Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...
Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...
“Every data center will need some part of AI capabilities to run workloads like inference, because it's just becoming such a fundamental part of all of this cloud technology,” states Alistair Speirs, ...
Qualcomm unveils Dragonfly data center AI portfolio and HBC tech, naming Meta and Microsoft as early customers.
After years of custom‑built facilities, data center developers are charging into modular construction. The shift is accelerating delivery timelines — and creating a new set of headaches for the teams ...
We are watching a slow-moving trainwreck in the technology sector, and it is happening right in our own backyards. The technology industry has long operated under the assumption that if it built the ...
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