Qualcomm Investor Day 2026: The $15B Data Center AI Master Plan
About this episode
The episode discusses Qualcomm's strategic shift towards AI infrastructure and data centers, highlighted by new product launches and revenue projections.
Qualcomm Investor Day 2026 marked a major shift for the company, from its mobile-centric past toward a broader compute, AI infrastructure and data center silicon company, highlighted by the debut of its Dragonfly C1000 server CPU and the $3.9B acquisition of Modular Inc. It also raised long-term revenue targets—especially in data center, automotive, and IoT—while naming Meta as its first major customer for C1000 and projecting non-handset revenue to more than double by 2029. Dave, Jim and Marco were at the event and squeezed in a concise discussion between meetings. We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web. Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry. The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and…
People in this episode
Hosts: Dave, Jim, Marco
Topics covered
- Qualcomm
- AI infrastructure
- data center
- technology trends
- business strategy
Keywords
- Qualcomm
- data center
- AI
- Dragonfly C1000
- Modular Inc.
- Meta
- technology
Mentioned in this episode
Organizations: Qualcomm, Modular Inc., Meta
Products: Dragonfly C1000
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