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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 making up a third of its chip revenue by then.
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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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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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cnbc.com
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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morningstar.com
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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cryptobriefing.com
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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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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asia.nikkei.com
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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Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
June 24 : Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life…
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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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asiabusinessoutlook.com
Micron & Qualcomm Forecasts Trigger $400 Billion AI Chip Stock Rally
Micron and Qualcomm's strong forecasts spark a $400 billion AI chip rally as demand for AI hardware, HBM memory, and data center infrastructure remains robust.
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Micron and Qualcomm forecasts drive $400B AI chip stock rally
Micron and Qualcomm earnings sparked a $400 billion AI chip stock rally, with $22 billion in customer commitments and sold-out memory supply fueling
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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.