高通押注AI数据中心芯片业务 预计占总营收30%
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2026年11月5日，高通宣布大力拓展AI数据中心业务。受智能手机销量同比下滑约20%的影响，高通寻求业务转型，通过与Amazon和Meta等科技公司展开合作切入算力市场。高通预计，数据中心芯片业务最终将占其总业务的30%左右。在财务预期方面，高通预测2027年第一季度数据中心收入约为6.5亿美元，到2027年底将达到50亿美元，并预计在2029年达到150亿美元规模。
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- The Verge · AI 筛选SelectedAmid Smartphone Slump, Qualcomm Projects Data Center Chips to Account for 30% of Future Revenue
Qualcomm has announced a major bet on the AI data center business, projecting that data center chips will eventually account for roughly 30% of its total revenue. Facing a year-over-year decline of about 20% in smartphone sales, Qualcomm is expanding into the compute market through partnerships with companies such as Amazon and Meta, forecasting data center revenue of approximately $650 million in Q1 2027, $5 billion by the end of 2027, and $15 billion by 2029.
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