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Qualcomm unveils AI chip, signs Meta as first customer

Qualcomm shares soared 15% after the company nearly doubled its 2029 non-handset revenue projection to $40 billion, significantly exceeding prior estimates.

Raccontata dadatacenterdynamics.comforbes.comthenextweb.comchannelnewsasia.comcnbc.comcryptobriefing.commorningstar.comsiliconangle.comeconomictimes.indiatimes.comnewsbytesapp.com

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AI · summaries
newsbytesapp.comStai leggendo26 g fa

Qualcomm unveils AI chip, signs Meta as first customer

Qualcomm shares soared 15% after the company nearly doubled its 2029 non-handset revenue projection to $40 billion, significantly exceeding prior estimates.

originale

Timeline cronologica

  1. mercoledì 24 giugno 2026·datacenterdynamics.com

    Qualcomm unveils three new data center solutions including Qualcomm Dragonfly C1000 CPU, set to be deployed by Meta

    Company also debuted the Qualcomm High Bandwidth Compute and the Qualcomm Dragonfly AI300 inference accelerator

  2. mercoledì 24 giugno 2026·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.

cryptobriefing.com
27 g fa

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

Leggi questa versione → originale
cnbc.com27 g fa

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.

Leggi questa versione → originale
thenextweb.com27 g fa

Qualcomm lands Meta as first named customer for its Dragonfly data centre chips

Qualcomm unveiled its Dragonfly C1000 data centre chip with Meta as its first named customer and confirmed its $3.9 billion acquisition of AI startup Modular.

Leggi questa versione → originale
benzinga.com26 g fa

Why Is Qualcomm Stock Soaring Thursday? - Qualcomm (NASDAQ:QCOM)

QCOM stock surges as Qualcomm targets $15B in data center AI revenue by FY29 and signs a major server CPU deal with Meta.

Leggi questa versione → originale
forbes.com28 g fa

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.

Leggi questa versione → originale
  • mercoledì 24 giugno 2026·thenextweb.com

    Qualcomm lands Meta as first named customer for its Dragonfly data centre chips

    Qualcomm unveiled its Dragonfly C1000 data centre chip with Meta as its first named customer and confirmed its $3.9 billion acquisition of AI startup Modular.

  • mercoledì 24 giugno 2026·channelnewsasia.com

    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…

  • mercoledì 24 giugno 2026·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…

  • mercoledì 24 giugno 2026·channelnewsasia.com

    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…

  • mercoledì 24 giugno 2026·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.

  • mercoledì 24 giugno 2026·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

  • mercoledì 24 giugno 2026·morningstar.com

    Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs

    Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs

  • mercoledì 24 giugno 2026·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

  • mercoledì 24 giugno 2026·cryptobriefing.com

    Meta CEO confirms multi-generation processor deal with Qualcomm

    Meta CEO confirms multi-generation processor deal with Qualcomm for custom Snapdragon chips powering XR hardware and AI, alongside similar agreements with

  • mercoledì 24 giugno 2026·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.

  • mercoledì 24 giugno 2026·cryptobriefing.com

    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.

  • giovedì 25 giugno 2026·cryptobriefing.com

    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.

  • giovedì 25 giugno 2026·siliconangle.com

    Qualcomm shares jump 14% on Modular acquisition, guidance upgrade - SiliconANGLE

    Qualcomm shares jump 14% on Modular acquisition, guidance upgrade - SiliconANGLE

  • giovedì 25 giugno 2026·channelnewsasia.com

    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…

  • giovedì 25 giugno 2026·forbes.com

    Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy

    Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU challenge NVIDIA in AI inference.

  • giovedì 25 giugno 2026·economictimes.indiatimes.com

    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…

  • giovedì 25 giugno 2026·newsbytesapp.com

    Qualcomm unveils AI chip, signs Meta as first customer

    Qualcomm shares soared 15% after the company nearly doubled its 2029 non-handset revenue projection to $40 billion, significantly exceeding prior estimates.

  • giovedì 25 giugno 2026·cryptobriefing.com

    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