Qualcomm에 대한 매도 수량은 투자자에게 Qualcomm의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Qualcomm (NASDAQ:QCOM) 주식, 공매도 수량 보고

QUALCOMM INC

Qualcomm

Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.

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도널드 트럼프 행정부의 AI 반도체 거래와 중동 국가들과의 협정에 대한 비판이 고조되는 가운데, 데이비드 색스와 샘 올트먼은 이러한 중동 파트너십을 중국에 대한 전략적 승리라고 주장했다.

데이비드 색스 &#34;트럼프의 중동 AI 전략은 중국에 대한 강력한 대응책&#34; 칭찬···샘 올트먼도 지지

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미국과 중국은 관세를 115%포인트 인하하여 대중국 관세를 30%로 낮춤으로써 무역전쟁을 완화하기로 합의했다.이러한 발표는 S&amp;P 500 지수가 2025년 3월 초 수준으로 회복하고 도널드 트럼프 대통령의 &#39;해방의 날&#39; 관세 충격으로 인한 손실로부터 회복하는 등 광범위한 주식 랠리를 촉발시켰다.

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지난 4월 도널드 트럼프 대통령이 중국산 제품에 대한 전면적인 상호 관세를 제안한 이후 아시아에서 처음으로 열리는 주요 기술 연례 박람회인 컴퓨텍스에는 1,400개 전시업체와 업계 최고 경영진이 참가할 것으로 예상된다.

젠슨 황, &#39;컴퓨텍스 2025&#39;에서 대만 기업과 AI 파트너십 강조할 것

Qualcomm Inc

Qualcomm (QCOM) is currently in the 9th Phase of its ongoing 18-Phase Adhishthana Cycle, and the structure suggests more upside could be in store, if the right levels hold. Here&#8217;s a breakdown of its unique multi-timeframe setup using the Adhishthana Principles.
<h3 class="wp-block-heading">Qualcomm Weekly Chart Breakdown</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="690" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29090258/Qualcomm-Phase-9-Adhishthana-.png" alt="Fig.1 Qualcomm Weekly Chart with Adhishthana Phases (Source: Adhishthana.com)" class="wp-image-13583" style="width:715px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29090258/Qualcomm-Phase-9-Adhishthana-.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29090258/Qualcomm-Phase-9-Adhishthana--300x173.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29090258/Qualcomm-Phase-9-Adhishthana--1024x589.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29090258/Qualcomm-Phase-9-Adhishthana--768x442.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig.1 Qualcomm Weekly Chart with Adhishthana Phases (Source: Adhishthana.com)</figcaption></figure>
According to the Adhishthana Principles, our proprietary cyclical framework blending quantitative signals with behavioral archetypes; Qualcomm's weekly chart is showing signs of a setup for a Supreme Move.
Phase 9 typically marks the breakout from the consolidation pattern built during Phases 4 to 8. So far, Qualcomm has remained range-bound within this zone. However, it is respecting the lower end of the consolidation zone or the Cakra, signaling a breakout sometime in Phase 9, triggering a strong upside continuation.
Here's how the previous phases have aligned:
Phase 2 – The Rally of Buddhi:
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="825" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085536/Qualcomm-Adhishthana-Phase-2.png" alt="Fig. 2 Qualcomm Adhishthana Phase 2 (Source: Adhishthana.com)" class="wp-image-13579" style="width:604px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085536/Qualcomm-Adhishthana-Phase-2.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085536/Qualcomm-Adhishthana-Phase-2-300x206.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085536/Qualcomm-Adhishthana-Phase-2-1024x704.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085536/Qualcomm-Adhishthana-Phase-2-768x528.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig. 2 Qualcomm Adhishthana Phase 2 (Source: Adhishthana.com)</figcaption></figure>
Qualcomm traded sideways for 37 bars before launching a rally of ~110%, in line with Adhishthana expectations. 
Phase 6 – Discovery of Nirvana:
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1104" height="644" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085721/Qualcomm-Adhishthana-Phase-6.png" alt="Fig. 3 Qualcomm Adhishthana Phase 6 (Source: Adhishthana.com)" class="wp-image-13580" style="width:573px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085721/Qualcomm-Adhishthana-Phase-6.png 1104w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085721/Qualcomm-Adhishthana-Phase-6-300x175.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085721/Qualcomm-Adhishthana-Phase-6-1024x597.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085721/Qualcomm-Adhishthana-Phase-6-768x448.png 768w" sizes="(max-width: 1104px) 100vw, 1104px" /><figcaption class="wp-element-caption">Fig. 3 Qualcomm Adhishthana Phase 6 (Source: Adhishthana.com)</figcaption></figure>
The Nirvana Level was established at $117.22, this will act as a key valuation anchor for all subsequent corrections in this cycle. 
Phase 7 – The Fall of Artha and Artharthi:
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="782" height="616" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085824/Qualcom-Adhishthana-Phase-7.png" alt="Fig. 4 Qualcomm Adhishthana Phase 7 (Source: Adhishthana.com)" class="wp-image-13581" style="width:447px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085824/Qualcom-Adhishthana-Phase-7.png 782w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085824/Qualcom-Adhishthana-Phase-7-300x236.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085824/Qualcom-Adhishthana-Phase-7-768x605.png 768w" sizes="(max-width: 782px) 100vw, 782px" /><figcaption class="wp-element-caption">Fig. 4 Qualcomm Adhishthana Phase 7 (Source: Adhishthana.com)</figcaption></figure>
Qualcomm declined ~34% over exactly 7 red bars in line with the Adhishthana Principles, a classic pattern flushing out speculation and resetting valuations.
So far, the stock has maintained an 87.5% alignment with Adhishthana Principles on the weekly charts. If this trend continues, a breakout during Phase 9 could result in a meaningful move higher.
<h3 class="wp-block-heading">Qualcomm Monthly Chart Breakdown</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="992" height="628" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085412/Qualcom-Adhishthana-Phase-10-Monthly-.png" alt="Fig.5 Qualcomm Monthly Chart with Adhishthana Phases (Source: Adhishthana.com)" class="wp-image-13578" style="width:652px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085412/Qualcom-Adhishthana-Phase-10-Monthly-.png 992w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085412/Qualcom-Adhishthana-Phase-10-Monthly--300x190.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/29085412/Qualcom-Adhishthana-Phase-10-Monthly--768x486.png 768w" sizes="(max-width: 992px) 100vw, 992px" /><figcaption class="wp-element-caption">Fig.5 Qualcomm Monthly Chart with Adhishthana Phases (Source: Adhishthana.com)</figcaption></figure>
On the monthly timeframe, Qualcomm is currently in Phase 10, after completing a massive 237% breakout move in Phase 9—breaking out of a long-term consolidation between Phases 4 to 8.
According to the Adhishthana model, peaks in Phase 10 often form between the 18th and 23rd bars. Qualcomm topped out on the 19th bar at $230.63, followed by a ~35% correction. However, this peak will only be confirmed if the Phase 9 low of $58 is broken, which has not happened yet.
If Qualcomm continues to hold above the C9 midpoint and the Level of Nirvana as identified in the weekly charts, then $230.63 may not be the ultimate peak. Instead, a higher high could materialize in Phase 11.
<h3 class="wp-block-heading">Key Support Levels to Watch</h3>
<ul class="wp-block-list">
<li>$117.22 &#8211; Weekly Nirvana Level </li>
<li>$101.47 &#8211; Current low of Phase 10 (Monthly) </li>
</ul>
These levels are critical markers of value. If Qualcomm holds these zones, the case strengthens for a bullish Himalayan Formation Ascent during Phase 10 on the weekly charts, potentially aligning with further upside in the monthly timeframe.
<h3 class="wp-block-heading">Final Take</h3>
Qualcomm's multi-timeframe structure suggests a potential bullish convergence in the coming phases. If key support levels hold, and a breakout from the current range confirms on the weekly chart, a larger Supreme Move could be ahead. Patient investors should watch $117.22 and $101.47 as potential value accumulation zones.

