
Durga Prasad Malladi
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Sep 24, 2026
Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO
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1:59Austin LyonsHOST
But also then tell us, what is this HBC? And how is it different from what others are doing?

Durga MalladiGUEST
So when we re-entered the business, data center business last year, and I actually ran it for one year like last year.

Durga MalladiGUEST
One of the things that we really focused on is, you're absolutely right, there's a lot of players already in the market and they have some pretty incredible solutions already.

Durga MalladiGUEST
So it wasn't one of those moments where we said, okay, let's also jump into the fray and it's not like a me too moment or anything of that sort, but it was like, What is it that is going to be differentiating us from the rest of the ecosystem there? And what is a really good, tough problem that we really want to solve because that actually gives us the benefit of, okay, that is different.

Durga MalladiGUEST
And we latched on to the fact that And we had an R&D project that was running internally for a while on what is called as near-memory computing.
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14:00Austin LyonsHOST
So again, just for everyone, can you remind us again why that HPC in the stacking is 18x the bandwidth as compared to in the 200, where presumably the LPDDR is a little
6G is More Than Just Speed –Qualcomm’s AI-native Blueprint from Edge to Cloud
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Durga MalladiGUEST
At the same time that 5G launches were occurring, there was something else that was happening in parallel.

Durga MalladiGUEST
And that is an AI technology that was expanding dramatically and fast moving pace concurrently with the 5G deployments.

Durga MalladiGUEST
So at the time 5G launches were occurring, there was a second transformer network.

Durga MalladiGUEST
Fast forward about two, three years later when GPT was becoming mainstream, and we invested heavily in compute.

Durga MalladiGUEST
We've been doing that for a while, but we really invested heavily in compute, specifically focusing on AI inference at the edge, all kinds of devices, while continuing to march on 5G as well.
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