Qualcomm, veri merkezi CPU’sunu tanıttı ve AI girişimi Modular’ı 3,9 milyar dolara satın aldı

102 kaynak
cnbc.com
  • Qualcomm , aracı yapay zeka (agentic AI) iş yükleri için Dragonfly veri merkezi CPU'sunu piyasaya sürdü ve Reuters'e göre yapay zeka yazılım girişimi Modular'ı satın almak için yaklaşık 3,9 milyar dolarlık hisse senedi anlaşmasını doğruladı.
  • Modular'ın platformu, yapay zeka modellerinin işlemci başına yeniden yazma gerektirmeden farklı çip mimarilerinde çalışmasına olanak tanıyor ve Qualcomm'a Nvidia'nın CUDA ekosistemiyle rekabet edebilmesi için satıcıdan bağımsız bir yazılım yığını sağlıyor.
  • Qualcomm ayrıca, Meta ile birlikte kendi veri merkezi CPU'sunu piyasaya süren Arm ve benzer yapay zeka iş yüklerini hedefleyen Xeon 6+ çiplerini tanıtan Intel ile rekabetle karşı karşıya.
Kaynaklar (102)
  1. 1 Qualcomm to Acquire Modular investor.qualcomm.com
  2. 2 Qualcomm to buy startup Modular for $4 billion in AI software push www.reuters.com
  3. 3 Qualcomm to Acquire AI Software Firm Modular in $3.9 Billion Stock ... www.wsj.com
  4. 4 The Agentic CPU: Arm's First Silicon Shot at x86 - BEP Research bepresearch.substack.com
  5. 5 Intel Puts Agentic AI to Work with Xeon 6+, Networking, and ... newsroom.intel.com
  6. 6 Qualcomm: Agentic AI And Dragonfly Data Center Push ... pulse2.com
  7. 7 Qualcomm Launches Dragonfly Data Center Chip Brand aiweekly.co
  8. 8 Qualcomm Stock Soars on Chip Deal With With Unnamed ... www.businessinsider.com
  9. 9 Qualcomm's Datacenter CPU Rumor Comes Just In Time ... wccftech.com
  10. 10 Qualcomm to return to data center market with AI CPUs www.sdxcentral.com
  11. 11 Qualcomm Is Eyeing a Massive AI Pivot. Why Wall Street ... www.barrons.com
  12. 12 Qualcomm nears $4B deal for AI chip startup Modular Inc, ... www.investing.com
  13. 13 Agentic AI Brings New Attention to CPUs in the AI Data ... www.amd.com
  14. 14 Arm jumps 13% in premarket after saying first in-house chip set to generate $15 billion in revenue www.cnbc.com
  15. 15 Qualcomm Is Said to Near Deal for AI Software Firm Modular www.bloomberg.com
  16. 16 Qualcomm wants to be the chip inside whatever replaces ... techcrunch.com
  17. 17 Qualcomm, Meta look to boost on-device AI www.mobileworldlive.com
  18. 18 Qualcomm about to acquire AI infrastructure company ... www.techzine.eu
  19. 19 Qualcomm Unveils AI200 and AI250—Redefining Rack- ... www.qualcomm.com
  20. 20 QCOM Stock Slides Premarket: Qualcomm's Dragonfly AI ... stocktwits.com
  21. 21 Qualcomm Is Said to Near Deal for AI Software Firm ... news.bloomberglaw.com
  22. 22 Qualcomm working on datacenter CPU for hyperscalers www.reddit.com
  23. 23 Introducing Snapdragon C: Designed to Revolutionize ... www.qualcomm.com
  24. 24 Qualcomm nearing deal for AI chip startup Modular, ... www.reuters.com
  25. 25 QCOM Stock Slides Premarket: Qualcomm's Dragonfly AI ... finance.yahoo.com
  26. 26 Qualcomm (QCOM) Nears $4B Acquisition of AI Firm ... www.gurufocus.com
  27. 27 Qualcomm investor day to detail data center plans Wednesday finance.yahoo.com