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Qualcomm Stock: More Upside Could Be In Store

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Qualcomm shares are trading higher after the company released a study showing that its modems beat Apple's C1 and announced its considering acquiring Alphawave.

JP Morgan analyst Samik Chatterjee maintained an <a target="_blank" href="https://www.benzinga.com/quote/QCOM/analyst-ratings" rel="noreferrer noopener">Overweight rating on</a> Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on Monday.
Chatterjee noted that Qualcomm is evaluating the potential acquisition of Alphawave. The current deadline for providing an update on its intent to make an acquisition offer is May 27.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45515826/taiwan-semiconductor-qualcomm-mediatek-team-up-to-power-next-gen-mobile-and-ai-chips" rel="noreferrer noopener">Taiwan Semiconductor, Qualcomm, MediaTek Team Up To Power Next-Gen Mobile And AI Chips</a>
While the potential acquisition will have a negligible impact on financials, the analyst noted that the possible acquisition of Alphawave has higher strategic importance for Qualcomm, which has recently more explicitly outlined its intent to pursue the data center market as another pillar of growth and diversification.
Industry reports highlight the data center CPU TAM to be positioned to expand at a 10% CAGR, the AI inference market to expand more than a 20% CAGR, and a potential acquisition of Alphawave and its capabilities regarding data center connectivity IP would complement its earlier acquisition of Nuvia and its capabilities in relation to designing data center CPUs as well as AI inference chips based on custom ARM cores, Chatterjee said.
The broader capabilities beyond Compute, extending into Connectivity, will also allow Qualcomm to leverage a similar playbook that it has adopted about its successful entry and scaling in end-markets like Autos and IoT where the breadth of the capabilities has been a key differentiation relative to more focused semiconductor companies, allowing Qualcomm to gain share despite being a relatively new and in some cases a late entrant looking to leverage an emerging insertion point in a mature industry, as per the analyst.
Chatterjee noted that recently, Qualcomm announced the engagement with HUMAIN in Saudi Arabia to support custom CPUs compatible with Nvidia&#8217;s GPUs and AI infrastructure through AI inferencing chips.
The analyst said Alphawave is vertically integrated, with capabilities spanning from Design IP to chips. Some of the company&#8217;s named customers are Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), and Rebellions, as well as an unnamed North American hyperscaler.
Chatterjee said the breadth of capabilities that Alphawave can add to Qualcomm&#8217;s portfolio will position the company to benefit from tailwinds related to strong growth in Custom silicon and ASIC adoption within AI infrastructure and growth in content related to connectivity products within AI data centers.
At its Capital markets day, Alphawave outlined expectations for the High-Performance IP TAM to expand at a 21% CAGR from 2024 through 2027, Custom Silicon to expand at 23%, Connectivity Products at 31%, and Chiplets at 65% over the same period. Led by the above growth drivers, Custom Silicon is expected to be 70%+ of the total TAM by 2027, which is estimated in aggregate to be close to $39 billion by 2027, he said.
The analyst added that Alphawave&#8217;s immediate contribution to Qualcomm&#8217;s financial performance is unlikely material, but the company expects synergies from its entry into the broader data center TAM.
Given Alphawave&#8217;s relatively small size and Qualcomm&#8217;s strong balance sheet, Chatterjee expects the acquisition to be modestly accretive even when assuming a significant premium to Alphawave&#8217;s valuation in the public markets before Qualcomm disclosed interest.
Price Action: QCOM stock is up 2.48% at $148.96 at last check Tuesday.
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Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit

<a href="https://www.bloomberg.com/news/articles/2025-05-27/qualcomm-releases-study-showing-that-its-modems-beat-apple-s-c1?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-05-27/qualcomm-releases-study-showing-that-its-modems-beat-apple-s-c1?embedded-checkout=true</a>

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'Qualcomm Releases Study Showing That Its Modems Beat Apple's C1'- Bloomberg

