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Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
June 24 : Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips.Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foot
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economictimes.indiatimes.com
AI chip startup: Qualcomm nearing deal for AI chip startup Modular: report - The Economic Times
A global supplier of smartphone chips, Qualcomm has been working to reduce its reliance on the volatile handset market by branching out into fast-growing areas like data…
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forbes.com
Qualcomm Lays Out New Data Center Roadmap For AI; Meta Buys It
Qualcomm revealed its ambitious data center roadmap at Investor Day, securing a pivotal multi-year agreement with Meta to deploy its advanced technologies.
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Qualcomm to buy AI startup Modular for $4 billion in AI software push - The Economic Times
Qualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabilities for running AI models across…
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cnbc.com
Qualcomm inks deal for AI startup Modular to bolster software stack, data center buildout
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
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channelnewsasia.com
Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
June 24 : Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for…
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Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
June 24 : Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers."The San…
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Qualcomm says Microsoft, Meta will use its new AI chips
June 24 : Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers."The San…
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Qualcomm announces AI data center CPU, signs Meta as first major customer
Qualcomm's primary business has been smartphones, which accounted for two-thirds of the company's product revenue in it's most recent quarter.
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cryptobriefing.com
Qualcomm secures Meta as customer for new AI data center processor
Qualcomm's Dragonfly C1000 chip lands Meta as a data center customer, but a 2028 ship date and a 7% stock drop signal investor skepticism about the
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morningstar.com
Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio
Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio
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Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5…
Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5 Years
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Qualcomm targets $15B in data center revenue by 2029 as investor day maps life beyond mobile
Qualcomm targets $15B in data center revenue by FY29, up from $0.3B today, while its auto pipeline hits $65B. Here's what the numbers actually mean.
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asia.nikkei.com
Qualcomm to design China-specific data center chip to comply with US export controls
CEO says every AI foundational model company in China are customers
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Qualcomm secures Meta as first Big Tech customer for data center chips
Qualcomm announces Meta as first Big Tech customer for its Dragonfly C1000 data center CPU, targeting agentic AI workloads with production starting in 2028.
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Qualcomm stock soars as Wall Street reacts to strong numbers
Qualcomm stock surged over 13% after doubling its non-handset revenue target to $40 billion by fiscal 2029, with $15 billion expected from AI data centers.
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Qualcomm to design China-specific data center chip in line with US export curbs
CEO says new semiconductor will help ease global memory shortage
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AI chips: Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar - The Economic Times
Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $22 billion, and with handsets only…
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valor.globo.com
Qualcomm projeta chip para data center exclusivo para China, em linha com regras dos EUA
Qualcomm projeta chip para data center exclusivo para China, em linha com regras dos EUA
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cryptonomist.ch
Strategia Qualcomm per data center: obiettivi ambiziosi
Qualcomm punta a oltre 15 miliardi di dollari dai data center entro 2029, una strategia innovativa che cambia le dinamiche del mercato.
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the-decoder.com
Qualcomm enters the data center market with its own processor
Qualcomm is pushing further into the data center market with a new processor called the Dragonfly C1000.