Nvidia & Qualcomm
20 shared events · Importance 25 · Last updated Jul 03, 2026
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Business
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
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.
May 21, 2026 · 8 articles
Business
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
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.
May 19, 2026 · 104 articles
Business
Nvidia: Nvidia's CUDA software currently dominates a strategically important AI segment that Qualcomm aims to challenge with the acquisition of Module. This deal could potentially reduce dependence on Nvidia's GPU-centric ecosystem.
Qualcomm: Qualcomm is acquiring Module to strengthen its AI software foundation, expand its data center strategy, and enhance its position in the generative and agentic AI ecosystem. This acquisition is expected to accelerate the adoption of its edge-to-cloud AI platforms and challenge competitors like NVIDIA.
Jun 24, 2026 · 25 articles
International
Nvidia: Nvidia's CEO, Jensen Huang, is a member of the AI for Good Global Commission, bringing expertise in AI development and infrastructure.
Qualcomm: Qualcomm's CEO, Cristiano Amon, is a member of the AI for Good Global Commission, representing the semiconductor industry's perspective on AI.
Jul 03, 2026 · 13 articles
Business
Nvidia: Nvidia shares were down, reflecting broader concerns about tech valuations.
Qualcomm: Qualcomm raised its revenue forecast and announced a new chip for data centers, contributing to the tech rally.
Jun 24, 2026 · 57 articles
International
Nvidia: Nvidia, a major chip company and a significant beneficiary of the AI boom, was a heavy weight on the S&P 500 after falling 3.7%, reflecting investor concerns about AI stock valuations.
Qualcomm: Qualcomm upgraded its growth forecasts due to the acceleration of the AI era, indicating positive prospects for the company.
Jun 03, 2026 · 191 articles
Business
Nvidia: Nvidia's RTX Spark was mentioned as a competitor in the Windows on Arm PC market, which had previously impacted Qualcomm's stock.
Qualcomm: Qualcomm's shares jumped due to an aggressive expansion into the AI data center market, ambitious long-term revenue targets, and a strategic supply agreement with Meta Platforms. The company also benefited from a Wells Fargo price target increase and positive market sentiment from the Iran peace deal.
Jun 12, 2026 · 6 articles
International
Qualcomm: Qualcomm's CEO Cristiano Amon is expected to attend the India AI Impact Summit 2026, signifying the company's involvement in India's AI development.
Feb 14, 2026 · 109 articles
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