Qualcomm’s (NASDAQ: QCOM) re-entry into the CPU semiconductor market is noteworthy for several reasons, but may not be enough to move the needle. While it affirms NVIDIA’s (NASDAQ: NVDA) decision to open the NVLINK system to other manufacturers with NVLINK Fusion, the CPU market is already dominated by Intel and Advanced Micro Devices (NASDAQ: AMD), which are unlikely to sit still. NVIDIA’s role is critical; letting 3rd-party manufacturers embed NVLink hardware into their systems allows AI developers to build semi-custom AI infrastructure faster and more efficiently for data processing than previous systems.
[content-module:CompanyOverview|NASDAQ:QCOM]What percent of market share can Qualcomm gain from the datacenter CPU market? The market is estimated at roughly $14.15 billion in 2025, so moving the needle for its business would take a significant gain.
