M.4yesterday
196269OT: That's another 1,000+ DGX boxes sold by Jensen. Hardware, install and cwaitwatchwander1yesterday
196268Nvidia takes $1 billion stake in Nokia cnbc.comsbfm1yesterday
196267Is SIMO the only stock you own ?Da Rookie4yesterday
196266This is what is so exciting about entering into this space. Nvidia racks are so QCOM_HYPE_TRAIN9yesterday
196265There are real issues with nVidia's inferencing performance and efficiency iWildbiftek3yesterday
196264I went to CoPilot and got this update. ..... Lots of number crunching which I waitwatchwander1yesterday
196263One excellent quote from CA in that interview; "you train on Nvidia and runPNUT9yesterday
196262WWWander - I asked Chatgpt your question and here is its answer: How does the okech1yesterday
196261Bank of America reiterates Qualcomm as buy Btw - Doesn’t it seem like the stoGR8FORM4yesterday
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