Data center revenue will start flowing in 2027

“CEO Cristiano Amon framed the shift as Qualcomm's "next chapter," saying the company is accelerating its edge diversification strategy, introducing a roadmap for next-generation AI data…”

“Amon explains how AI agents could change the way people interact with their devices, why apps may evolve rather than disappear and how chips will need to adapt for the next era of computing.”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”

“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”