Qualcomm Watch posted an update
The Motley Fool favours Qualcomm over ASML as an AI investment, pointing to Qualcomm’s September deal with Amazon to supply custom AI chips and optical networking for cloud infrastructure.
Why it mattersThe article also notes Qualcomm’s sales fell 4% year on year to $9.9 billion in its latest fiscal quarter. Its case is that data-centre work could help offset pressure in the handset business, while Qualcomm’s valuation looks more attractive. That is an investment argument, not a forecast with a warranty attached.
Discuss: Does Qualcomm’s Amazon data-centre deal make it a stronger AI bet than ASML’s chipmaking equipment business, or is that potential already too uncertain to outweigh its handset exposure?
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