{"slug": "can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie", "title": "Can Qualcomm secure a 'tiny slice' of the data center pie?", "summary": "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.", "body_md": "Bernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's ([QCOM](https://finance.yahoo.com/quote/QCOM/)) position in the AI data center landscape.\n\nBernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's ([QCOM](https://finance.yahoo.com/quote/QCOM/)) position in the AI data center landscape.", "url": "https://wpnews.pro/news/can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie", "canonical_source": "https://ca.finance.yahoo.com/video/can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie-163320789.html", "published_at": "2026-07-29 16:33:20+00:00", "updated_at": "2026-07-29 16:52:23.036735+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-chips", "ai-infrastructure"], "entities": ["Qualcomm", "Bernstein", "Stacy Rasgon", "Lopez Research", "Maribel Lopez", "Nvidia"], "alternates": {"html": "https://wpnews.pro/news/can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie", "markdown": "https://wpnews.pro/news/can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie.md", "text": "https://wpnews.pro/news/can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie.txt", "jsonld": "https://wpnews.pro/news/can-qualcomm-secure-a-tiny-slice-of-the-data-center-pie.jsonld"}}