Qualcomm bets on AI data centers, expects the segment to reach about 30% of its business
What happened
Qualcomm said on its fiscal Q4 2026 earnings call that data center chips will eventually make up about 30% of its business, according to a November 5 report. The report said smartphone sales fell about 20% from 2025, and Qualcomm is entering the AI data center market through partnerships with Amazon, Meta and others. The company expects data center revenue of about $650 million in Q1 2027, $5 billion by the end of 2027 and $15 billion by 2029. These are company projections, not results already achieved.
Written by AI from the coverage · updated 30 minutes ago
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- The Verge · AIQualcomm is betting big on data centers as smartphone sales sink
高通在2026财年Q4财报电话会上表示，数据中心芯片最终将占其业务约30%，并预计2027年Q1数据中心营收约6.5亿美元、2027年底达50亿美元、2029年达150亿美元。由于智能手机销量较2025年下滑约20%，高通正通过与Amazon、Meta等公司的合作切入AI数据中心市场。
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