The Verge · AI· Terrence O’Brien·· 21h agoSelected
Qualcomm Bets Big on Data Center Chips as Smartphone Sales Sink
Original source: The Verge · AIRead original
AI brief
Qualcomm said on its Q4 2026 earnings call that smartphone sales fell about 20% versus 2025, and it is turning to AI data center chips to boost results. The company forecasts roughly $650 million in data center revenue in Q1 2027, $5 billion by end-2027 and $15 billion by 2029, with data centers eventually accounting for around 30% of its business. It has partnered with Amazon and Meta.
Why it matters
Qualcomm is a major mobile chip supplier, and its shift to AI data center chips with concrete revenue forecasts is relevant to the semiconductor industry and AI infrastructure investment.
- Who
- Qualcomm
- What
- Qualcomm is betting big on data centers as smartphone sales sink
Source: The Verge · AI · theverge.com
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