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.

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. 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.