Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。
Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to […]