QCOM: Landmark Amazon deal and AI innovation drive strong growth across data center, auto, and edge
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A landmark multi-year deal with Amazon anchors a diversified growth strategy across data center, automotive, and edge devices, with ambitious revenue targets and new AI technologies driving expansion. Margin improvements are expected as scale and product mix evolve.
Based on QUALCOMM Incorporated [QCOM] Goldman Sachs Communacopia + Technology Conference 2026 Audio Transcript — Sep. 8 2026
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