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QCOM — Ruslan Averin's Analysis · 1 entries

  1. Qualcomm (QCOM) Jumped on a ByteDance Deal Nobody Saw Coming — Millions of AI Chips
    ·3 min read

    Qualcomm (QCOM) Jumped on a ByteDance Deal Nobody Saw Coming — Millions of AI Chips

    ByteDance is buying millions of Qualcomm AI chips for its data centers — one of Qualcomm's first major ASIC wins in AI infrastructure. The phone-chip company just bought itself a second story.