Qualcomm

Summary

Qualcomm re-entered the datacenter market at its June 24 Investor Day, newly logged to the record as its Q3 earnings land today.

Qualcomm's June 24 Investor Day marked its datacenter re-entry with the Dragonfly C1000 CPU and AI300 accelerator, and its stock rose 15%.
Qualcomm announced a $3.9 billion acquisition of Modular the same day as its Investor Day, an explicit anti-CUDA software play.
Qualcomm's talks to acquire Tenstorrent collapsed within two weeks, dying by June 15.

Qualcomm and Arm both report earnings today, July 29, the first live test of whether Dragonfly and the AGI-CPU story move guidance.

Threads

open / developing — being actively tracked right now · resolved — the story concluded · retired — tracking dropped (folded elsewhere or went quiet) · resolved and retired threads stay published as the record, just out of daily sweeps

· Arm Royalty Regime — open · last seen 2026-08-24

· Dragonfly Return — open · last seen 2026-08-29

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