高通豪赌数据中心，期望 AI 芯片业务占比达 30%
高通预测 2027 年数据中心收入将达 5b 美元， 2029 年达 15b 美元，以此来弥补智能手机销售下滑的影响，目标是数据中心业务占比达到 30%。
qualcomm is diversifying its business into data centers as smartphone sales decline. during its q4 2026 earnings call, the company announced plans to grow its data center business through partnerships with amazon and meta. qualcomm forecasts $650 million in data center revenue in the first quarter of 2027, with projections reaching $5 billion by the end of 2027 and $15 billion by 2029. this growth would account for a significant share of its earnings, with data centers eventually making up around 30% of its business. this move comes as smartphone sales tanked by around 20 percent compared to 2025.