business
Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet
Key takeaways
- Nvidia earns $75 billion in data center revenue per quarter; Micron locked in HBM4 demand through binding contracts on chips that exist today.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Qualcomm didn't make the cut.
- Cristiano Amon walked into Qualcomm's (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated.
Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet Omor Ibne Ehsan Sat, June 27, 2026 at 12:40 AM GMT+7 4 min read QCOM NVDA MU AMD META Quick Read Qualcomm's $15 billion AI data center target by 2029 rests on chips that don't ship until 2028, making investors underwrite a roadmap.
Nvidia earns $75 billion in data center revenue per quarter; Micron locked in HBM4 demand through binding contracts on chips that exist today.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Qualcomm didn't make the cut. Grab the names FREE today.
Article preview — originally published by Yahoo Finance. Full story at the source.
Read full story on Yahoo Finance →
More top stories
Also covered by
Aggregated and edited by the Scoop newsroom. We surface news from Yahoo Finance alongside other reporting so you can compare coverage in one place.
Editorial policy · Corrections · About Scoop