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Qualcomm pushes custom AI chips for agentic workloads to challenge Nvidia in data centers

Qualcomm pushes custom AI chips for agentic workloads to challenge Nvidia in data centers

Qualcomm is making a serious bid for the Nvidia-led data center AI chip market by developing custom CPUs for agentic AI and dedicated AI accelerators. The company says hyperscaler tailored chips will be delivered by year end. Beyond data centers, Qualcomm is also expanding into AI wearables, automotive systems, and telecom infrastructure, betting on broad growth.

Summarised by Beize from a story on The Economic Times on 9 May 2026
Qualcomm stock soars 15% on OpenAI AI deal and new Snapdragon chips plus upbeat earnings

Qualcomm stock soars 15% on OpenAI AI deal and new Snapdragon chips plus upbeat earnings

Qualcomm shares jumped about 15% as investors cheered an AI partnership with OpenAI, fresh Snapdragon chip launches, and stronger-than-expected earnings. The company is also betting big on expanding AI capabilities across smartphones, data centers, automotive technology, and advanced computing. With momentum building, traders are now focused on what Qualcomm’s next AI roadmap will deliver.

Summarised by Beize from a story on The Economic Times on 7 May 2026

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Qualcomm targets cheaper phones with new Snapdragon 6 and 4 chipsets for 2026 devices

Qualcomm targets cheaper phones with new Snapdragon 6 and 4 chipsets for 2026 devices

Qualcomm has unveiled new Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 chipsets designed to ease pressure on smartphone prices as component costs rise. The upgrades focus on stronger connectivity, improved gaming capability, and better battery life. Oppo, realme, and Xiaomi are set to adopt these chips in devices launching in the second half of 2026, alongside Qualcomm’s new boAt audio partnership.

Summarised by Beize from a story on The Economic Times on 7 May 2026
Qualcomm rolls out Snapdragon 6 Gen 5 and 4 Gen 5 for India mid range phones

Qualcomm rolls out Snapdragon 6 Gen 5 and 4 Gen 5 for India mid range phones

Qualcomm has introduced the Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 platforms in India, aiming to bring upgrades to a wider set of mid-range users. The company says the new chips will improve connectivity performance while also boosting gaming capabilities and battery life, positioning them as practical upgrades rather than flagship-only tech.

Summarised by Beize from a story on The Economic Times on 7 May 2026
Intel names Qualcomm veteran Alex Katouzian to reboot PC plans and physical AI push

Intel names Qualcomm veteran Alex Katouzian to reboot PC plans and physical AI push

Intel has appointed Alex Katouzian, formerly a Qualcomm executive, to lead its PC and “physical AI” division. Intel’s goal is to reshape its PC strategy using Katouzian’s mobile chip expertise and to blend those capabilities with the fast-emerging field of physical AI, signaling a potential pivot in how the company builds computing platforms.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Qualcomm bets on smartphone comeback and data center chips as earnings slump looms

Qualcomm bets on smartphone comeback and data center chips as earnings slump looms

Qualcomm expects lower third-quarter earnings, but investors are focusing on signs of a smartphone rebound and a push into data center chips. CEO Cristiano Amon says new products will drive future growth as the company looks to balance challenges in consumer electronics. The stock jumped sharply on the strategy shift, signaling optimism despite near-term caution.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026

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Qualcomm jumps on report of OpenAI AI smartphone processor collaboration plans

Qualcomm jumps on report of OpenAI AI smartphone processor collaboration plans

Qualcomm shares surged after reports claimed OpenAI is working with Qualcomm and MediaTek on an AI-focused smartphone device. The next phase points to mass production around 2028, suggesting a long runway for on-device AI computing. Despite broader AI ambitions across major tech firms, the plan reinforces smartphones as a key platform for the AI era.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
OpenAI teams with Qualcomm and MediaTek to build an AI first smartphone

OpenAI teams with Qualcomm and MediaTek to build an AI first smartphone

OpenAI, the company behind ChatGPT, is reportedly working with Qualcomm and MediaTek to develop custom smartphone processors for an “AI-first” device. Instead of centering on traditional apps, the phone is expected to be built around AI agents. Mass production is said to be targeted for around 2028, signaling a major push from AI software to AI hardware.

Summarised by Beize from a story on Republic on 27 Apr 2026
Qualcomm shares jump 8 percent before April 29 earnings can the rally last

Qualcomm shares jump 8 percent before April 29 earnings can the rally last

Qualcomm’s stock surged more than 8% as investors piled into semiconductors after strong Intel earnings and improving industry sentiment. Still, the rally’s durability hinges on Qualcomm’s April 29 report, where investors will weigh demand signals against lingering smartphone weakness and memory constraints. The next update could determine whether momentum continues or fades.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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