Dell Technologies & Qualcomm

Dell Technologies: Dell is a customer for Nvidia's next-generation Vera Rubin AI chips and will debut PCs with Nvidia's new RTX Spark superchip.

Qualcomm: Qualcomm's shares experienced significant volatility and declines due to various market factors, including competitor product launches, broader semiconductor sell-offs, and macroeconomic concerns. The company is attempting to diversify its revenue streams beyond smartphones into the AI data center market.

Dell Technologies: Dell Technologies is mentioned as a past customer of memory chips, highlighting the shift from commodity memory to specialized HBM for AI.

Qualcomm: Qualcomm's stock soared after it projected substantial sales from its data center business, indicating its expansion beyond smartphone chips into the AI market.