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Qualcomm’s AI Inference Play | Business and Finance News
Description
AI chips are heating up, and while Nvidia and Broadcom dominate headlines, Qualcomm is quietly making waves with its bold move into inference-focused data center chips. With inference expected to drive two-thirds of AI computing by year’s end, Qualcomm is capitalizing on the shift—projecting $15 billion in data center revenue by 2029. Already locked in with Meta for a multi-generational partnership, and with other major clients lined up, Qualcomm’s CEO envisions earnings soaring past $18 per share. At a more attractive valuation than its rivals, Qualcomm could be the next big bet in the AI inference boom.
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