  28. 28 Qualcomm Shares Gain as Investor Day Hopes and AI Data Center Momentum Lift Sentiment www.quiverquant.com
  29. 29 Qualcomm Investor Day Could Unveil Major AI, Data ... www.benzinga.com
  30. 30 Qualcomm Has Fallen 26% From Its 2026 High. Could ... www.tikr.com
  31. 31 Qualcomm to Outline Next Phase of Growth and ... www.qualcomm.com
  32. 32 Put this on your calendar... Qualcomm Investor Day, June ... www.reddit.com
  33. 33 Qualcomm - Investor Day 2026 investor.qualcomm.com
  34. 34 Investor Day 2026 www.qualcomm.com
  35. 35 Qualcomm Investor Day 2026 (June 24, 2026 | 2:15 PM ET www.reddit.com
  36. 36 Qualcomm on Instagram: "Qualcomm Dragonfly is here. More ... www.instagram.com
  37. 37 This week we introduced @Qualcomm Dragonfly, our new ... x.com
  38. 38 Meta Reports First Quarter 2026 Results investor.atmeta.com
  39. 39 Qualcomm Investor Day 2026 in New York City www.linkedin.com
  40. 40 Qualcomm Inc. said it is acquiring Modular Inc., for about $3.9 billion ... www.facebook.com
  41. 41 Qualcomm Says 2026 Is the 'Year of Agents,' Unveils ... tech.yahoo.com
  42. 42 Qualcomm plans Modular buy with up to 19.2M shares | QCOM 8-K ... www.stocktitan.net
  43. 43 Qualcomm acquires Modular for AI-native software platform gamesbeat.com
  44. 44 Qualcomm Says 2026 Is the 'Year of Agents,' Unveils ... www.marketbeat.com
  45. 45 Qualcomm $QCOM just announced it has agreed to acquire ... www.threads.com
  46. 46 Qualcomm investor day to detail data center plans ... ca.finance.yahoo.com
  47. 47 Anna Davis, CPA, MBA's Post www.linkedin.com
  48. 48 Qualcomm Stock Round-Tripped to $226 on an AI Data ... www.tikr.com
  49. 49 Qualcomm Hosts Investor Day 2026 in New York City www.linkedin.com
  50. 50 Investor Day 2026 | Qualcomm x.com
  51. 51 JPMorgan Highlights Qualcomm Investor Day as Potential ... www.bikehikers.com
  52. 52 Qualcomm's $900B TAM expansion and Other Investor Day ... www.youtube.com
  53. 53 Why Qualcomm Failed to Land Meta as Its Flagship AI Chip ... www.theinformation.com
  54. 54 Qualcomm CEO Sets Tone for 'Year of AI Agents,' Unveils ... www.tradingkey.com
  55. 55 Why Meta Did Not Choose Qualcomm AI Chip? www.utmel.com
  56. 56 Qualcomm Chips To Run Meta's AI on Mobile Devices By ... www.investopedia.com
  57. 57 Meet Qualcomm Dragonfly, our new data center brand. ... x.com
  58. 58 Qualcomm Announces Dragonfly Brand for Data Center ... forums.servethehome.com
  59. 59 Qualcomm Unveils 'Dragonfly' Brand for Data Center Business www.thelec.net
  60. 60 2026 Qualcomm Innovation Fellowship for North America www.qualcomm.com
  61. 61 Qualcomm Introduces Dragonfly for Data Center Products www.linkedin.com
  62. 62 Qualcomm Stock: Chipmaker Enters AI Data Center Market www.investors.com
  63. 63 Qualcomm CEO Teases Deal with Large Hyperscaler www.youtube.com
  64. 64 QCOM Stock Slides Premarket: Qualcomm's Dragonfly AI ... www.tradingview.com
  65. 65 Livestream: Qualcomm Investor Day 2024: IoT and Automotive ... www.youtube.com
  66. 66 $QCOM hits ATH today. Upcoming investor day could bring ... x.com
  67. 67 Qualcomm to launch data center CPUs that link to Nvidia chips www.cnbc.com
