QCOM · News · 20261030N
Data Center Revenue Outlook
QUALCOMM INC/DE · 2026-10-30 · Importance 68 · Surprise 42 · In source text
Qualcomm is expanding into the data center business with AI accelerators aimed at the AI inference market, which the report describes as dominated by Nvidia. It has commercial relationships with HUMAIN, Amazon, and Meta. Qualcomm is targeting more than $15 billion in data center AI chip revenue by fiscal 2029.
Key facts
- Qualcomm is aiming for over $15 billion in data center AI chip revenue by fiscal 2029. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Qualcomm is aiming for over $15 billion in data center AI chip revenue by fiscal 2029. |