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Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers

Qualcomm has launched a line of AI data center chips and systems under the Dragonfly portfolio. The company secured a multi-generation agreement with Meta to develop advanced CPUs. Microsoft is also identified as an early customer as Qualcomm seeks to reduce its reliance on smartphone revenue.

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What changed

Qualcomm unveiled its Dragonfly data center roadmap and announced Meta as a major customer.

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  1. Qualcomm Enters AI Data Center Market with Meta and Microsoft

    Qualcomm has launched a line of AI data center chips and systems under the Dragonfly portfolio. The company secured a multi-generation agreement with Meta to develop advanced CPUs. Microsoft is also identified as an early customer as Qualcomm seeks to reduce its reliance on smartphone revenue.

    What's confirmed:

    • Qualcomm launched the Dragonfly portfolio of AI data center chips and systems.
    • Meta and Qualcomm signed a multi-generation agreement to develop advanced CPUs.
    • The first-generation Dragonfly C1000 CPU is scheduled for production in the second half of 2028.
    • The C1000 CPU is an Arm-based processor designed for high-performance and scalable workloads.
    • Microsoft and Meta are early customers for Qualcomm's data center infrastructure.
    • The Qualcomm HBC Gen 1 achieves 133 TB/s bandwidth by stacking LPDDR memory.
    • Smartphone product revenue accounted for two-thirds of Qualcomm's revenue in its most recent quarter.

    Still unconfirmed:

    • Qualcomm will design a China-specific data center chip to comply with US export curbs.
    • Qualcomm sees multiple inflection points for its data center strategy over the next 3 to 5 years.
    confidence 95%