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 ...
Verdict on MSN

Qualcomm strikes Modular deal to boost agentic AI software stack

Modular offers an open, AI-centric software stack designed to support AI workloads across CPUs, NPUs, GPUs and custom ASIC ...

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 ...
SiliconANGLE

The emerging data stack brings opportunities and risk for buyers and sellers

The so-called modern data stack is getting a facelift and perhaps a complete body makeover. As the point of control shifts from the database management system to the governance layer, we cite three ...
Forbes

A Journey Up (And Down) The AI Stack

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. Jul 28, 2024, 07:53am EDT Pancakes with banana. blueberry ...