Qualcomm expects $15B in data center chip sales by 2029, raises its non-handset chip revenue forecast to $40B by 2029, up from $22B; QCOM jumps 13%+ after hours
THE SO WHAT
Qualcomm projecting $15B in data center chip sales and nearly doubling its non‑handset forecast to $40B by 2029 shows hyperscalers and enterprises want ARM‑based and AI‑optimized alternatives. If you’re planning server refreshes from 2027 onward, start testing on non‑x86, non‑GPU architectures now so you’re not locked into a single vendor cost curve.
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