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.

Why 'time to token' is the new battleground for data centers

The disconnect between the pace of software capabilities and physical constraints of data center infrastructure.

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 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.

Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers

Qualcomm unveils Dragonfly data center AI portfolio and HBC tech, naming Meta and Microsoft as early customers.