Qualcomm is shifting focus to AI inference, a growing segment of AI computing, by leveraging its expertise in energy-efficient chip design originally developed for smartphones. The company has introduced AI200 and AI250 server systems optimized for inference, offering higher memory capacity and lower power use than competitors. Qualcomm secured a $1 billion contract with Saudi Arabia's HUMAIN AI initiative for a 200 MW deployment, signaling strong market interest. While Qualcomm's data center revenue is currently small, its expansion into server CPUs and custom silicon through acquisitions positions it to capture a significant share of the AI infrastructure market, which is expected to grow rapidly due to rising demand for power-efficient AI solutions.
Getac has expanded its ZX80 series with two new 8-inch rugged tablets, the ZX80W and ZX80W-EX, running Windows 11 on energy-efficient ARM architecture. These fanless devices offer long battery life and powerful AI edge computing capabilities, suitabl...
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
Qualcomm's stock experienced a sharp drop after NVIDIA's AI chip launch and Microsoft easing hardware exclusivity, but fundamentals remain strong with record automotive revenue and steady IoT growth. The company aims for a $300.25 price target within...
This week, investors are focused on the May U.S. nonfarm payrolls report expected to show 93,000 jobs added and steady unemployment at 4.3%. Key earnings from Broadcom, CrowdStrike, and others will provide insights into AI infrastructure spending. Ma...
