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Qualcomm bets on data-center AI chips as smartphone sales decline

1 reports1 sources11/4/2026 updated

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Qualcomm said on its Q4 2026 earnings call that smartphone sales fell about 20% from 2025 and that it is shifting toward data-center AI chips to offset the decline, with the division eventually expected to represent roughly 30% of its business. On the same call, Qualcomm projected data-center revenue of about $650 million for the first quarter of 2027, $5 billion by the end of 2027, and $15 billion by 2029. The company cited partnerships with Amazon and Meta. Qualcomm characterized these revenue targets as forward-looking financial forecasts.

Written with AI from the reporting · updated 11/5/2026

Latest developmentNov 5, 06:42
Qualcomm Bets Big on Data Center Chips as Smartphone Sales Sink
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  1. 1Unclassified fact stationNov 5, 06:49single sourcereport-time onlyrevised

    高通押注数据中心芯片，智能手机销售下滑

    Read original source ↗ The Verge · AIReplay this moment in the explorer
    Evidence & revisions · 1 source records
    Subject：
    高通（Qualcomm）
    Action：
    在 Q4 2026 财报电话会议上宣布押注数据中心 AI 芯片业务，预计该部分最终占公司业务约 30%
    Object：
    数据中心芯片
    Occurred (fact side)：
    not recorded
    The Verge · AI ↗Report pageRevision 2 · currently revised
    Published (valid side)：
    Nov 5, 06:42
    First seen (known side)：
    Nov 5, 06:49
    Fact stationSingle source · one-sided claimRevisedReport-time only

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Nov 5
  1. The Verge · AISelectedRelated fact: single sourceFact occurrence time unverifiedSource report revised
    Qualcomm Bets Big on Data Center Chips as Smartphone Sales Sink

    Report first recorded Nov 5, 06:49

    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.

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