Qualcomm Ignites AI Data Center Race with New Chips, Stock Soars
( ??? sorry for the errors / incomplete post >>> SI did not permit edits as normal)
Thought this was an Interesting article way below.
This ties into QCOMs data center push along with some remarks at the UBS conference yesterday (no transcript yet, but below is Copilots summary)
Also, re: the 2029 $22B target- per Cppilot >
Direct Answer: Cristiano Amon did explicitly address the $22B non-handset revenue target at the UBS Global Technology and AI Conference 2025. His quote was:
“We had guided to reaching $22 billion in annual revenues from new markets by fiscal 2029. With the acceleration we’re seeing in data center AI and PCs, we now expect to achieve that milestone in fiscal 2028.”
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Article Snips>>>>>>>>>>
+ Qualcomm ( NASDAQ: QCOM) has made a definitive and impactful entry into the burgeoning artificial intelligence (AI) data center market, unveiling its next-generation AI inference-optimized solutions that sent its stock soaring by nearly 20% on October 27, 2025
+ its new Qualcomm AI200 and Qualcomm AI250 chips. The AI200 is slated for commercial availability in 2026, while the more advanced AI250 is expected to follow in 2027. The AI250, in particular, boasts an innovative near-memory computing architecture, which Qualcomm claims delivers over ten times the
effective memory bandwidth of competing solutions, all while consuming significantly less power—a critical factor in data center operations.
+ Long-term possibilities include Qualcomm establishing itself as a dominant force in AI inference, potentially leading to a more balanced market share distribution among AI chip providers. This could open up new strategic pivots, such as expanding into training workloads or developing more integrated AI-on-chip solutions that span from edge devices to the cloud. .......Potential scenarios range from Qualcomm becoming a major, enduring player in AI data centers to facing significant headwinds if its solutions fail to gain widespread adoption or if competitors innovate faster.
Note, the article mentions Qualcomm's shares close up 19.2% at $201.41, which is incorrect. QCOM closed ~ $188
12 03 25r1 – QCOM SP 10/27/25
QUALCOMM Incorporated Common Stock (QCOM) Historical Data | Nasdaq
Qualcomm Ignites AI Data Center Race with New Chips, Stock Soars
By: MarketMinute
Qualcomm Ignites AI Data Center Race with New Chips, Stock Soars
October 27, 2025 at 11:11 AM EDT
Qualcomm Ignites AI Data Center Race with New Chips, Stock Soars
+ Long-term possibilities include Qualcomm establishing itself as a dominant force in AI inference, potentially leading to a more balanced market share distribution among AI chip providers. This could open up new strategic pivots, such as expanding into training workloads or developing more integrated AI-on-chip solutions that span from edge devices to the cloud. .......Potential scenarios range from Qualcomm becoming a major, enduring player in AI data centers to facing significant headwinds if its solutions fail to gain widespread adoption or if competitors innovate faster.
Note, the article mentions Qualcomm's shares close up 19.2% at $201.41, which is incorrect. QCOM closed ~ $188
12 03 25r1 – QCOM SP 10/27/25
QUALCOMM Incorporated Common Stock (QCOM) Historical Data | Nasdaq |
