2 months ago
10
James Brumley, The Motley Fool
Thu, July 23, 2026 astatine 7:00 AM CDT 5 min read
Since the advent of modern-day artificial quality platforms, Nvidia (NASDAQ: NVDA) has been the spot supplier of prime acknowledgment to its dominance successful information halfway graphics processing units (GPUs). Even computing powerhouses similar Intel and Advanced Micro Devices were connected the fringe of the market. Mobile processor shaper Qualcomm (NASDAQ: QCOM) wasn't adjacent portion of the discussion.
Now, that's changing. The often-overlooked mobile exertion sanction precocious inked deals to proviso 3 hyperscalers -- including Microsoft (NASDAQ: MSFT) and Facebook genitor Meta Platforms (NASDAQ: META) -- with artificial quality (AI) processing chips. All told, Qualcomm expects to bash astatine slightest $15 cardinal worthy of information halfway concern successful its fiscal 2029, up from nary a twelvemonth ago. For position connected that figure, the institution reported gross of $44.3 cardinal for its fiscal 2025, which ended successful September.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
Qualcomm's budding beingness successful the AI information center business is not lone undeniable, but meaningful.
It's besides an accidental for volatility-tolerant investors.
Qualcomm makes a well-deserved splash
It shouldn't travel arsenic a implicit surprise. Qualcomm has been alluding to this adjacent improvement of its high-performance, energy-efficient mobile processing tech (you've astir apt heard of its fashionable Snapdragon processor) for immoderate clip now. However, it plainly confirmed its plans to participate the AI information halfway concern successful October of past year, erstwhile it "announced the motorboat of its next-generation AI inference-optimized solutions for information centers: the Qualcomm AI200 and AI250 chip-based accelerator cards, and racks." It past expanded its AI portfolio past month, introducing the Dragonfly AI300 inference accelerator, which was designed with agentic AI successful mind.
That's besides erstwhile the institution confirmed that its Dragonfly C1000 information halfway cardinal processing portion (CPU) volition "power Meta's next-generation server fleet, underscoring the increasing value of high-performance, power-efficient compute successful large-scale scale-out environments" arsenic portion of a multi-generation collaboration. Microsoft's Azure unreality computing platform, successful the meantime, volition utilize Qualcomm's HBC (high-bandwidth compute) chips alongside the AI200 and AI250 opening adjacent year, arsenic the operation of this hardware becomes disposable astatine scale.
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