QCOM · News · 20260923N

AI PC Partnership Expansion

QUALCOMM INC/DE · 2026-09-23 · Importance 31 · Surprise 42 · In source text

Qualcomm is collaborating with Google and Microsoft on Snapdragon-powered personal computers. Dell and HP are expected to use Snapdragon X Elite in new Googlebook laptops, providing AI capabilities, native Android application support, and gaming performance. Microsoft’s latest Surface Pro 12-inch and Surface Laptop 13-inch devices use Snapdragon X2 Plus, emphasizing battery efficiency, graphics, and AI performance, with availability beginning October 13.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable—Qualcomm is collaborating with Google and Microsoft to integrate its Snapdragon X Elite chip into new Googlebook laptops from Dell and HP,…
revenuepositivecommitted—Surface products featuring Qualcomm's Snapdragon chips are available starting October 13.