{"id":537473,"date":"2026-06-16T05:53:26","date_gmt":"2026-06-16T05:53:26","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/537473\/"},"modified":"2026-06-16T05:53:26","modified_gmt":"2026-06-16T05:53:26","slug":"qualcomms-reported-tenstorrent-talks-test-lofty-valuation-and-ai-ambitions","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/537473\/","title":{"rendered":"Qualcomm\u2019s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/simplywall.st\/discover\/investing-ideas?utm_medium=finance_user&amp;utm_campaign=investing_ideas_head_cta&amp;utm_source=yahoo&amp;blueprint=4626541\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Find winning stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Find winning stocks&quot;}\" class=\"link \">Find winning stocks<\/a> in any market cycle. Join 7 million investors using Simply Wall St&#8217;s investing ideas for FREE.<\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Qualcomm, ticker NasdaqGS:QCOM, is reportedly in talks to acquire AI chip startup Tenstorrent for US$8b to US$10b.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">The potential deal would extend Qualcomm&#8217;s reach into dedicated AI accelerators and data center hardware.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">This development has not been covered in recent Simply Wall St articles on NasdaqGS:QCOM.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\">NasdaqGS:QCOM is widely known for mobile processors and connectivity chips, and more recently for integrating AI features on devices. The reported Tenstorrent talks point to a wider push into AI compute for servers and data centers, an area that has drawn heavy interest from large chipmakers. For investors, it adds another layer to how Qualcomm might participate in demand for AI hardware.<\/p>\n<p class=\"yf-1fy9kyt\">If a transaction proceeds, it could reshape how NasdaqGS:QCOM positions its chip portfolio across smartphones, PCs and cloud infrastructure. Investors may want to watch for updates on price, structure and any plans for integrating Tenstorrent&#8217;s technology with Qualcomm&#8217;s existing platforms, as these details will influence execution risk and potential benefits.<\/p>\n<p class=\"yf-1fy9kyt\"><strong>Wall Street&#8217;s queuing for one rocket.<\/strong> While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. \u2192 <a href=\"https:\/\/simplywall.st\/community\/users\/c0ynlkvu\/watchlists\/ymxcqml5?utm_medium=finance_user&amp;utm_campaign=spacex_ipo_cta&amp;utm_source=yahoo&amp;blueprint=4626541\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:20 Compelling Space Companies;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;20 Compelling Space Companies&quot;}\" class=\"link \">20 Compelling Space Companies<\/a> watchlist \u00b7 <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/488070\/global-space-race-stocks\/global?utm_medium=finance_user&amp;utm_campaign=spacex_ipo_cta&amp;utm_source=yahoo&amp;blueprint=4626541\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Global Space Race Investing Ideas;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Global Space Race Investing Ideas&quot;}\" class=\"link \">Global Space Race Investing Ideas<\/a> screener \u00b7 Scan the sector by valuation on <a href=\"https:\/\/www.simplywall.st\/company\/id\/ac2ccdcd-9097-473d-93ad-24f7ece592b7\/valuation?utm_medium=finance_user&amp;utm_campaign=spacex_ipo_cta&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Rocket Lab&#039;s valuation page;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Rocket Lab&#039;&quot;}\" class=\"link \">Rocket Lab&#8217;s valuation page<\/a>.<\/p>\n<p>    <a href=\"https:\/\/www.simplywall.st\/company\/id\/f799d25e-6847-4f9e-864c-449def900423?utm_medium=finance_user&amp;utm_campaign=infographic&amp;utm_source=yahoo\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/ie\/wp-content\/uploads\/2026\/06\/8065d07e2de4775cea5eee591ef762dd.png\" alt=\"NasdaqGS:QCOM Earnings &amp; Revenue Growth as at Jun 2026\" loading=\"eager\" height=\"613\" width=\"960\" class=\"yf-lglytj  loaded\"\/><\/a> NasdaqGS:QCOM Earnings &amp; Revenue Growth as at Jun 2026      <\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/www.simplywall.st\/company\/id\/f799d25e-6847-4f9e-864c-449def900423?utm_medium=finance_user&amp;utm_campaign=cta_news_hidden_strengths&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:3 things going right for QUALCOMM that this headline doesn&#039;t cover.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;3 things going right for QUALCOMM that this headline doesn&#039;&quot;}\" class=\"link \">3 things going right for QUALCOMM that this headline doesn&#8217;t cover.<\/a><\/p>\n<p>      Quick Assessment    <\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><strong>\u274c Price vs Analyst Target<\/strong>: At US$220.81, QCOM trades about 21% above the US$182.74 analyst price target.