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[ARTICLE · art-78912] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

Can Qualcomm secure a 'tiny slice' of the data center pie?

Bernstein managing director Stacy Rasgon and Lopez Research founder Maribel Lopez commented on Qualcomm's position in the AI data center market, with Rasgon suggesting the company could capture a 'tiny slice' of the pie. Qualcomm faces challenges competing against established players like Nvidia in the data center segment.

read1 min views1 publishedJul 29, 2026
Can Qualcomm secure a 'tiny slice' of the data center pie?
Image: Ca (auto-discovered)

Bernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's (QCOM) position in the AI data center landscape.

Bernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's (QCOM) position in the AI data center landscape.

source & further reading
ca.finance.yahoo.com — original article Qualcomm Q3 earnings to highlight AI's impact on smartphone market, data center plans The new AI trade: Visa, Shopify, and more Meta's Mark Zuckerberg goes on the offensive selling AI optimism
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