How Qualcomm could ease the AI hardware crisis
Qualcomm announced a series of AI initiatives, including the Dragonfly data center brand, acquisition of Modular to create an open platform, and a deal with Meta, aiming to disrupt Nvidia's dominance …
Qualcomm announced a series of AI initiatives, including the Dragonfly data center brand, acquisition of Modular to create an open platform, and a deal with Meta, aiming to disrupt Nvidia's dominance …
Qualcomm CEO Cristiano Amon unveiled a five-year plan to challenge Nvidia's dominance in AI chips for data centers, projecting over $15 billion in annual AI component sales by fiscal 2029. The company…
Qualcomm unveiled the Dragonfly platform, a China-specific data center chip designed to comply with US export restrictions while serving a market that generates 46% of its revenue. The platform includ…
Meta and Qualcomm have signed a multi-year deal to consolidate AI chip infrastructure, concentrating control over the digital public square in fewer hands. Qualcomm's new Dragonfly C1000 CPU will powe…
Qualcomm Inc. shares surged after the chipmaker forecast annual sales of more than $15 billion from AI data center components by fiscal 2029, part of a broader $40 billion revenue target for non-hands…
Qualcomm announced a data center strategy that could generate over $1 billion in revenue within a year, including new CPUs, AI accelerators, and networking solutions. The company acquired Alphawave Se…
Qualcomm unveiled High Bandwidth Compute (HBC), a near-memory 3D-stacked accelerator architecture, at its June 24, 2026 Investor Day. The company claims HBC delivers a 6x bandwidth-per-watt increase o…
Qualcomm announced a target to grow data center revenue from $0.3 billion in fiscal 2026 to over $15 billion by fiscal 2029, driven by a multi-generation agreement with Meta and custom silicon deals w…
Qualcomm expanded its partnership with Hugging Face on June 24 to make over 3 million open AI models deployable across its hardware, including Snapdragon, Dragonwing, and Dragonfly platforms. The coll…
Qualcomm acquired Modular to challenge NVIDIA's AI dominance, unveiling a five-year plan to expand into data centers with Dragonfly AI accelerators and CPUs. The acquisition provides an alternative to…
Qualcomm announced Meta as the first named customer for its Dragonfly C1000 data centre chip, set for 2028, and confirmed a $3.9 billion acquisition of AI software startup Modular. The moves signal Qu…
Qualcomm announced new data center solutions at its Investor Day, including the Dragonfly C1000 CPU, HBC, and Dragonfly AI300 inference accelerator, targeting AI inference workloads. The company aims …
Qualcomm announced an agreement to acquire AI infrastructure company Modular Inc. for about $3.9 billion, aiming to strengthen its AI software capabilities with Modular's open, AI-native platform that…
Qualcomm announced an agreement to acquire Modular Inc, an AI-native software platform company, to strengthen its software foundation for generative and agentic AI across data center and edge environm…
Qualcomm announced Snapdragon Reality Elite, a mixed reality chip with 160% NPU performance improvement, and START, a white-label smart glasses toolkit. CEO Cristiano Amon said the company is working …
Qualcomm CEO Cristiano Amon predicts AI agents will replace apps as the primary user interface by 2026, with over 40 new AI device designs in development including smart glasses that could rival smart…
Qualcomm CEO Cristiano Amon announced a shift to 'agent-first' computing, with over 40 device designs including jewelry, camera-equipped earbuds, and smart glasses. The company's Project Solara platfo…
Qualcomm is in talks to acquire AI chip-design company Tenstorrent for $8 billion to $10 billion, according to The Information. The deal would signal Qualcomm's push into the AI data center market as …
Microsoft CEO Satya Nadella announced new AI software and hardware during the Day 2 keynote at Microsoft Build in San Francisco, joined by Nvidia CEO Jensen Huang and Qualcomm CEO Cristiano Amon to di…
Microsoft CEO Satya Nadella announced a strategic shift from traditional operating systems and applications to an agent-first computing model, unveiled alongside Qualcomm's Project Solara chip-to-clou…