QCOM · News · 20260825N

AI Infrastructure Positioning

QUALCOMM INC/DE · 2026-08-25 · Importance 100 · Surprise 100

Qualcomm is pursuing data-center and AI silicon opportunities through hyperscaler custom-silicon wins and a reported deal with Meta Platforms. The article said data-center revenue could reach $5 billion in fiscal 2027, while non-handset revenue is projected to grow more than 60%. The strategy is particularly important as Qualcomm’s modem contract with Apple is expected to expire in March 2027.

Key facts

• Sound Shore Management highlighted QUALCOMM Incorporated as a key contributor to its Q2 2026 portfolio gains, citing the AI wave as a major factor. source