Bloomberg Tech Qualcomm Takes Aim at Nvidia with New Chips
11 snips
Oct 27, 2025 
In this discussion, Chase Lockmiller, CEO of Crusoe, highlights his company's impressive $1.37 billion fundraise and ambitious plans for AI data centers like Stargate. Denise Chisholm provides a deep dive into market strategies, questioning whether the AI rally is sustainable or a bubble. Meanwhile, Mark Gurman reveals Apple's innovative use of vapor chambers in future iPad Pros for enhanced thermal management. Together, they tackle the competitive landscape between Qualcomm and Nvidia, shaping the future of tech.
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Qualcomm's Data-Center Push Is Real
- Qualcomm has launched an NPU and signals follow-up chips plus an early customer, marking a serious data-center entry.
- Ian King says they scaled mobile tech through PC to data center and are already speaking with hyperscalers.
CapEx Guidance Will Drive AI Sentiment
- Investors will focus on CapEx guidance from Microsoft, Amazon and Alphabet this week to gauge AI spending sustainability.
- Ryan Blastelica flags cloud growth signs as key to validating the AI investment cycle.
High Valuations Can Predict Durable Growth
- Technology now ranks in the top quartile for earnings growth and valuations, creating a high-growth, high-valuation mix.
- Denise Chisholm notes historical data shows high valuations often predict durable future growth when earnings are strong.