Ray Kurzweil, the AI futurist best known for predicting the rise of the singularity, is taking a major step toward turning science fiction into industrial reality. His humanoid robotics company, Beyond Imagination, has secured a $100 million investment from Gauntlet Ventures in a Series B round that pushes the startup's valuation to $500 million,<a href="https://www.reuters.com/technology/ray-kurzweils-humanoid-robot-startup-talks-100-million-investment-2025-05-20/"> Reuters</a> reports.
Founded alongside scientist, entrepreneur, and filmmaker Harry Kloor, Beyond Imagination is building Beomni, an advanced humanoid robot developed for deployment in high-demand industrial settings, according to the company's <a href="https://www.beomni.ai/">website</a>. Reuters says that the <a href="https://www.benzinga.com/news/25/04/44824784/linkedin-co-founder-reid-hoffman-says-building-a-startup-means-embracing-the-pain-and-the-100-early-employees-who-no-longer-work-prove-it">startup</a> is also working on a universal operating system called Aura, designed to streamline communication and functionality between humans, robots, and legacy machinery.
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<h2 class="wp-block-heading">From Singularity Theory to Manufacturing Solutions</h2>
Kurzweil's long-held vision of a future dominated by intelligent machines is moving from bookshelves to production lines. His prediction that artificial intelligence would exceed human intelligence by 2045 once raised eyebrows, Reuters reports. According to<a href="https://www.bloomberg.com/news/articles/2025-01-07/after-openai-xai-megarounds-ai-startup-funding-hit-a-record-97-billion"> Bloomberg</a>, AI startups raised a record $97 billion in funding in 2024 alone, making artificial intelligence one of the most heavily backed sectors in venture capital.
According to Gauntlet Ventures co-founder Oliver Carmack, the decision to back Beyond Imagination stemmed from the company&#8217;s capacity to address a looming global issue: the skilled labor shortage. The startup's bot, with its AI-driven adaptability, is being positioned as a solution for industries like pharmaceutical manufacturing, chip fabrication, and automotive assembly, sectors that demand high precision and long-term workforce support, Reuters says.
Beyond Imagination is currently testing its <a href="https://www.benzinga.com/news/25/05/45185633/ups-explores-humanoid-robots-as-figure-ai-secures-675m-from-jeff-bezos-openai-and-intel-targeting-9b-revenue-by-2029">humanoid robots</a> and seeking enterprise partners for deployment in industrial settings, aiming to help revolutionize U.S. manufacturing through AI-driven automation, according to Reuters.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
<h2 class="wp-block-heading">Beyond Imagination is Backed by Icons Across Tech and Media</h2>
The company isn't short on heavyweight support. According to Beyond Imagination&#8217;s website, its advisory board includes former Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) CEO Paul Jacobs, motivational speaker and business strategist Tony Robbins, and former Paramount Pictures Chair Jim Gianopulos.
Their backing, combined with Gauntlet's $100 million investment, sets Beyond Imagination apart in a market flooded with robotics startups vying for capital and attention. According to Reuters, Gauntlet Ventures is the sole investor in this Series B round, a bold show of confidence in both Kurzweil's vision and the company's near-term commercial potential.
This latest funding round comes at a time when several major players are entering or expanding their own robotics divisions. Tesla's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Optimus robot, Meta's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) AI systems, and Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) development tools are all pushing the industry forward. Kurzweil's company is positioning Aura as a system designed to integrate humans, robots, and legacy machinery, Reuters says.
See Also: <a href="https://www.benzinga.com/money/elon-musk-told-the-u-n-if-they-could-show-a-plan-for-ending-world-hunger-hed-donate-6-billion-i-will-sell-tesla-stock-right-now-and-do-it">Elon Musk Told The U.N. If They Could Show A Plan For Ending World Hunger He'd Donate $6 Billion – ‘I Will Sell Tesla Stock Right Now And Do It'</a>
<h2 class="wp-block-heading">Robots, Real-World Data, and the AI Learning Curve</h2>
Despite the hype, progress in robotics has remained slower than in conversational AI. According to<a href="https://www.vox.com/future-perfect/403708/artificial-intelligence-robots-jobs-employment-remote-workers"> Vox</a>, while chatbots and other language-based AIs have surged ahead, powered by vast amounts of readily available training data from text, images, and video, physical robots remain years behind.
Unlike language models, which can be trained in parallel across millions of central processing unit cores and datasets scraped from the internet, robots need to learn by interacting with the physical world in real time, Vox says.
As industrial sectors look for automation that delivers beyond traditional robotics, Beyond Imagination may lead that charge with fresh capital and an AI strategy focused on industrial deployment.
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Elon Musk Rival? Ray Kurzweil's Beyond Imagination Lands $100M Deal As Tesla, Nvidia, Meta Race Toward AI-Powered Humanoid Robots

BofA Securities on Thursday noted two key recently <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">announced AI scale-up</a> interconnect protocols: Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) NVLink Fusion and the Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) backed open-standard Ultra Accelerator Link (UALink). The analyst noted that both are critical scale-up techs connecting AI accelerators (GPUs, ASICs) via fast, low-latency, and shared-memory networking, enabling the scaling of accelerators into large rack-scale systems.
The analyst said UALink is the industry&#8217;s latest effort to catch up to Nvidia&#8217;s proprietary NVLink technology, the chip maker&#8217;s key advantage in creating large rack-level systems.
UALink is an open-standard initiative formed by a consortium of industry leaders including AMD, Broadcom, Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), MediaTek, Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>). 
Its primary goal is to provide an open alternative to Nvidia&#8217;s proprietary NVLink for AI scale-up interconnects. The UALink Consortium, founded in May 2024, now includes more than 70 member companies.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45572904/nvidia-powers-big-gains-for-quanta-pegatron-as-ai-demand-explodes" rel="noreferrer noopener">Nvidia Powers Big Gains For Quanta, Pegatron As AI Demand Explodes</a>
While UALink generally remains 1-2 generations behind NVLink, the analyst noted UALink as a significant step forward for the non-Nvidia ecosystem in potentially tackling the chipmaker&#8217;s dominance in AI scale-up from 2027 onward. The analyst now views Nvidia as the chip, software, and system leader.
Meanwhile, Nvidia&#8217;s NVLink Fusion partially opened up NVLink IPs to some of its ecosystem partners (excluding Broadcom and AMD), opening up ~$12 billion in networking TAM that Nvidia previously did not have access to, the analyst noted.
The analyst said AMD is a founding member of the UALink Consortium and has since contributed to creating this industry standard and its surrounding ecosystem.
With the MI400 generation targeted for the second half of 2026, AMD aims to begin designing rack-level AI systems with its ZT Systems tech. According to the analyst, UALink could provide its much-needed accelerator-to-accelerator and switching capabilities intra-rack.
Still, the analyst highlighted that the latest UALink 1.0 standard only supports up to 800GB/s bandwidth per accelerator, less than half the rate of the latest NVLink 5.0, 1.8TB/s.
Given that UALink compatible systems will likely ramp from 2027, Nvidia would ramp its NVLink 6.0-based Rubin systems, which implied that Nvidia would likely maintain its 1-2 generation advantage in AI scale-up networking, per the analyst.
Meanwhile, NVLink Fusion could expand Nvidia&#8217;s TAM in networking that is attached to custom accelerators. The analyst assumed custom silicon represents ~15% of ~$500 billion AI compute TAM, or ~$75 billion, by the calendar year 2029-30, and AI networking represents 15% of that, or ~$11 billion.
Similarly, NVLink Fusion opens up opportunities in non-Nvidia-based ARM CPU systems (such as from Qualcomm Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>)), or ~$1 billion of networking TAM (15% of ~$5-6bn ARM CPU TAM), as per the analyst.
The analyst added that with NVLink Fusion, every end customer (hyperscalers) will have a choice between pairing their silicon with NVLink and UALink, an incremental benefit for Nvidia.
Nvidia&#8217;s NVLink, even with the partial openness of NVLink Fusion, is poised to remain the leading AI scale-up interconnect for the foreseeable future, driven by its technological lead and established ecosystem.
However, the analyst asserted that UALink&#8217;s emergence as an open standard backed by major industry players is a crucial development. The analyst added that it provides a viable alternative that could challenge Nvidia&#8217;s long-term dominance by fostering greater innovation and competition in the AI interconnect space.
The analyst stated that the coming years, particularly 2026 and beyond, will be critical in observing how UALink&#8217;s adoption accelerates and how Nvidia further evolves its proprietary technology.
Price Action: NVDA stock is trading lower by 2.05% to $130.11 at last check Friday.
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</ul>
Image via Shutterstock

