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 ...

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 ...

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.
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Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up

So says Chris Lattner, co-Founder & CEO of Modular, pitched as the portable alternative to NVIDIA's software stack, designed ...

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 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.