Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold

CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients ...

Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...

Qualcomm just nearly doubled its most important growth target, confirming its place as a key AI stock

Can a company still known for smartphone chips really become a force in the data center?

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI ...

Qualcomm to buy startup Modular for $4 billion in AI software push

By Anhata Rooprai June 24 (Reuters) - Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued ...

Qualcomm extends AI infrastructure presence with $3.9B acquisition of Modular

Qualcomm confirms a $3.9B Modular acquisition ahead of Investor Day to boost AI software efficiency, data center reach, and ...
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Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet

Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by ...

How Qualcomm is evolving to grab a piece of the AI data center explosion.

Qualcomm is offering up its own AI accelerator, new memory products, a new CPU, networking capabilities, and full-rack ...
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Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged ...

Qualcomm stock jumps on AI data center push, Meta and Microsoft deals

Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...

Qualcomm to Buy Modular for $3.9 Billion to Help AI Push

Qualcomm Inc. said it is acquiring Modular Inc., for about $3.9 billion in stock, adding artificial intelligence software ...

Qualcomm Is Said to Near Deal for AI Software Firm Modular

Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence infrastructure software company at about $4 billion, according to people familiar with ...