Analyst Color

AVGO

GOOG

MRVL

MSFT

Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts

China has threatened legal action against any individual or organization assisting with or implementing U.S. semiconductor restrictions, escalating tensions in the ongoing tech rivalry between the world&#8217;s two largest economies.
What Happened: China&#8217;s commerce ministry said there could be &#8220;corresponding legal liabilities&#8221; for those involved in U.S. measures it characterized as &#8220;discriminatory restrictive measures&#8221; against Chinese firms, Reuters reported. 
The warning comes after the U.S. published guidance last week cautioning companies against using Ascend AI chips from Huawei Technologies.
The dispute highlights growing friction as both nations compete for dominance in advanced technology. Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang recently criticized U.S. chip export controls as &#8220;exactly wrong for America,&#8221; revealing his company wrote off $5.5 billion in inventory and lost <a href="https://www.benzinga.com/25/05/45513246/nvidia-ceo-jensen-huang-says-chinese-ai-researchers-are-world-class-and-us-companies-are-hiring-a-whole-bunch-of-them">approximately $15 billion in sales</a> due to these restrictions.
&#8220;China&#8217;s doing fantastic, 50% of the world&#8217;s AI researchers are Chinese and you&#8217;re not going to hold them back,&#8221; Huang said at Computex 2025, arguing American companies should be allowed to compete in China to &#8220;offset the trade deficit.&#8221;
See Also: <a href="https://www.benzinga.com/general/space/25/05/45532125/l3harris-stock-moves-higher-after-being-named-in-golden-dome-missile-defense-system">L3Harris Stock Moves Higher After Being Named In &#8216;Golden Dome&#8217; Missile Defense System</a>
Why It Matters: The technology standoff has intensified since April, when China imposed retaliatory tariffs up to 125% on U.S.-made chips, while <a href="https://www.benzinga.com/25/04/44770461/intel-on-slump-as-china-hits-us-made-chips-with-tariffs-amd-and-taiwan-semiconductor-rise-on-exemption-boost">exempting Taiwan-manufactured semiconductor</a>s. This policy benefits companies like Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) that outsource to Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), while potentially harming U.S.-based fabricators like Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) co-founder Bill Gates recently noted that export bans have <a href="https://www.benzinga.com/news/25/05/45342962/bill-gates-slams-trumps-tariffs-we-told-china-to-make-their-own-chips-and-theyre-making-great-progress-warns-its-a-bad-time-to-inte">only accelerated China&#8217;s self-reliance efforts</a>. &#8220;We made clear to them that they needed to make their own chips, and they&#8217;re making great progress on doing that,&#8221; Gates told CNN.
China&#8217;s ministry urged the U.S. to &#8220;abide by international economic and trade rules&#8221; and respect other countries&#8217; technological development rights.
Image Via Shutterstock
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

China Warns Of Legal Retaliation Against US Chip Sanctions, Threatens Lawsuits For Aiding 'Discriminatory' Tech Crackdown

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/05/19/final-trades-qualcomm-tjx-companies-and-the-ibit.html">Halftime Report Final Trades</a>,&#8221; Jason Snipe, chief investment officer of Odyssey Capital Advisors, said he likes QUALCOMM Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) here, adding that he likes the new deal with Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://in.benzinga.com/markets/25/05/45490266/qualcomm-re-enters-data-center-cpu-market-taps-nvidia-tech-to-power-ai-ambitions">to build CPU chips.</a>
Qualcomm revealed its intentions to manufacture custom data center CPUs, potentially facilitating communication with Nvidia&#8217;s graphics processors (GPUs), a vital part of its AI chip portfolio. Qualcomm's future chips will incorporate Nvidia's technology, facilitating rapid communication with Nvidia's graphics processors (GPUs), a vital part of its AI chip portfolio.
Joseph M. Terranova, Senior Managing Director for Virtus Investment Partners, picked The TJX Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TJX#NYSE">TJX</a>) as his final trade.
Supporting his view, JPMorgan analyst Matthew Boss, on Monday, maintained TJX with an Overweight rating and raised the price target from $127 to $130. TJX, meanwhile, is expected to release its first quarter fiscal 2026 sales and earnings results on Wednesday, May 21.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, named iShares Bitcoin Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>), saying the momentum continues with the Trump family getting more steeped into the crypto business.
At the time of writing, Bitcoin prices jumped around 1.6% over the past 24 hours to trade past the $105,000 mark.
Price Action:
<ul class="wp-block-list">
<li>QUALCOMM shares gained 0.8% to close at $153.70 on Monday.</li>
<li>iShares Bitcoin Trust ETF gained 1.3% during Monday's session.</li>
<li>TJX shares rose 1.3% to close at $135.03 on Monday.</li>
</ul>
Check This Out:<a href="https://www.benzinga.com/tech/25/05/45492092/jim-cramer-was-skeptical-of-rocket-lab-now-says-its-actually-a-decent-story"> </a>
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<li><a href="https://www.benzinga.com/tech/25/05/45492092/jim-cramer-was-skeptical-of-rocket-lab-now-says-its-actually-a-decent-story">Jim Cramer Was &#8216;Skeptical&#8217; Of Rocket Lab, Now Says &#8216;It&#8217;s Actually A Decent Story&#8217;</a> </li>
</ul>
Photo: Shutterstock

IBIT

TJX Companies, Qualcomm And Bitcoin ETF On CNBC's 'Final Trades'

