Jukan(@jukan05):Interesting. According to FundaAI, Qualcomm is expected to begin shipping an LPU-like AI ASIC to a Chinese CSP by the end of 2026. Estimated shipment volume is around 1 million units, with an ASP of roughly $4,000. For general-purpose server CPUs, shipments are expected to begin in the second half of 2027, or toward the end of 2027. 3 million units… that’s a lot. Qualcomm is also reportedly working with two U.S. CSPs. $QCOM

Jukan

@jukan05

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Jukan@jukan05

2026.05.15 00:15

Interesting. According to FundaAI, Qualcomm is expected to begin shipping an LPU-like AI ASIC to a Chinese CSP by the end of 2026. Estimated shipment volume is around 1 million units, with an ASP of roughly $4,000. For general-purpose server CPUs, shipments are expected to begin in the second half of 2027, or toward the end of 2027. 3 million units… that’s a lot. Qualcomm is also reportedly working with two U.S. CSPs. $QCOM