The Hot Take: They just said that iPhone model loss would be off set by datacenter sales. So i guess they'll be hurting for a bit.
Qualcomm has predicted its entry to the datacenter market will yield $15 billion of annual revenue by FY 2029 â huge growth, but also a modest number compared to its more established rivals. The chip design firm dangled the $15 billion figure on Wednesday along with its Q3 results, which included a warning that revenue from its business selling modems to Apple is about to crater. Execs told investors that supply chain constraints mean Qualcomm expects âan acceleration in the step down of Apple product revenuesâ as its contribution to the nextâŚ
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The Hot Take: Interesting, Risc-V shop from rockstar architect Jim Keller.
Jim Keller isn't bothered by Cerebras's recent IPO and says that he welcomes it, but Tenstorrent will still beat them on everything. Tenstorrent CEO, Jim Keller, Signals Deal With Intel or Qualcomm While Promising To Beat Cerebras "on everything" Tenstorrent recently introduced its latest BlackHole Galaxy server, a system with which it can disrupt the entire AI segment, with performance levels that crush the competition. We covered the announcement last month when the company demoed its Blackhole server undercutting a NVIDIA GB300 with up toâŚ
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The Hot Take: Interesting...
Qualcomm has introduced its first-ever CPU designed for Data Centers, the Dragonfly C1000, which leverages the Oryon architecture. Qualcomm Enters The Agentic AI CPU Race With Dragonfly C1000 Chip, Oryon-Based With Over 5 GHz Clocks, Over 250 Cores, & Aims To Achieve Single-Core Leadership One of the biggest announcements by Qualcomm today was its first release of a CPU for the data center segment, called the Dragonfly C1000. This is a chip purpose-built for Agentic AI & General-Purpose workloads, delivering best-in-class powerâŚ
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The Hot Take: Would just consider this verified he joined Intel.
Intel appoints Alex Katouzian to lead client computing and physical AI efforts and confirms Pushkar Ranade as CTO, signaling a deeper shift toward AI-driven and edge computing systems
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The Hot Take: Everyone is joining the ARM SoC Server party! To sad they don't know that Fujitsu has already been ruling that with a Top 500 server running them. Better late than not paid I guess?
Qualcomm is rumored to be preparing a brand new datacenter CPU, which will be just in time to power growing Agentic AI needs. Rumors that Qualcomm's New Datacenter CPU is just a few months away may not sound crazy, given the demand there is for agentic AI There's a rumor going around that Qualcomm is working on its very own "dedicated" Datacenter CPU based on the Arm architecture. Qualcomm making its own Datacenter CPU at some point was expected, but what the new rumor is suggesting is that we could see that chip being announced as early asâŚ
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The Hot Take: Good news for both of them! TSMC needs to be brought into check on 2nm to bring prices down for all of us.
Qualcomm CEO Cristiano Amon has been spotted in Korea meeting with Samsung executives. The trip is all about manufacturing chips on the 2nm process, and there's a chance that Qualcomm will turn to Samsung to fabricate the upcoming Snapdragon 8 Elite Gen 6 SoCs.
Back at CES in January, Amon revealed that Qualcomm was talking to Samsung about this, and it seems like the discussions are still ongoing. If all this pans out and Qualcomm does indeed pick Samsung to fab the next top of the line Snapdragon SoC, it would mark a return to theâŚ
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The Hot Take: With Apple sharing chips between platforms and now this. Seems like hardware consolidation is happening faster.
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure across the mobile supply chain as memory shortages and rising costs reshape industry dynamics.
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The Hot Take: I mean really, WHY do they want us on ARM??
Qualcomm has the stars to align for Windows on Arm. The chip is strong enough, and the software situation is improving, so this could be the point where ARM Windows laptops stop being a niche joke and start going mainstream.
The timing for Snapdragon X2 Elite looks spot on, with a faster chip aimed at the Fruity Cargo Cult Appleâs M5 series and the usual x86 crowd, plus Windows on Arm gaining more native apps.
Developers are starting to treat Qualcommâs top-end SoC like a platform worth bothering with, rather than a science project thatâŚ
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The Hot Take: Nice, maybe they can start competing with Apple SoCs.
A pair of leaked model numbers hints at something major coming from Qualcomm's next generation.
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