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) is <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">bolstering its collaborations</a> with Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and original design manufacturers (ODMs) in Taiwan.
Qualcomm has historically been a leading customer of Taiwan Semiconductor and will continue to be, as the Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/05/20/2003837162" rel="noreferrer noopener">reported</a> on Tuesday, citing Qualcomm chief Cristiano Amon ahead of the annual Computex trade show.
Amon told the Taipei Times that Qualcomm was a leading fabless semiconductor designer.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45411148/taiwan-semiconductor-commits-15-billion-to-chip-expansion-approves-dividend-amid-rising-global-demand" rel="noreferrer noopener">Taiwan Semiconductor Commits $15 Billion To Chip Expansion, Approves Dividend</a>
The company ships about 40 billion mobile and AI-enabled chipsets annually, and Taiwan Semiconductor is its primary manufacturing partner.
Amon highlighted Taiwan&#8217;s strength in the personal computer (PC) ecosystem and Qualcomm&#8217;s growing ties with Taiwan&#8217;s PC sector through collaboration with domestic players like Quanta Computer Inc. and Compal Electronics Inc.
Taiwan&#8217;s chip designer MediaTek will also start using Taiwan Semiconductor&#8217;s latest 2-nm chipmaking technology by September 2025, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Business/Tech/Semiconductors/MediaTek-to-use-TSMC-s-2-nm-chip-tech-to-stay-in-AI-race2" rel="noreferrer noopener">reported</a> on Tuesday, citing MediaTek CEO Rick Tsai at Computex.
Tsai said the technology will serve its high-volume devices.
Taiwan Semiconductor is a leading contract chipmaker for companies like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>). The stock has surged over 26% in the last 12 months thanks to the AI frenzy. However, the stock has dropped over 4% year-to-date as the Trump administration&#8217;s tariff policies have taken a toll on the stock, similar to its semiconductor peers.
Recently, Taiwan Minister of Economic Affairs J.W. Kuo said he did not expect the U.S. tariffs to <a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45508534/taiwan-minister-shrugs-off-us-tariffs-says-taiwan-semiconductor-will-thrive-while-samsung-takes-the-hit" rel="noreferrer noopener">affect Taiwanese manufacturers</a>, thanks to its semiconductor ecosystem. Kuo expects&nbsp;Taiwan Semiconductor to maintain its moat over the next decade, citing that any tariff upsurge would primarily affect U.S. customers instead of the foundry.
Price Action:&nbsp;TSM stock is down 0.87% to $191.82 premarket at the last check on Tuesday.
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</ul>
Photo by wakamatsu via Shutterstock

Taiwan Semiconductor, Qualcomm, MediaTek Team Up To Power Next-Gen Mobile And AI Chips

BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/NVDA/analyst-ratings" rel="noreferrer noopener">price forecast of $160</a> on Monday.
Arya listened to Nvidia CEO&#8217;s Computex 2025 keynote and then had a chance to virtually catch up with management (CFO) after the event.
The analyst highlighted Nvidia&#8217;s expanding portfolio, TAM (Total Addressable Market) expansion with the new NVLINK Fusion, rack-scale in full production, RTX Pro enterprise server, and sovereign AI buildout.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45495742/nvidia-unveils-ai-tools-for-humanoid-robots-launches-quantum-ai-supercomputer-to-drive-next-tech-era" rel="noreferrer noopener">Nvidia Unveils AI Tools For Humanoid Robots, Launches Quantum-AI Supercomputer To Drive Next Tech Era</a>
Nvidia Arya&#8217;s top sector pick. The company&#8217;s expanding portfolio implies a broad set of AI products across cloud, enterprise, humanoid robots, workstations, gaming, software libraries, quantum, and 6G, all underlying what Nvidia referred to as a &#8220;multi-trillion dollar AI factory&#8221; industry, per the analyst.
He noted that TAM expansion with the new NVLINK Fusion opened Nvidia&#8217;s proprietary interconnect and networking tech to third-party custom accelerators (ASICs) and CPUs.
Arya is highly confident in rack-scale GB200 NVL 72 Blackwell Systems, and the transition path to next-gen Blackwell Ultra GB300 systems will be easier from the third quarter.
The analyst said the RTX Pro enterprise server extends AI into the enterprise, causing more competition for legacy x86.
He also highlighted some benefits from last week&#8217;s Middle-East deals in the second half of 2025, though more benefits will be seen from 2026 onward (a 5-year project), given the time required to set up new infrastructure.
As per Arya, the next significant catalyst is the fiscal first-quarter earnings call, which could be contentious, related to recent restrictions on China H20 shipments.
As per the analyst, Nvidia&#8217;s key differentiators include its ability to expand its addressable market across multiple vectors of silicon, systems, software, and services, drive scale with global supply-chain partners, and solid balance sheet to make strategic investments in the ecosystem.
With NVLInk Fusion, Nvidia can provide its proprietary interconnect fabric and switch (Spectrum) to cloud service providers for use as chiplet in systems with (modified) third-party ASICs (from partners Marvell Technology, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/mrvl#NASDAQ">MRVL</a>)) or extend the integration of Nvidia GPU with other Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>)-based CPU (Qualcomm Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>)) Arya noted. Separately, Nvidia launched Grace CPU C1, a new single-socket CPU for power efficient edge, telco, and storage systems, competing against rival x86 products from Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), he added.
Although Nvidia said it was incredibly challenging, Grace Blackwell is in full production. The analyst noted that his management discussion suggests a higher level of confidence in the rollout and robust demand. Unlike GTC, it did not provide any specific metrics on cloud orders.
Nvidia is on track to upgrade to Grace Blackwell GB300 in the third quarter, which has similar architecture as GB200 but with an upgraded Blackwell chip, 1.5x more inference likely due to its 1.5x more high-bandwidth memory and 2x networking, Arya said. The analyst highlighted that management made no specific comments on gross margin progression.
Last, no new Hopper or salvage of China H20 products were written down recently; only low-volume L20 is being sold, he said. He added that China is still important at $50 billion TAM per Nvidia.
Price Action: Nvidia stock is trading lower by 0.08% to $135.30 at last check Monday.
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45490921/super-micro-rolls-out-ai-servers-with-nvidias-blackwell-chips-to-cut-costs-boost-performance" target="_blank" rel="noreferrer noopener">Super Micro Rolls Out AI Servers With Nvidia&#8217;s Blackwell Chips To Cut Costs, Boost Performance</a></li>
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Image by Piotr Swat via Shutterstock

Nvidia's Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst

CNBC Halftime Report Final Trades: Qualcomm, iShares Bitcoin Trust, TJX Companies

<a href="https://www.dell.com/en-us/dt/events/delltechnologiesworld/2025/index.htm?msockid=21c662101c496b42343370ae1de86aaa#tab0=0&amp;accordion0" title="https://www.dell.com/en-us/dt/events/delltechnologiesworld/2025/index.htm?msockid=21c662101c496b42343370ae1de86aaa#tab0=0&amp;accordion0">https://www.dell.com/en-us/dt/events/delltechnologiesworld/2025/index.htm?msockid=21c662101c496b42343370ae1de86aaa#tab0=0&amp;accordion0</a>

