Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...
Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
AI infrastructure spending is broadening beyond model training into inference, edge distribution, and data center ...
Qualcomm revealed its ambitious data center roadmap at Investor Day, securing a pivotal multi-year agreement with Meta to deploy its advanced technologies.
SAN DIEGO — Qualcomm agreed to acquire AI software startup Modular in an all-stock deal valued at $3.92 billion, the San ...
Nvidia appears to be expanding its efforts in space computing. The world's most valuable company has recently posted a job ...
The news points to AI moving from data centers into factories/warehouses via “physical AI.” ROK is a direct beneficiary of industrial automation spend and autonomous mobile robots, and it’s positioned ...
OXMIQ Labs Inc., a unified GPU and AI architecture company founded by Raja Koduri, today closed its $35 million Series A ...
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same ...
Excitement around AI software and large language models (LLMs) remains high in 2026. However, the real bottleneck and ...
CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.
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