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Nvidia has held the dominant position in AI data center infrastructure through the current investment cycle, and every company trying to enter that market is working against an established default.
Qualcomm is now making that attempt. Its shares rose 6% after the company announced a data center infrastructure deal with Amazon.
The data center compute market in the AI era has settled around Nvidia in ways that compound.
Its hardware was positioned to serve the demand that AI workloads created, and that alignment became the reference point every new entrant has to navigate. Qualcomm has been working to get into that space.
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