Qualcomm inks deal for AI startup Modular to bolster software stack, data center build-out

Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.

Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU challenge NVIDIA in AI inference.

Qualcomm CFO talks Modular acquisition's significance for AI data centers

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.

Qualcomm showed up late to the data center game, but came ready to play

Qualcomm aims to diversify beyond smartphones, targeting non-smartphone chips to be one-third of sales by 2029.

Qualcomm Lays Out New Data Center Roadmap For AI; Meta Buys It

Qualcomm revealed its ambitious data center roadmap at Investor Day, securing a pivotal multi-year agreement with Meta to deploy its advanced technologies.

Qualcomm wants $15B from data centres as phone-chip era shifts

Qualcomm is guiding to $5B data-center revenue in FY27 and $15B by 2029, plus lifting non-phone chip revenue to $40B by 2029.

The Race to Rethink Data Centers for AI’s Power Surge

With energy demand already straining infrastructure, AI players are reimagining the data center from the ground up.

Qualcomm stock jumps on AI data center push, Meta and Microsoft deals

Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...