  68. 68 Qualcomm's Dragonfly brand details delayed to June 24 www.gate.com
  69. 69 Investor Events investor.qualcomm.com
  70. 70 Qualcomm beats on earnings, highlights growth in Meta smartglasses www.cnbc.com
  71. 71 Loop Capital upgrades this semiconductor stock as key headwinds ease and its strategy diversifies www.cnbc.com
  72. 72 As Agentic AI Reshapes Computing, Could It ... www.forbes.com
  73. 73 This semiconductor play with a solid dividend ‘gets no respect' but could be due for upside www.cnbc.com
  74. 74 Qualcomm AI Products | Intuitive AI Technology www.qualcomm.com
  75. 75 Intel to cut 15% of workforce, reports quarterly guidance miss www.cnbc.com
  76. 76 Tech stocks close out best month since start of Covid pandemic in 2020 www.cnbc.com
  77. 77 Arm's $15 Billion CPU Hinges on Agentic Data Center ... futurumgroup.com
  78. 78 Stocks making the biggest moves midday: Tesla, Qualcomm, Meta, Moderna and more www.cnbc.com
  79. 79 NEW NEW (2024) MICROSOFT SURFACE LAPTOP COPILOT + ... www.instagram.com
  80. 80 Cable management final boss #qualcomm #snapdragon ... - Instagram www.instagram.com
  81. 81 The future of 32-bit Linux - LWN.net lwn.net
  82. 82 Qualcomm's new ultrasonic fingerprint scanner is 1.7x bigger than ... www.facebook.com
  83. 83 Qualcomm ByteDance AI Chip Deal Highlights Expanding ... finance.yahoo.com
  84. 84 Power Up Your Outdoor Adventures: The Anker Solix C1000 Power ... www.pcmag.com
  85. 85 Qualcomm (QCOM) shares skyrocketed after the chipmaker ... www.facebook.com
  86. 86 [PDF] FX Series RFID Fixed Reader Integration Guide (en) www.zebra.com
  87. 87 Qualcomm's 'data center win' with mystery hyperscaler: CFO ... finance.yahoo.com
  88. 88 This Technology is Changing Gaming FOREVER #thunderobot ... www.facebook.com
  89. 89 2026 Hyperscaler AI Buildout: Data Centers, GPUs and the ... windowsforum.com
  90. 90 Qualcomm Puts Smartphone Brains Into Windows Pcs - Scribd www.scribd.com
  91. 91 Qualcomm Computex 2026 Live Coverage www.servethehome.com
  92. 92 Qualcomm ramps up challenge to Intel and AMD with latest AI PC chip www.cnbc.com
  93. 93 Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11% www.cnbc.com
  94. 94 Intel shares jump 9% after buying back Ireland chip fab in sign of renewed strength www.cnbc.com
  95. 95 Arm jumps as new AI chip to drive billions in annual revenue www.reuters.com
  96. 96 AMD forecast sparks AI‑driven rally in US chipmaker stocks www.reuters.com
  97. 97 Exclusive: Nvidia begins Vera CPU sales pitch to Chinese clients, sources say www.reuters.com
  98. 98 InvGate Launches AI Hub for Asset Management, Bringing Automated Lifecycle Intelligence and Proactive IT Visibility to All Tiers www.reuters.com
  99. 99 Breakingviews - Arm's chip adventure is bold bet on AI evolution www.reuters.com
  100. 100 Qualcomm's stock pop shows investors 'waking up' to ... www.cnbc.com
  101. 101 What's happening with qualcomm? Why is no one talking ... www.reddit.com
  102. 102 Qualcomm Investor Day 2026: Growth and AI strategy update www.facebook.com
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