Qualcomm leans on AI data centers as phone chip sales slump

Qualcomm's pivot signals intensifying competition in AI data center silicon beyond Nvidia.

With smartphone chip sales missing estimates and shares falling, Qualcomm laid out Q4 2026 plans to expand into AI data centers via partnerships including Amazon, while pitching its Cloud AI 100 Ultra 150W accelerator.

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Read it at The Verge → 💬 53 on HN

Coverage: 4 sources, in order

1. 04 Nov 19:55 Hacker News Read the article →
2. 04 Nov 22:42 The Verge Read the article →
3. 05 Nov 02:43 The Economic Times Read the article →
4. 05 Nov 03:39 DigiTimes Asia Read the article →

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