English(EN) Qualcomm is betting big on data centers as smartphone sales sink

Qualcomm 智能手机销量下滑，转向数据中心，目标 2029 年达到 150 亿美元

作者 PulseAugur 编辑部 · [1 个来源] · 2026-11-04 22:42

随着智能手机销量的下降，Qualcomm 正在将重心转向数据中心市场。该公司旨在大幅发展其数据中心业务，预计未来几年收入将大幅增长。这一战略转变包括与 Amazon 和 Meta 等主要科技公司建立合作关系，数据中心预计将最终构成 Qualcomm 总收入的重要组成部分。 AI

影响 Qualcomm 的这一战略转变表明数据中心对人工智能基础设施和专用硬件的需求日益增长，可能影响芯片市场动态。

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The Verge — AI TIER_1 English(EN) · Terrence O’Brien · 2026-11-04 22:42

Qualcomm is betting big on data centers as smartphone sales sink

With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with comp…