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><strong>\u274c Simply Wall St Valuation<\/strong>: Shares are trading 44.8% above Simply Wall St&#8217;s estimated fair value, indicating an overvalued status.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><strong>\u2705 Recent Momentum<\/strong>: The stock is up 9.6% over the last 30 days, showing solid short term momentum.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\">There&#8217;s only one way to know the right time to buy, sell or hold QUALCOMM. Head to Simply Wall St&#8217;s <a href=\"https:\/\/www.simplywall.st\/company\/id\/f799d25e-6847-4f9e-864c-449def900423\/valuation?utm_medium=finance_user&amp;utm_campaign=cta_news_fair_value&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:company report for the latest analysis of QUALCOMM&#039;s Fair Value;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;company report for the latest analysis of QUALCOMM&#039;&quot;}\" class=\"link \">company report for the latest analysis of QUALCOMM&#8217;s Fair Value<\/a>.<\/p>\n<p>      Key Considerations     <\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">\ud83d\udcca A US$8b to US$10b Tenstorrent deal would tilt QCOM further toward AI and data center hardware. This could change how you think about its earnings mix over time.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">\ud83d\udcca Watch any disclosed deal price, expected closing timeline and comments on how Tenstorrent would slot into QCOM&#8217;s existing AI road map.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">\u26a0\ufe0f With the stock already trading above both analyst targets and fair value estimates, execution risk on a large acquisition becomes more important.<\/p>\n<\/li>\n<\/ul>\n<p>       Dig Deeper   <\/p>\n<p class=\"yf-1fy9kyt\">For the full picture including more risks and rewards, check out the <a href=\"https:\/\/www.simplywall.st\/company\/id\/f799d25e-6847-4f9e-864c-449def900423?utm_medium=finance_user&amp;utm_campaign=cta_news_deeper_analysis&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:complete QUALCOMM analysis;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;complete QUALCOMM analysis&quot;}\" class=\"link \">complete QUALCOMM analysis<\/a>. Alternatively, you can check out the <a href=\"https:\/\/simplywall.st\/community\/narratives?utm_medium=finance_user&amp;utm_campaign=cta_news_deeper_analysis&amp;utm_source=yahoo&amp;blueprint=4626541\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:community page for QUALCOMM;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;community page for QUALCOMM&quot;}\" class=\"link \">community page for QUALCOMM<\/a> to see how other investors believe this latest news will impact the company&#8217;s narrative.<\/p>\n<p class=\"yf-1fy9kyt\"> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.<\/strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n<p class=\"yf-1fy9kyt\">Companies discussed in this article include <a href=\"https:\/\/finance.yahoo.com\/quote\/QCOM\" data-ylk=\"slk:QCOM;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;QCOM&quot;}\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">QCOM<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\"><strong>Have feedback on this article? Concerned about the content? <a href=\"https:\/\/investor-research.typeform.com\/to\/wvg6MFri#feedback_token=NDYyNjU0MTo2MDFmODQ5MTc3YmEwYzU0&amp;company=NasdaqGS:QCOM&amp;blueprintid=4626541\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Get in touch;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Get in touch&quot;}\" class=\"link \">Get in touch<\/a> with us directly.<\/strong> Alternatively, email <a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NasdaqGS%3AQCOM%20(yahoo)%20from%2016th%20June%202026\" data-ylk=\"slk:editorial-team@simplywallst.com;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;editorial-team@simplywallst.com&quot;}\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St&#8217;s investing ideas for&hellip;\n","protected":false},"author":2,"featured_media":522061,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,45262,289,290,18,25947,19,17,15567,82,230964],"class_list":["post-537473","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-accelerators","tag-artificial-intelligence","tag-artificialintelligence","tag-eire","tag-fair-value","tag-ie","tag-ireland","tag-qualcomm","tag-technology","tag-tenstorrent"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116758237112788429","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/537473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=537473"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/537473\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/522061"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=537473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=537473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=537473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}