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Qualcomm’s AI Chip Expansion and Q4 Earnings Preview

Qualcomm’s AI Chip Expansion and Q4 Earnings Preview

Author:

Global Cryptocurrency

Published:

2025-11-03 20:25:02

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BTCCSquare news:

Qualcomm (QCOM) prepares to release its fourth-quarter fiscal 2025 earnings amid heightened investor optimism. The chipmaker recently unveiled plans for two new AI chips—AI200 and AI250—slated for 2026 and 2027 deployment in data centers. A strategic partnership with Saudi-backed Humain to deploy 200MW of accelerator cards further solidifies its pivot toward AI infrastructure.

Wall Street anticipates adjusted EPS of $2.87 (up 6.7% YoY) and revenue of $10.76 billion (5% growth). The announcements have offset concerns over Qualcomm's historical reliance on smartphones, with analysts highlighting its aggressive diversification into automotive and IoT sectors.

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