As mentioned, Qualcomm's chipsets have long led the chipset market. As the 5G upgrade cycle has cooled, the company has pivoted to designing AI-enabled chips. To that end, it has developed the Snapdragon 8 Gen 3 chip for this purpose, and it should improve on its capabilities with the upcoming release of a Gen 4 chip.

Qualcomm launched its first Arm-based PC CPUs last year, and although they haven't exactly been a smash hit, partly because of compatibility problems, Arm-based PC are likely to be here to stay. Qualcomm is now seemingly looking to re-enter the server CPU market with new chips.

Our expert who first called NVIDIA in 2009 is predicting 2025 will see a historic AI breakthrough.

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders. Nvidia on Monday said Chinese AI firm DeepSeek's advances show the usefulness ...