Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More
… A major part of that is the data center. Qualcomm’s FY26 already has data center revenue due to connectivity. …
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… A major part of that is the data center. Qualcomm’s FY26 already has data center revenue due to connectivity. …
… Moving on, here is Intel’s Kevork Kechichian from the company’s data center group. There are a great deal of foundational data center workloads that are running on Intel-based x86 servers. …
… Particularly for the high-margin data center. Less than 10% of Marvell’s revenue 10 years ago was coming from the data center. And so Murphy bet the future of Marvell on data centers and data infrastructure. …
… What does OpenAI need from AMD? “I need more compute more quickly.” “At least he’s consistent.” Katti believes it’s a systems problem at a data center scale. The whole data center will be a system going forward. …