Qualcomm (QCOM) is analyzed for its ambitious pivot into the AI data center market, with a target of $15 billion by 2029, showing significant growth in automotive and IoT segments.
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Qualcomm's AI Revolution: 15B Data Center Target & Meta Deal! | QCOM Stock Analysis
Jun 25, 2026
This podcast episode analyzes Qualcomm's (QCOM) ambitious pivot into the AI data center market, aiming for $15 billion in revenue by 2029. Despite skepticism about the transformation's feasibility, the analysis highlights significant growth in their automotive and IoT segments as evidence of their potential to move beyond traditional smartphone chips.
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