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•SiTech AI Team
Qualcomm expects data center chips to reach 30% of business as smartphone sales sink
Qualcomm says data center chips could eventually reach 30% of its business as smartphone sales fall about 20% from 2025, with forecasts of around $650 million in Q1 2027 and $15 billion by 2029.
•SiTech AI Team
Super Micro Q1 Revenue Nearly Quadruples To $20B On AI Server Demand
Super Micro posted Q1 net sales of $19.95 billion, up 298% year over year, with diluted EPS of $1.81, and raised its fiscal 2027 sales outlook to $72 billion to $82 billion.