20260701 Qualcomm and Nvidia

Qualcomm’s Dragonfly line of AI data center products is up against chip giant Nvidia’s offerings. (Source photos by Ken Kobayashi) 

NEW YORK — On a table in a midtown Manhattan conference room last Thursday, Durga Malladi, Qualcomm’s vice president of data center, stacked his phones to illustrate what appeared to be a simple design that could help the chipmaker crack Nvidia’s grip on artificial intelligence chips: a stack of low-power DRAM chips mounted directly on top of a logic die.