---
title: "Qualcomm Enters AI Data Center Market, to Supply Custom Chips to Hyperscale Customers, Challenging NVIDIA's Dominance"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/284797403.md"
description: "Qualcomm is collaborating with a hyperscale cloud provider to develop custom chips, with initial shipments expected to begin in December this year. The company is developing three types of chips: CPUs, inference accelerators, and custom ASICs. Amid pressure on its consumer electronics business as Apple and Samsung accelerate their in-house chip development, the data center sector has become a key direction for Qualcomm to seek new growth"
datetime: "2026-04-30T15:01:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284797403.md)
  - [en](https://longbridge.com/en/news/284797403.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284797403.md)
---

# Qualcomm Enters AI Data Center Market, to Supply Custom Chips to Hyperscale Customers, Challenging NVIDIA's Dominance

Qualcomm is significantly expanding its business focus from smartphones to data centers, a move of strategic importance in its bid to compete for the AI computing market and challenge NVIDIA's dominance.

According to The Wall Street Journal, Qualcomm CEO Cristiano Amon stated that **the company is collaborating with a leading hyperscale cloud provider to develop custom chips, aiming to establish a long-term partnership, with initial shipments expected to launch in the December quarter of this year.** Amon revealed that the company plans to disclose further details of its data center strategy at its investor day in June.

This expansion is significant for Qualcomm. Apple will replace iPhone modems with its own chips starting in 2025, and Samsung Electronics is also accelerating its in-house chip development, leaving Qualcomm's consumer electronics business under continuous pressure. Consequently, the data center business is viewed as a key direction for the company to seek new growth engines.

## Three Types of Chips Launched Simultaneously, Hyperscale Partnership Imminent

According to Reuters, **Qualcomm is developing three types of chips: CPUs, inference accelerators, and custom ASICs**. Amon pointed out that following the acquisition of Alphawave IP Group last year, the company has accumulated substantial intellectual property to support the aforementioned R&D efforts.

This layout marks a clearer assertion of Qualcomm's competitive ambitions in the data center track. Last year, Qualcomm announced plans to compete with NVIDIA in this field. According to Bloomberg, its first customer was Humain, an AI startup backed by the Saudi government. If the current collaboration with a hyperscale cloud provider materializes, it will represent a more significant step forward for Qualcomm in this sector.

Alongside its data center expansion, Qualcomm reported its second-quarter fiscal results. The data showed that the company's adjusted earnings per share were $2.65, and revenue of $10.6 billion met expectations, but the revenue guidance for the third quarter missed the mark. Amon stated that memory shortages have not yet affected the shipment schedule of data center chips this year, noting that the company is still in the early stages of expansion, with a scale far smaller than mature suppliers like NVIDIA.

In addition, Qualcomm is actively laying out its AI ecosystem on the device side. According to CNBC, OpenAI announced a partnership with Qualcomm last week, where both parties will jointly develop AI chips for smartphones, providing computing power support for terminal devices centered on AI agents.

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