Qualcomm Reenters Server CPUs with Nvidia Link
Qualcomm (NASDAQ:QCOM) is back in the server-CPU gameand this time it's leaning on Nvidia (NVDA) for the heavy lifting.
Instead of partnering with Intel (NASDAQ:INTC) or AMD (NASDAQ:AMD) like before, Qualcomm's new chips will talk directly to Nvidia's GPUs using NVLink Fusion. Think of it as plugging into a super-highway: lower latency, massive bandwidth, and a big boost for AI workloads, all while sipping power.
Warning! GuruFocus has detected 5 Warning Signs with QCOM.
Cristiano Amon, Qualcomm's CEO, puts it simply: Connecting our processors to NVIDIA's rack-scale architecture lets us deliver high-performance, energy-efficient computing straight into the data center. And the timing's spot onQualcomm just signed up Saudi AI outfit HUMAIN to build next-gen data centers, so these custom CPUs won't be stuck on paper.
Why does it matter? Slashing the CPU-GPU data bottleneck by up to half could possibly redefine large-scale model training and inferenceand with the AI server market set to top $25 billion by 2027, everyone's watching.
Nvidia's own Grace CPU demonstrated what's possible, but Qualcomm's version could offer even better power efficiency for both hyperscale and edge use cases, though benchmark testing would provide stronger validation. The real proof, though, will be in the benchmarks, partner rollouts and price tags once these chips hit the racks.
This article first appeared on GuruFocus.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
CNBC
an hour ago
- CNBC
Cramer's Lightning Round: Papa John's is a 'wait and see situation'
Joby Aviation: "...Joby is good, and I'm going with it." Arm: "You're in good shape. That's Rene is a partner of Nvidia." Papa John's: "I think it's a wait and see situation with Papa John's. So, I'm not going there yet. I'm not saying yes." Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest The CNBC Investing Club holds shares of Nvidia.
New York Post
an hour ago
- New York Post
Sultan of Brunei in talks to buy NYC's iconic Pierre Hotel: sources
The Sultan of Brunei is in talks to buy New York City's storied Pierre Hotel — where Commerce Secretary Howard Lutnick owns a stunning triplex penthouse apartment, the Post has learned. Hassanal Bolkiah, who is both sultan and prime minister of the tiny kingdom in Southeast Asia, is partnering with Essam Khashoggi, brother of the late Saudi arms dealer Adnan Khashoggi, according to a source close to the situation. Khashoggi is the uncle of the late Washington Post journalist Jamal Khashoggi, who was slaughtered inside the Saudi consulate in Turkey in 2018. 6 The Sultan of Brunei is in talks to buy New York City's storied Pierre Hotel — where Commerce Secretary Howard Lutnick owns a stunning triplex penthouse apartment, the Post has learned. Annie Wermiel/NY Post Advertisement The landmarked hotel at 795 Fifth Ave. overlooking Central Park – which was put on the market last year – has been a favorite of A-listers and titans of industry since it opened its lavish doors in 1930. The sale of the hotel's 189 rooms, retail space and restaurants is complicated and far from a done deal, a source close to the situation told The Post. The sultan is a 'strong contender, but there are others,' the source said. The 41-story limestone-clad building – featuring neo-Georgian architecture modeled after Versailles – also has about 80 co-ops. Advertisement The sale could be for the whole property, which is valued at around $2 billion, the source said. The deal could involve some of the co-ops, or all of them. 'At this point, no one is sure how it will play out, but it is heading into one of those directions,' the source said. The Post reached out to the Brunei prime minister's office, its UN Mission in New York and its embassy in DC for comment. Advertisement 6 The landmarked hotel at 795 Fifth Ave. overlooking Central Park – which was put on the market last year – has been a favorite of A-listers and titans of industry since it opened its lavish doors in 1930. Angel Chevrestt The shareholders own the property and have leased the Pierre to India-based Taj Hotels Resorts and Palaces since 2005. While Lutnick is a shareholder, he is not a member of the board, sources told The Post. Lutnick and his wife, Allison, bought the Pierre penthouse triplex, the building's crown jewel, in 2017 for $44 million — which was $81 million off its original asking price. The 12,000 square-foot skypad first hit the market in 2013 for $125 million. The couple has never lived in the building, according to sources.. Advertisement 6 The sale could be for the whole property, which is valued at around $2 billion, the source said. Real estate broker Newmark Group, led by Doug Harmon, co-head of capital markets for the firm, is advising on the sale of the Pierre, sources told The Post. Harmon recently led the Newmark team that sold the Pierre's neighbor, 800 Fifth Ave., a 33-story luxury apartment building, to the Naftali Group for close to $820 million earlier this year. Harmon's top deals include selling Peter Cooper Stuyvesant Town for $5.45 billion and Starrett City for $905 million. Harmon declined to comment on the Pierre deal. Lutnick was the largest individual Newmark Group shareholder. 