Qualcomm (QCOM) Goldman Sachs Communacopia + Technology Conference 2026 summary
Category: Business
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Announced a landmark multi-year custom silicon and optical connectivity agreement with Amazon, including warrants tied to up to $60 billion in purchases over 10 years, with revenue starting in the December quarter.
Targets $5 billion in data center revenue for fiscal 2027 and $15 billion by fiscal 2029, with high confidence due to current engagements and production ramp.
Engaged with another global hyperscaler and Meta for CPU solutions, expanding beyond Amazon.
Transitioning from chip sales to modules and SiPs in automotive and wearables to drive content growth and integration.
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