cd/entity/Qualcomm· home entities Qualcomm
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Qualcomm

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03:20
2026-06-13
letsdatascience.com
artificial-intelligence

Agentic AI Expands Server CPU Market Opportunity

Bank of America raised its global server CPU market forecast to over $170 billion by 2030, citing agentic AI as the primary demand driver. The revision triggered a semiconductor rally on June 11, with…

18:56
2026-06-12
letsdatascience.com
ai-chips

Amazon Considers Qualcomm AI200 Chips for AWS

Qualcomm is reportedly deepening ties with Amazon Web Services around its AI200 accelerator, which supports up to 768GB of memory per chip and is slated for a 2026 rollout, according to a Wells Fargo …

12:00
2026-06-06
spectrum.ieee.org
ai-chips

Nvidia’s AI Hardware Comes to Windows in RTX Spark PCs

At Computex 2026 in Taipei, Nvidia announced RTX Spark, a version of its Blackwell GB10 superchip for Windows PCs, with Microsoft, Asus, Dell, Lenovo, HP, and MSI unveiling new devices powered by the …

23:52
2026-06-04
letsdatascience.com
ai-products

Microsoft drops Copilot+ branding for Surface Laptop Ultra

Microsoft dropped the Copilot+ PC branding during the June 2026 unveiling of the Surface Laptop Ultra, instead highlighting RTX Spark and local AI compute powered by NVIDIA. The omission marks a shift…

10:00
2026-06-03
stratechery.com
artificial-intelligence

The Nvidia AI PC, Project Solara, Microsoft AI

Nvidia unveiled the RTX Spark superchip, a new PC processor developed with Microsoft, during a keynote at Taiwan's Computex conference on Monday. The chip, which features up to 20 Arm CPU cores and 12…

08:05
2026-06-03
gizmodo.com
artificial-intelligence

Two Years After Copilot+, Nvidia Is Shoving AI Into PCs Again

Nvidia and Microsoft announced a new line of ARM-based RTX Spark PCs in 2026, marking another push to integrate AI into personal computing two years after the underwhelming launch of Copilot+ PCs. The…

22:21
2026-06-02
letsdatascience.com
ai-products

Microsoft unveils Project Solara agent-first device platform

At Build 2026 in San Francisco, Microsoft unveiled Project Solara, a family of prototype agent-first devices designed to run cloud-connected AI agents instead of traditional apps, including a desk-sty…

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