Qualcomm is making a return to datacenters

guest · Nov 6, 2020

Qualcomm is making a return to datacenters
The company's CEO announced new datacenter-related products
November 5, 2020
https://www.itproportal.com/news/qualcomm-is-making-a-return-to-datacenters/

Despite having effectively exited the industry in 2018, Qualcomm has announced it is looking into launching a new range of datacenter-oriented products.

Discussing the company’s fourth fiscal quarter, as well as 2020 as a whole, Chief Executive Steve Mollenkopf said the company is “investing in next-generation infrastructure and edge compute, two areas today that we believe will create significant opportunities in several years.”

“As the cloud converges with the mobile Internet, wireless networks are transforming and becoming virtualized,” he explained.
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For all that he said, Mollenkopf gave few concrete details away, as no new products or tools were announced, neither in the datacenter industry nor the edge. According to The Register, whatever the firm ends up producing will “almost certainly” be based on Arm cores.

Datacenters and edge aside, Qualcomm will also remain focused on 5G and WiFi 6, two areas in which is sees huge opportunity going forward.
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The Register: Qualcomm hints at future data centre and edge compute products

At this point readers may wish to recall that in December 2018 the company substantially reduced an effort to build server CPUs and said it would instead pursue "upcoming compute opportunities at the edge of 5G networks and AI inference cloud solutions." In 2019, the company also ended a data centre-centric joint venture in China.

Which leaves Qualcomm having all but quit the data centre while telling the world it likes the look of the edge. Fast-forward two years and it's saying it has products in the works for the former but is still working on the latter.
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Whatever it has up its sleeve, it will almost certainly be based on Arm cores, which could represent a huge market for the architecture.
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