DELL

Dell Technologies Says New PowerEdge Servers Can Be Customized With Up To 256 Nvidia Blackwell Ultra GPUs Per Dell IR7000 Rack; Plans To Support Nvidia Vera CPU; Plans To Support Nvidia Vera Rubin Platform With New Dell PowerEdge XE Server; Introduces Dell Pro Max Plus Laptop With Qualcomm AI 100 PC Inference Card

Editor&#8217;s Note: This story has been updated to include additional input from Qualcomm.
Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) revealed its intentions to manufacture custom data center CPUs, potentially facilitating communication with Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) graphics processors (GPUs), a vital part of its AI chip portfolio.
What Happened: Qualcomm&#8217;s future chips will incorporate Nvidia&#8217;s technology, facilitating rapid communication with Nvidia&#8217;s graphics processors (GPUs), a vital part&nbsp;of its AI chip portfolio.&nbsp;This development signifies Qualcomm&#8217;s re-entry into the data center CPU&nbsp;market, a space typically ruled&nbsp;by Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro&nbsp;Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), said the company on Monday at a presentation at Computex in Taipei, Taiwan, reported Reuters.
Previously, Qualcomm had begun developing an Arm-based (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) CPU in partnership with Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), but had to stop due to cost reductions and legal obstacles. However, after bringing on board a team of former Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) chip designers in 2021, Qualcomm has quietly revived its efforts and is once again in talks with Meta regarding a data center CPU, according to Reuters. Qualcomm, in a statement to Benzinga, refuted talks regarding the data center CPU.
Qualcomm recently confirmed a partnership with Saudi AI firm Humain to develop a custom data center CPU. "With the ability to connect our custom processors to Nvidia&#8217;s rack-scale architecture, we&#8217;re advancing a shared vision of high-performance energy-efficient computing to the data center," said CEO Cristiano Amon.
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Why It Matters: &nbsp;This move comes as part of Qualcomm&#8217;s broader strategy to diversify its revenue streams. Qualcomm aims to <a href="https://www.benzinga.com/news/earnings/25/05/45127498/qualcomm-plans-22-billion-in-non-handset-revenue-by-2029-with-ai-as-its-trojan-horse">generate </a>$22 billion in non-handset revenue by 2029, with AI being a key driver. The collaboration with Nvidia and the development of custom data center CPUs align with this goal. 
Moreover, association with Nvidia's infrastructure is crucial for any company aiming to break into the data center market, given the central role the Jensen Huang-led company&#8217;s semiconductors play in AI. 
Despite delivering Q2 results that <a href="https://www.benzinga.com/news/25/05/45198245/qualcomm-qcom-shares-dip-despite-q2-earnings-beat-whats-going-on">surpassed </a>Wall Street predictions, Qualcomm&#8217;s shares have dipped 4.6% over the past week. The company&#8217;s foray into the data center CPU&nbsp;market could potentially bolster its performance in the stock market.
Qualcomm holds a momentum rating of 28.77% and a growth rating of 59.61%, according to&nbsp;<a href="https://www.benzinga.com/quote/QCOM" target="_blank" rel="noreferrer noopener">Benzinga's Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock&#8217;s historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance.
Over the past month, the shares of Qualcomm Inc. surged 12.02%. 
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Qualcomm Re-Enters Data Center CPU Market, Taps Nvidia Tech To Power AI Ambitions (UPDATED)

Offerings

Qualcomm Files For Three-Part Notes Offering; Size Not Disclosed

As criticism mounts over the Donald Trump administration's <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">AI chip deals with Gulf states</a>, David Sacks and Sam Altman are pushing back, calling the partnerships a strategic win over China.
What Happened: Trump announced multibillion-dollar AI partnerships between U.S. companies and Gulf nations, including Saudi Arabia and the UAE.
The deals involve major players like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
Despite <a href="https://www.benzinga.com/25/05/45459318/chuck-schumer-blasts-trump-for-backing-ai-chip-sales-to-saudi-arabia-uae-warns-deal-risks-us-tech-secrets-falling-into-chinas-hands">concerns from lawmakers</a> about potential Chinese access to U.S. AI chips via Gulf allies, Sacks, a tech investor and White House AI advisor, defended the initiative in a post on X, formerly Twitter.
"I'm genuinely perplexed how any self-proclaimed ‘China Hawk' can claim that President Trump's AI deals with UAE and Saudi Arabia aren't hugely beneficial for the United States," Sacks wrote.
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most&#8217; As China&#8217;s Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
He cited semiconductor analyst Dylan Patel that the partnerships "will noticeably shift the balance of power" in the U.S.'s favor and asked critics: "Does China wish it had made these deals? Yes of course it does. But President Trump got there first and beat them to the punch."
Altman shared Sacks&#8217; post on X and echoed his view, stating, "This was an extremely smart thing for you all to do and I'm sorry naive people are giving you grief."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">this was an extremely smart thing for you all to do and i'm sorry naive people are giving you grief. <a href="https://t.co/iTkQj9c9QW">https://t.co/iTkQj9c9QW</a>
&mdash; Sam Altman (@sama) <a href="https://twitter.com/sama/status/1923428713095479437?ref_src=twsrc%5Etfw">May 16, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Why It's Important: The Joe Biden administration had previously implemented <a href="https://www.benzinga.com/news/24/10/41323155/nvidia-amd-face-chip-export-curbs-as-biden-administration-considers-restrictions-on-middle-east-coun">rules to restrict AI chip exports</a> to countries like Saudi Arabia and the UAE, citing national security risks.
However, those limits have now been rolled back, with new policies still in development, <a href="https://www.axios.com/2025/05/16/trump-ai-deals-gulf-chips-china-trade-policy">reported</a> Axios.
On Thursday, Senate Minority Leader Chuck Schumer (D-N.Y.) cautioned that Trump's backing of efforts to export sensitive U.S. AI chip technology to allies in the Persian Gulf might ultimately give an advantage to China.
Earlier, Nvidia CEO Jensen Huang warned that limiting access to China's AI market could <a href="https://www.benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous-loss">harm the company, U.S. jobs</a>, and overall technological progress.
His remarks followed a report revealing that Nvidia has notified key Chinese clients — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is developing a <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">modified version of its AI chip designed</a> to meet U.S. export restrictions.
Nvidia has earned a growth score of 95.02% from Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against other top tech firms</a> like AMD, Qualcomm, Alibaba and Tencent.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/18231701/Screenshot-2025-05-19-at-8.46.56%E2%80%AFAM.png" alt="" class="wp-image-919127" /></a></figure>
Photo Courtesy: twenty1studio On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

