Making AI Headlines · Page 8
Qualcomm Looks Beyond the Pocket for Its Next Chip Business
· New York time
Qualcomm is looking to AI data centers as smartphone sales fall around 20 percent compared with 2025, according to The Verge. On its Q4 2026 earnings call, the company outlined plans to enter the data center business through partnerships, including previously announced arrangements with Amazon and Meta. For a company closely associated with phone chips, the move points toward a different part of the computing market. Instead of focusing only on devices people carry, Qualcomm wants a role in the facilities that run AI services. Partnerships are central to the plan described on the call. The shift is a business response to a weaker smartphone market, not proof that data center sales have already replaced the lost phone business. Building a position in that market will depend on customers, products and competition as well as the ambition announced to investors. The change also makes for a neat reversal. Qualcomm helped make powerful computing fit in a pocket; now it is emphasizing rooms full of equipment. The pocket has not disappeared, but the company would like some of its next opportunities to come with a much larger floor plan.
Read this story in the full newspaper →Satire. Not factual reporting. Read the original reporting from the linked publishers.