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tz-plus logo Qualcomm: Edge AI Specialist Sees Data Centers as New Multi-Billion Opportunity – Talks with Hyperscaler!

A. Zehetner
Reading Time: 4 minutes

The diversification strategy is making progress with a $1 billion milestone in the automotive business and a booming XR market thanks to AI glasses. Premium Android smartphones for AI applications with globally increasing acceptance. The core business is performing better than expected without Apple. Qualcomm aims to bring new architectures to data centers. AI accelerators AI200 and AI250 already secured a 200 MW contract from HUMAIN, with opportunities arising from talks with hyperscalers. With a P/E ratio of under 15, the valuation...

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