Three weeks ago we called for the rerate on $QCOM because they are building the physical AI & robotics stack that runs the world beyond phones
Today they rolled out new AI datacenter chips to take on $NVDA and $AMD with Ai200 and Ai250 arriving over the next two years.
We will do some market share assessments with $QCOM entering the AI datacenter space. But the reason it is ripping today is simple.
Even 1% share of the expected TAM by 2029 would add around $6 billion in revenue.
Given the inference bend and the expected efficiency of these…
$QCOM IS PRICED LIKE A HANDSET NAME BUT BECOMING AN AI INFRA PLAYER
Qualcomm is ripping after announcing new AI datacenter products & 200MW deployment deal with Humain
The market is starting to realize this is a physical AI & autonomy stack that belongs in the AI infra bucket
$IBM CEO says they’re a major $CRWV customer while still tapping $AMZN AWS, $MSFT Azure & $GOOGL cloud.
IBM wants every cloud to power their AI push.
THE TOP GROWTH PERFORMERS OF 2025
1. $OKLO +541%
2. $IREN +541%
3. $OPEN +398%
4. $MP +354%
5. $CIFR +345%
6. $NBIS +323%
7. $NVTS +294%
8. $QBTS +289%
9. $HOOD +275%
10. $ASTS +249%
11. $PL +237%
12. $EOSE +230%
13. $QS +224%
14. $PGY +213%
15. $ONDS +191%
$INTC just showed the 18A turnaround is real with Panther Lake hitting ~53K OpenCL points which is about a 25% graphics jump over Arrow Lake H.
Intel says CPU performance improves 50% vs Lunar Lake with 40% better efficiency which means this is starting to show up in product…
$IBM is saying the first error corrected quantum computer is coming by 2028 & real customers like HSBC & Vanguard are already getting performance gains from their systems.
$AMD partnership plus Europe’s new Quantum System Two shows this is becoming global infrastructure.
$GS says China’s lithography tech is two decades behind $ASML.
With full control of EUV, ASML is the toll collector every $TSM & $NVDA wafer passes through to build the next wave of AI chips.
