Qualcomm ASIC potential customer in Anthropic; analyst exploring thesis that large AI companies buying custom chips could drive new revenue for Qualcomm.
Anthropic considering alternative AI chips (Maia, custom options) opens Qualcomm as potential beneficiary; analyst musing on business model fit.
I used to think that even if Qualcomm built an ASIC, who would actually buy it? Well, maybe Anthropic would.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +11.6% | +11.2% |
| 1 week | +14.0% | +12.4% |
| 1 month | +4.0% | +3.8% |
| 3 months | — | — |
| 6 months | — | — |