Browsing Tag
Qualcomm Incorporated
20 posts
Tejas Networks bets on 6G sensing with Qualcomm as Rs 4,277cr debt tests growth ambitions
Tejas Networks and Qualcomm have demonstrated integrated sensing and communications technology using 5G infrastructure, offering an early view of how future 6G networks could detect drones, vehicles and environmental activity. The collaboration strengthens Tejas Networks' position in next-generation telecom development, although its â‚ą202 crore quarterly loss, substantial debt and uncertain commercialisation timeline present a more immediate financial challenge.
Qualcomm shares jump as Amazon custom silicon pact validates data-centre push
Qualcomm and Amazon are entering a multi-generation AI data-centre silicon relationship accompanied by a warrant for up to 25 million Qualcomm shares, with vesting tied to commercial arrangements and purchases reaching as much as $60 billion rather than a guaranteed $60 billion order.
Qualcomm expands AI data-center push through multi-generation Amazon collaboration
Qualcomm’s multi-generation Amazon collaboration gives its data-center strategy a major hyperscaler endorsement, but the widely cited $60 billion figure is a warrant-linked ceiling rather than disclosed guaranteed revenue.
Qualcomm’s $3.1bn Modular deal puts AI software at centre of data centre push
Qualcomm’s $3.1 billion Modular deal adds the AI software layer needed for data centres, but openness, developer adoption and falling $QCOM remain key tests.
Micron (NASDAQ: MU) revenue quadruples to $41.5bn as AI memory shortage drives record margins
Micron revenue quadrupled to $41.46 billion as AI memory demand drove record margins and $100 billion in contracts. Read what comes next for $MU now.
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
Qualcomm’s $3.9bn bet on Modular could decide its future beyond smartphones
Qualcomm is acquiring Modular in an all-stock transaction that could issue up to 19.2 million shares. The deal targets the software gap between Qualcomm’s expanding AI hardware portfolio and the developers, enterprises and hyperscalers needed to turn that technology into a scalable data center business.
QCOM stock surges as Qualcomm unveils Dragonfly C1000 and Meta data center deal
Qualcomm Incorporated NASDAQ QCOM doubles 2029 non-handset revenue target to $40B as Dragonfly silicon, Meta deal and Modular buy reshape its story. Read more.
Could Skyworks’ Qorvo debt exchange clear a key path for the chip deal?
Find out how Skyworks’ Qorvo debt exchange could affect SWKS stock, merger risk and semiconductor consolidation strategy today!
Qualcomm was known for smartphones. ByteDance may just have changed that story
Qualcomm’s reported ByteDance AI chip deal could reshape custom silicon demand. Read why the QCOM move matters now.