semiconductor / news / / San Diego Union-Tribune
Apple and Qualcomm were together exclusively for almost a decade.
Apple will stop using Qualcomm chips in all its devices within 12 months, ending a major revenue stream.
KEY POINTS
- Qualcomm's only operational AI data center is in Saudi Arabia, and its AI100 racks are already outdated.
- The company's new AI200 rack provides 768GB memory per card—triple Nvidia's—but memory costs are surging.
- Qualcomm's two previous data center ventures, including the $1.4 billion Nuvia acquisition, ultimately failed.
- Qualcomm executives hinted at an imminent large-scale data center partnership, with details due June 24.
COMPANIES
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