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English(EN) Qualcomm projects data center chips will exceed $15B in revenue by 2029, with Meta now publicly committed to using its Dragonfly C1000 CPUs starting late 2028.

Qualcomm 目标数据中心芯片收入超 150 亿美元,Meta 将使用 Dragonfly CPU

Qualcomm 预计其数据中心芯片收入到 2029 年将超过 150 亿美元。Meta 承诺从 2028 年底开始将其 Dragonfly C1000 CPU 集成到其基础设施中,这支撑了这一预测。此举表明了行业正在远离传统 x86 架构用于 AI 硬件的重大趋势。 AI

影响 预示着 AI 基础设施向专用芯片转移,可能影响数据中心硬件的竞争格局。

排序理由 一家主要芯片制造商的重大收入预测和合作伙伴关系公告。[lever_c_demoted from significant: ic=1 ai=0.7]

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Qualcomm 目标数据中心芯片收入超 150 亿美元,Meta 将使用 Dragonfly CPU

报道来源 [1]

  1. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    Qualcomm projects data center chips will exceed $15B in revenue by 2029, with Meta now publicly committed to using its Dragonfly C1000 CPUs starting late 2028.

    Qualcomm projects data center chips will exceed $15B in revenue by 2029, with Meta now publicly committed to using its Dragonfly C1000 CPUs starting late 2028. The shift signals major chip makers are betting against x86 dominance in AI infrastructure. https://www. implicator.ai/q…