Qualcomm Projects Data Center Chip Sales of $15 Billion by 2029 - Bloomberg

Qualcomm's latest projection indicates that its data center chip sales will reach $15 billion by 2029, reflecting the strong growth momentum in the semiconductor industry's AI and data center sectors.... Read original →

Qualcomm’s data center bet signals ARM’s full-scale assault on x86’s dominance in general-purpose computing. This move will force co-evolution across memory subsystems, high-speed interconnects, and thermal solutions—particularly accelerating CXL and chiplet adoption. On compliance, U.S. export controls on advanced semiconductor tools to China are inflating supply chain costs; overreliance on TSMC (Taiwan, China) for sub-7nm nodes introduces geopolitical delivery risks. Facing NVIDIA’s CUDA moat and AMD’s MI300 energy-efficiency gains, Qualcomm must leverage 5G/6G infrastructure synergy and custom IP to carve differentiation. Within 18 months, the industry will shift from ARM server ‘proof-of-concept’ to ‘scale replacement’—yet software stack maturity remains the critical bottleneck. Without a developer-friendly toolchain by 2027, the $15B target is unlikely to materialize.