6 Hassanal Bolkiah, who is both sultan and prime minister of the tiny kingdom in Southeast Asia, is partnering with Essam Khashoggi, brother of the late Saudi arms dealer Adnan Khashoggi. via REUTERS Newmark, which is now a publicly traded company, is a spin-off of its former parent company, BGC Partners, and a majority of the voting power of BGC Partners is held by Cantor Fitzgerald. Lutnick headed the Wall Street financial services heavyweight for three decades, tragically losing his brother at the World Trade Center during the 9/11 terror attacks. Last month, Lutnick handed over the reins to his children 'who are in positions of learning,' as he serves in the Trump administration, the Wall Street Journal reported. Cantor Fitzgerald did not return requests for comment. Sources told The Post that whoever buys the hotel will determine the fate of the co-op owners, who will have to approve the deal. Advertisement The new owner could shut down the hotel and kick out the co-op owners for a period of time — or forever. 6 Lutnick and his wife, Allison, bought the Pierre penthouse triplex, the building's crown jewel, in 2017 for $44 million — which was $81 million off its original asking price. REUTERS 'It will all be flushed out in the wash. But nothing will happen without the shareholders voting on it,' the source said. If the co-op owners are booted for an extensive renovation, it could be five years before they are back, sources say. Advertisement It took the Chinese-government owned Waldorf Astoria hotel eight long years to renovate. The hotel is finally planning to reopen this September after multiple delays. 'Everybody is scared and no one is talking,' another source said, referring to the co-op owners. However, the insider added that while some owners do not want to leave, the compensation they will receive will be worth it. 'Whatever the disruption will be, it will be worth their while,' the source said. Advertisement The Pierre has always been associated with glamour and sophistication. 6 The shareholders own the property and have leased the Pierre to India-based Taj Hotels Resorts and Palaces since 2005. Christopher Sadowski Coco Chanel stayed here during her first visit to the Big Apple in 1932. Sophia Loren also enjoyed staying at the hotel. Other stars who called the Pierre home included Audrey Hepburn, who celebrated her 1954 Oscar for 'Roman Holiday' at the hotel. In addition, apartment owner Elizabeth Taylor married Eddie Fisher there in 1959. Advertisement Guests over the years have included Barbra Streisand, Joan Collins, Yves Saint Laurent and Karl Lagerfeld. The iconic venue has also been in films like 'Oceans Eight,' where Anne Hathaway's character checks in to get ready for the Met Gala. John Paul Getty, founder of Getty Oil, bought the Pierre in 1938, reportedly calling it his only 'above-ground asset.' He converted part of the hotel into co-ops. Today, its other high profile co-op owners include fashion designer Tory Burch, media heiress Shari Redstone, musician Art Garfunkel and former Disney boss Michael Eisner.
Yahoo
2 hours ago
- Yahoo
KiWear Unveils Smart Ring Input Solution for AI Glasses in Collaboration with Qualcomm at AWE USA 2025
Collaboration addresses interactive solutions for smart glasses as global smart glasses shipments surge 210%i year-over-year LONG BEACH, Calif., June 10, 2025--(BUSINESS WIRE)--KiWear, Inc. today announced a reference design for a smart ring input solution for use with smart glasses and AI glasses during Qualcomm Technologies, Inc.'s opening keynote presentation at AWE USA 2025. The collaboration aims to help OEMs develop interactive solutions for AI smart glass partners. Industry analysts expect 60% year-over-year growth in 2025 and a sustained CAGR of over 60% through 2029. "Qualcomm Technologies is fueling the AI glasses industry with our Snapdragon® XR Platforms. KiWear's smart ring, featuring algorithms co-developed with Qualcomm Technologies, makes an ideal input device for smart glasses and AI glasses," said Ziad Asghar, SVP & GM of XR at Qualcomm Technologies, Inc. "This new reference design represents a step forward in helping OEMs to deliver solutions that enable intuitive and discreet gesture based interaction for the growing category of AI smart glasses. "We are thrilled to build next generation input solutions for both AI and XR together with industry leaders such as Qualcomm," said Chris Shi, Founder and CEO of KiWear, Inc. Leading HCI Innovation KiWear, recognized as a leader in HCI innovations, has developed cutting-edge smart ring technology that enables seamless hand-centric interactions with smart glasses and AI glasses. The company's solutions address fundamental input challenges that have limited widespread smart glasses adoption. Founded in April 2025, KiWear is a Delaware-based company delivering comprehensive HCI solutions for multi-DoF controllers, smart rings, and wearables. The company brings together prominent computer vision scientists, AI/XR integration experts, and hardware/software innovators, with expertise spanning conceptualization to mass production. KiWear has forged collaborations and delivers exclusive solutions to six of the global top 10 consumer electronics leaders. With R&D hubs in Shanghai and Beijing beyond its U.S. headquarters, the company partners with premier technology conglomerates to enable natural HCI solutions for next-generation XR and AI products. Live Demonstrations Conference attendees can experience KiWear's smart ring and watch technologies at the Qualcomm Technologies' booth (Booth 209) during AWE USA, showcasing seamless integration with smart glasses platforms. Snapdragon is a trademark or registered trademark of Qualcomm Incorporated. Snapdragon branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. __________________________ i Source: View source version on Contacts Media Contact:Sally GaoKiWear +86-13918187350 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
