QCOM · News · 20261105N
AI Data Center Products
QUALCOMM INC/DE · 2026-11-05 · Importance 75 · Surprise 60 · In source text
Qualcomm’s chief executive said data-center revenue should reach $5 billion in fiscal 2027, beginning with more than $650 million in the December quarter. The business is expected to exit fiscal 2027 at a $7 billion annualized revenue rate. These reported targets indicate an intended expansion beyond the smartphone market, although the digest provides no named data-center customer or product detail in this passage.
Key facts
- CEO Cristiano Amon said data center revenue should reach $5 billion in fiscal 2027, starting with more than $650 million in the December quarter, and the business is expected to exit fiscal 2027 at a $7 billion annualized rate. source
- Management expected Qualcomm data center revenue to exceed $650 million in the December quarter, reach $5 billion in FY27, and exit FY27 at an approximately $7 billion annualized run rate. source
- Qualcomm projects $5 billion in data center sales by fiscal 2027. source
- Qualcomm announced a partnership with Amazon for AI data center products. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | CEO Cristiano Amon said data center revenue should reach $5 billion in fiscal 2027, starting with more than $650 million in the December… |
| revenue | positive | committed | — | CEO Cristiano Amon said data center revenue should reach $5 billion in fiscal 2027, starting with more than $650 million in the December… |
| revenue | positive | contingent | — | Qualcomm announced a partnership with Amazon for AI data center products. |