David Sacks Hails Trump's AI Strategy In Middle East As Power Move Over China — OpenAI CEO Sam Altman Backs Him: 'Sorry Naive People Are Giving You Grief'

The U.S. and China agreed to de-escalate their trade war by cutting tariffs by 115 percentage points, bringing U.S. duties on Chinese <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">goods down to 30%.</a>
The announcement sparked a broad-based equity rally, with the S&amp;P 500 climbing back to early March 2025 levels and erasing losses from President Donald Trump's &#8220;<a href="https://www.benzinga.com/government/regulations/25/05/45355655/magnificent-seven-gain-700b-after-us-china-slash-tariffs-gold-crashes-whats-driving-markets-monday">Liberation Day&#8221; tariff shock.</a>
The improved trade outlook also prompted economists to cut recession odds and upgrade U.S. growth forecasts for the second half of the year.
<h3 class="wp-block-heading">S&amp;P 500 Logs 5 Consecutive Winning Sessions</h3>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) closed 5% higher for the week, notching five straight sessions in the green.
Semiconductors kept powering higher. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) rose nearly 10% on the week, logging its fourth straight week of gains and delivering its best monthly rally since 2020.
Yet, clean energy stocks – as tracked by the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – outshined even chipmakers. Solar names surged after Republicans released a better-than-expected tax proposal <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">on renewable energy credits.</a> Shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) soared 27% for the week, leading the sector.
<h3 class="wp-block-heading">Trump&#8217;s Middle East Blitz Attracts $2 Trillion In Gulf Commitments</h3>
During his Middle East visit, President Trump secured around $2 trillion in trade and investment pledges from Gulf countries.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">Saudi Arabia committed $600 billion</a> in deals involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Uber Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NASDAQ">UBER</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>).
<a href="https://www.benzinga.com/government/regulations/25/05/45446924/trump-secures-12-trillion-qatar-deal-as-boeing-ge-land-record-orders">Qatar followed with a $1.2 trillion package</a> focused on energy and infrastructure, inking major contracts with GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) and Boeing.
The United Arab Emirates signed a $200 billion deal to import over one million AI chips from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other initiatives with Exxon Mobil Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NASDAQ">XOM</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
<h3 class="wp-block-heading">UNH In Free Fall, Consumer Inflation Concerns Hit 1980s Levels</h3>
Back on Wall Street, one corporate giant is facing deep losses in what's shaping up to be one of the worst crises in its history. UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares nosedived 27% this week, marking the company&#8217;s worst weekly performance since the 2009 financial crisis and extending a five-week losing streak.
CEO Andrew Witty resigned Tuesday citing "personal reasons," while the company suspended 2025 guidance due <a href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance">to surging medical costs</a>. A U.S. Department of Justice criminal probe into alleged fraud in its Medicare Advantage <a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">program worsened investor fears.</a>
On the macro front, <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45374267/inflation-eases-in-april-as-trumps-tariffs-dont-push-prices-higher">April inflation data</a> signaled softening price pressures, but retail sales dropped, reflecting consumer <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45435725/tariffs-slow-retail-spending-as-producer-prices-post-sharpest-drop-since-2020">caution amid trade uncertainty</a>. Inflation expectations are also heating up again.
The <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45470155/consumer-sentiment-crashes-to-5-year-lows-as-inflation-fears-reach-1981-levels">University of Michigan's survey</a> showed the weakest sentiment since 2020 as the one-year consumer inflation outlook hit levels last seen in 1981.
<h3 class="wp-block-heading">Chart Of The Week: Year-Ahead Consumer Inflation Expectations Have Never Been This High Since Early &#8217;80s</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png" alt="" class="wp-image-918486" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-2048x1058.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Image created using artificial intelligence via Midjourney.

US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets

On Thursday, Senate Minority Leader Chuck Schumer (D-N.Y.) warned that President Donald Trump's support for exporting sensitive U.S. artificial intelligence chip <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">technology to Persian Gulf allies</a> could benefit China.
What Happened: On the Senate floor, Schumer criticized Trump for greenlighting high-stakes deals allowing advanced U.S. chips to be sold to Saudi Arabia and the UAE, <a href="https://thehill.com/homenews/senate/5302029-schumer-trump-saudi-ai-chip-deals/">reported</a> The Hill.
"This deal could very well be dangerous because we have no clarity on how the Saudis and Emiratis will prevent the Chinese Communist Party, the Chinese government, the Chinese manufacturing establishment from getting their hands on these chips," Schumer said.
He warned that "inevitably, when foreign countries end up with American-made chips, the CCP, the Chinese Communist Party, sooner or later gets hold of these American chips and their secrets in them."
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most' As China's Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
Several U.S. tech firms — including Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) — have <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says">announced major AI chip agreements</a> with Gulf-backed entities during Trump's Middle East trip.
Nvidia alone plans to deliver 18,000 Blackwell chips to a Saudi sovereign wealth fund-backed company.
Why It's Important: Over the years, the U.S. government has imposed tight export restrictions on advanced chips over fears they could be used for military or surveillance purposes by adversaries like China.
Schumer said these new deals undermine those efforts and could shift cutting-edge manufacturing abroad.
"What's this about bringing jobs and high-end technology back to the country?" Schumer asked. "All of a sudden it's OK to give it to other countries? Especially other countries whose security might not be as tight as ours?"
Previously, Nvidia CEO Jensen Huang cautioned that restricting access to China&#8217;s AI market <a href="https://www.benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous-loss">could negatively impact</a> not only the company but also American jobs and technological innovation.
His statement came after a report indicated that Nvidia has informed major Chinese clients — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is working on a new variant of H20 AI chip models <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">tailored to comply</a> with U.S. export regulations.
Nvidia holds a growth score of 95.06% according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other leading tech companies</a> such as AMD, Qualcomm, Alibaba and Tencent.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/15214927/Screenshot-2025-05-16-at-7.19.20%E2%80%AFAM.png" alt="" class="wp-image-917343" /></a></figure>
Photo Courtesy: Ron Adar on Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Chuck Schumer Blasts Trump For Backing AI Chip Sales To Saudi Arabia, UAE: 'This Deal Could Very Well Be Dangerous'

