Jon Quast

speaker

8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 10 Sep

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 25 Jun 2026 podcast

And Qualcomm is a $200 billion company and just now throwing its name in the ring as a contender in this space, just now getting in.

So to me, that's a strong signal that maybe this AI data center build-out still has a lot of legs to it because a huge player just jumped into the game.

Yeah, it does.

I should have said in my opening statement here is that one of the reasons why Qualcomm believes it's not too late is because it really sees this agentic AI trend really just starting to inflect now.

And AI agents, basically, they can make 50 to 100 times as many inference requests as a human.

That's kind of your big headline number, which means a lot more CPUs are needed now than what were needed before to make all this run.

So there's really kind of a CPU bottleneck going on.

Maybe it's already been talked about a lot, but Qualcomm here jumping into this ring with its data center CPU, the Dragonfly C1000 and announcing that Meta already signing up to be a customer of this product.

So I think that's significant.

That said, this particular data center product isn't supposed to reach production until 2028.

And so that's a little bit out into the future there.

Now that's not carrying the entire 15 billion target revenue number on its own, but it will play a part of that.

So 2028 is kind of the target number for getting that thing off the ground.

Now you look at players like Taiwan Semiconductor, this is a huge partner of Qualcomm.

It's saying that it's kind of constrained until at least 2027.

So maybe there's a path where supply and demand start to balance out a little bit by the time Qualcomm is wanting to ramp this particular product.

Of course, Qualcomm does have a good relationship there.

But I think kind of the other things here to keep in mind is that there are some rumors that Qualcomm and others are

are actually exploring Samsung foundry because Taiwan Semi can't meet all the demand that there is.

And so maybe there's some ways that Qualcomm can get around some of these supply constraints and still meet its production goals.

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