NEW YORK, June 25, 2026 — Qualcomm Incorporated has announced that it has reached an agreement to acquire Modular Inc, strengthening Qualcomm Technologies, Inc.’s software foundation for generative and agentic AI […]
The post Qualcomm Strengthens Data Center AI Push with Modular Acquisition appeared first on AIwire.
For a decade, confidential computing has been chipping away at one of security’s hardest problems: data is well encrypted in transit and at rest, but when a processor works on it, that data sits in memory in the clear, exposed to anyone with privileged host access.
“Confidential computing’s aim was to solve this with a trusted execution environment, a subset of the CPU that runs the encrypted workload and handles things like memory encryption,” said Marina Moore, lead security researcher at Edera.
For years the field felt like post-quantum cryptography PhD research scientist types agreeing the work is essential, while waiting for it to reach mainstream practitioners. At the Confidential Computing Summit in San Francisco this week, the breakout use case came into focus: agentic AI.
Like the web before HTTPS
“I was in the really early days of HTTP, and then HTTPS came along pretty quickly,” said Mike Bursell, executive director of the Confidential Computing Consortium. He sees agentic AI
Qualcomm's strategic focus on data center growth could reshape its market position, challenging major players and diversifying revenue streams.
The post Morgan Stanley upgrades Qualcomm to Equalweight, raises price target to $231 appeared first on Crypto Briefing.
The AI chip stock rally underscores the growing demand for AI infrastructure, potentially reshaping tech investment strategies globally.
The post Micron and Qualcomm forecasts drive $400B AI chip stock rally appeared first on Crypto Briefing.
Qualcomm's strategic pivot towards AI and data centers could redefine its market position, challenging established players and diversifying revenue.
The post Qualcomm stock soars as Wall Street reacts to strong numbers appeared first on Crypto Briefing.
Qualcomm's ambitious revenue target highlights its strategic pivot towards diverse markets, but execution risks and competition remain significant.
The post Qualcomm CFO sees opportunity to scale annual revenue to $100B appeared first on Crypto Briefing.
Qualcomm's partnership with Meta could redefine its market position, potentially challenging established data center chip leaders by 2029.
The post Qualcomm secures Meta as first Big Tech customer for data center chips appeared first on Crypto Briefing.
Qualcomm's strategic pivot to AI and data centers could redefine its market position, tapping into a $1.7 trillion opportunity by 2030.
The post Qualcomm targets $15B in data center revenue by 2029 as investor day maps life beyond mobile appeared first on Crypto Briefing.