The Trump administration forged a preliminary deal with the United Arab Emirates involving importing 500,000 of Nvidia Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/topic/ai-chips" rel="noreferrer noopener">advanced AI chips</a> annually.
The deal was at least through 2027 but could be in place until 2030, Reuters reported on Wednesday, citing unnamed sources familiar with the matter.
Under the deal, 20% of the chips, or 100,000 of them per year, will serve UAE&#8217;s tech firm G42, while the rest would be split among U.S. companies, including Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) that might also seek to build data centers in the UAE.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45417156/nvidia-amd-stocks-climb-as-trump-plans-to-ease-ai-chip-export-rules" rel="noreferrer noopener">Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules</a>
U.S. President&nbsp;Donald Trump&nbsp;is on a tour of the Gulf region this week and on Tuesday&nbsp;announced a $600 billion investment package&nbsp;from Saudi Arabia. The package includes massive AI infrastructure&nbsp;partnerships with Nvidia, Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Qualcomm&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
Saudi Arabia&#8217;s Public Investment Fund subsidiary HUMAIN will <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/05/45414265/nvidia-climbs-on-saudi-ai-investments-analyst-estimates-15-billion-to-20-billion-in-revenue" rel="noreferrer noopener">construct AI factories</a> across Saudi Arabia over the next five years, powered by Nvidia&#8217;s most advanced GPUs.
The factories&#8217; projected total capacity is up to 500 megawatts. HUMAIN will also introduce Saudi Arabia&#8217;s first Nvidia Omniverse Cloud platform.
Bank of America Securities analyst Vivek Arya expects the HUMAIN deals to range between&nbsp;$2 billion and $3 billion annually, likely starting in 2025, with a total of between $15 billion and $20 billion over a multi-year period.&nbsp;
<h2 class="wp-block-heading">NVIDIA Stock Prediction For 2025</h2>
Equity research analysts on and off Wall Street typically use earnings growth and fundamental research as a form of valuation and forecasting. But many in trading turn to technical analysis as a way to form predictive models for share price trajectory.
Some investors look to trends to help forecast where they believe a stock could trade at a certain point in the future. Looking at NVIDIA, an investor could make an assessment about a stock's long term prospects using a moving average and trend line. If they believe a stock will remain above the moving average, which many believe is a bullish signal, they can extrapolate that trend into the future using a trend line. For NVIDIA, the 200-day moving average sits at $125.33, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, which is below the current price of $133.04. For more on charts and trend lines, <a href="https://pro.benzinga.com/">see a description here.</a>
Traders believe that when a stock is above its moving average, it is a generally bullish signal, and when it crosses below, it is a more negative signal. Investors could use trend lines to make an educated guess about where a stock could trade at a later date if conditions remain stable.
Price Actions: NVDA stock is down 1.40% at $133.45 at the last check on Thursday.
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Photo by epha1st0s via Shutterstock

Regulations

Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants

The annual Computex trade show, the first major tech gathering in Asia since President Donald Trump proposed <a href="https://www.benzinga.com/government/regulations/25/05/45368852/trump-lowers-de-minimis-tariff-on-chinese-imports-from-120-to-54-pauses-200-postal-fee-amid-90-day-trade-shift">sweeping reciprocal tariffs on Chinese goods</a> in April, is expected to draw 1,400 exhibitors and top executives from across industries.
What Happened: Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, who last year sparked "Jensanity" among attendees, will headline this year's show, which will run from May 20–23 in Taipei, reported Reuters.
His keynote is expected to spotlight Nvidia's deepening partnerships with Taiwanese firms like Foxconn and Quanta.&nbsp;
Other major players like Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and MediaTek will also showcase AI advancements.
See Also: <a href="https://www.benzinga.com/tech/25/05/45309175/nvidia-modifies-h20-chip-for-china-after-us-restrictions-block-sales-aims-to-deliver-new-version-by-july-report">Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report</a>
Intel Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) new CEO, Lip-Bu Tan, is not scheduled to speak publicly at Computex this year but will instead host a private dinner with Taiwanese partners, the report noted.
Why It's Important: At Computex 2024, Huang praised Nvidia's deep ties with Taiwan, calling it the birthplace of the company's innovations. He also introduced Nvidia Inference Micro Services (NIMS) and said the next wave of AI is "physical AI."
His keynote received <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39130128/nvidia-ceo-jensen-huang-mesmerizes-analysts-market-watchers-with-computex-keynote-w">rave reviews from industry voices</a>. CNBC's Jim Cramer called it "the future," while analyst Pierre Ferragu hailed it as Huang's "best keynote ever."
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Price Action: Nvidia shares rose 0.64% to $136.21 in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga Edge Stock Rankings awarded Nvidia a strong growth score of 95%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other major tech players</a> like Qualcomm, AMD and Intel.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14220007/Screenshot-2025-05-15-at-7.30.00%E2%80%AFAM.png" alt="" class="wp-image-915846" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: Hepha1st0s On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia CEO Jensen Huang Expected To Unveil New AI Alliances At Computex 2025 As Geopolitical Pressures Persist Over Tech Sector

May 13, 2025
RIYADH
Qualcomm Technologies, Inc. and Aramco Digital announced their intent to enter into a strategic collaboration to develop, deploy and commercialize state-of-the-art edge AI industrial IoT technologies and solutions, which will drive the digital transformation of key industries in the Kingdom of Saudi Arabia. The collaboration also covers the development of AI industrial use-cases and service offerings.
Aramco Digital will aim to develop and commercialize a range of advanced edge AI industrial devices and end-to-end solutions powered by products and services from Qualcomm Technologies. These solutions will help meet the specific requirements of various industry sectors in the Kingdom, and are designed to increase efficiency and productivity, enhance safety and sustainability, and enable new innovations in industrial-based services, from worker assistants to predictive maintenance, visual anomaly detection, asset management and more.
The collaboration is intended to utilize Aramco Digital's 450 MHz 5G industrial network to connect intelligent edge devices powered by solutions from Qualcomm Technologies-including smartphones, rugged industrial devices, robots, drones, cameras, sensors, and other IoT devices. Aramco Digital and Qualcomm Technologies also plan to develop the capabilities to deploy, manage, and update AI models on Aramco Digital's edge AI devices.

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'Qualcomm And Aramco Digital To Drive Industry Transformation Through Commercialization Of Advanced Edge AI For Industrial IoT'

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Qualcomm Increases Quarterly Cash Dividend

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LSCC

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PRSO

SONY

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

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Qualcomm

매도 수량

Qualcomm (NASDAQ:QCOM) 주식, 공매도 수량 보고

사람들이 또한 지켜본다

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파트너 / 기고자

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