高通豪賭數據中心，期望 AI 晶片業務占比達 30%
高通預測 2027 年數據中心收入將達 5b 美元， 2029 年達 15b 美元，以此來彌補智能手機銷售下滑的影響，目標是數據中心業務占比達到 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.