Qualcomm is evolving into an AI data center platform company

“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.”

“We're 'very confident' we'll start to see data center revenue in 2027”

“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”

“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”

“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”