$QCOM

Interesting. According to FundaAI, Qualcomm is expected to begin shipping an LPU-like AI ASIC to a Chinese CSP by the end of 2026. Estimated shipment volume is around 1 million units, with an ASP of roughly $4,000. For general-purpose server CPUs, shipments are expected to begin in the second half of 2027, or toward the end of 2027. 3 million units… that’s a lot. Qualcomm is also reportedly working with two U.S. CSPs. $QCOM