Akışa dön
65/100 Bullish 25.06.2026 · 04:46 Finrend AI ⏱ 1 dk 👁 6 TR

Qualcomm Targets $15 Billion Revenue from Data Center AI Chips

Qualcomm has set a revenue target of $15 billion as it aims to grow in the data center AI components market. The company plans to expand its presence in this area by developing specialized chips and systems for AI workloads. This strategy reflects Qualcomm's effort to move beyond mobile chips and become a stronger player in the data center market. Qualcomm's goal is to appeal to data center customers by offering components optimized for training and inference of AI models. The company is increasing its R&D investments to broaden its current product portfolio and capitalize on the rising demand for AI infrastructure. This move has the potential to create new revenue streams for Qualcomm beyond its traditionally strong smartphone market. Analysts evaluating Qualcomm's growth potential in the data center AI market highlight the company's competitive strength and technological advantages in this field. However, to achieve this target, Qualcomm will need to compete with strong rivals such as Nvidia and AMD. The company's success will depend on factors like the performance, energy efficiency, and cost-effectiveness of its AI chips. Qualcomm's target reflects growth expectations in the AI hardware market. Demand for data center AI components is rapidly increasing with the proliferation of cloud computing and AI applications. Qualcomm aims to diversify its revenues and achieve long-term growth by capitalizing on this trend. This is not investment advice.

📊 QCOM — Piyasa Yorumu

■ neutral · 60%

Although the news presents a long-term positive vision with Qualcomm targeting $15 billion in revenue from data center AI chips, the stock has fallen 13.8% in the last 24 hours and technical indicators are weak. The RSI is approaching oversold territory at 36, while the MACD is negative and below the signal line, suggesting continued short-term pressure. The price is trading well below the 20-day and 50-day moving averages. Despite the positive news, the deterioration in the technical picture and the sharp decline mean short-term direction remains uncertain.

RSI 14
36.0
MACD
-6.34
24h Δ
-13.83%

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

GOOGL shares have lost more than 6% in the last 24 hours, closing at $345.36. While the RSI at 37.3 approaches oversold territory, the MACD line remains below the signal line and in negative territory. Trading below the 20-day simple moving average ($347.41) and the 50-day simple moving average ($359.49) indicates short-term weakness. Qualcomm's target of $15 billion in revenue from data center AI chips could increase competition for Alphabet in cloud and AI, potentially adding further pressure on the stock. The short-term downtrend is likely to continue.

RSI 14
37.3
MACD
-3.45
24h Δ
-6.07%
Canlı Grafikler

🔗 İlgili haberler

🧬 Buna benzer

AI tarafından yeniden derlenmiştir. Yatırım tavsiyesi değildir.