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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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197002 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196778Thanks Jim - very helpful in answering my question!kech-November 30
196777Ketch- Copilot re NVDAs software stack v QCOMs .................................Jim Mullens8November 30
196776When people talk about Nvidia they also get around to emphasizing cuda and the &kech2November 30
196775From the court in QCOM v. ARM: Still getting through the documents. A few thingsQCOM_HYPE_TRAIN19November 30
196774Leapmotor B10 review: one of the worst cars on sale? Not quite – but the qualitwaitwatchwander-November 29
196773Nvidia Jetson AGX Thor Development SDK got released in August. Interesting commwaitwatchwander1November 29
196772US12340859B2 - Hybrid memory system with increased bandwidth - Google Patents waitwatchwander2November 28
196771How Qualcomm Can Compete With Nvidia For Datacenter AI Inference share.google waitwatchwander9November 27
196770Qualcomm Advantage Network: qualcomm.com (Member Offerings is extensive)waitwatchwander1November 27
196769Alphawave IP Group’s Acquisition by Qualcomm Subsidiary Clears Regulatory Hurdlebenhorseman7November 27
196768Happy Thanksgiving to everyone here..Travel Safemanning189November 27
19676735341924 has a lot in common with : 3.1415926535Jon Koplik3November 26
196766OT: Encharge AI is another of the many private firms on it's early role of gwaitwatchwander-November 26
196765Encharge (Princeton) has similar tech. Recently raised $100M. Rosenberg ended waitwatchwander-November 26
196764The chip mentioned previously with ReRAM has only one pin marked as Analog Inputwaitwatchwander1November 26
196763Qualcomm and ReRAM Technology: share.google qualcomm.comwaitwatchwander-November 26
196762Grok says it's another click-bait AI generated video. Not saying the chip tejazzlover29November 26
196761Message 35341924 Any opinions?alanrs-November 26
196760they said they would update the DC and other business lines after Alphawave closOptntrdr1999-November 26
196759re- Data Center presentation....................................................Jim Mullens-November 26
196758QHT, my recollection- last earnings CC.Jim Mullens1November 25
196757Where was it announce that there was a DC update in Jan? I missed that.QCOM_HYPE_TRAIN-November 25
196756I dont think we have the real landscape here yet - other than - we seem to be moOptntrdr1999-November 25
196755Could be Google leveraging lower pricing from NVDA, like Samsung often does to QJeffreyHF1November 25
196754Their use of expensive and scarce HBM will hurt cost and limit availability / scWildbiftek6November 25
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