Doctor of deals, student of the world 🌍
Healthcare founder · Cross-border investor
Based in Dubai 🇦🇪 |
Speaks Chinese, English, German, French
Independent analysis. No agenda.
Qualcomm (QCOM), which has tried to expand its data-center business several times before, is re-entering a fast-growing but hyper-competitive AI market dominated by large incumbents such as Nvidia, Broadcom and AMD, alongside custom-silicon efforts from cloud players like Google (TPU) and Amazon (Trainium/Inferentia), Bank of America analysts warned in a client note on Tuesday. I’m not optimistic about this company.
$META plans to use $QCOM C1000 CPU in its data centers giving the company a major hyperscaler design-in for its AI data center push.
Meta is ideal customer because it spends aggressively and every reason to diversify compute as inference workloads make CPUs strategic again.
I had a great meeting with my product development team yesterday. The energy in the room was excellent, and we made real progress aligning on direction.
Longevity is a fantastic space to be working in—it’s a field with enormous potential, growing demand, and the chance to make a genuine difference in people’s lives.
I left the meeting feeling optimistic about where we’re headed and excited about what the team can build together.