---
title: "Qualcomm publishes transcript of Goldman Sachs Communacopia + Technology Conference appearance"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298630194.md"
description: "Qualcomm disclosed a multi-year custom silicon deal with Amazon, tied to warrants vesting against up to $60 billion in purchases over ten years. Revenue from this partnership begins in the December quarter. The company reaffirmed its data center revenue targets of approximately $5 billion for fiscal 2027 and $15 billion for fiscal 2029, citing growth drivers including Amazon, a second hyperscaler, Meta CPU, and HUMAIN AI accelerator."
datetime: "2026-09-10T17:51:13.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298630194.md)
  - [en](https://longbridge.com/en/news/298630194.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298630194.md)
generator: "portal-rs"
---

# Qualcomm publishes transcript of Goldman Sachs Communacopia + Technology Conference appearance

-   Qualcomm transcript from Goldman Sachs Communacopia + Technology Conference, featuring CFO and COO Akash Palkhiwala in discussion with Goldman analyst James Schneider. \* Outlined a multiyear Amazon custom silicon deal with optical connectivity, tied to warrants vesting against up to $60 billion purchases over 10 years. \* Revenue from Amazon starts in the December quarter; Qualcomm reiterated about $5 billion data center revenue target for fiscal 2027. \* Maintained $15 billion data center revenue target for fiscal 2029; cited Amazon, a second hyperscaler, Meta CPU, HUMAIN AI accelerator. \* Gross margin seen roughly in line with current levels; operating margins expected to expand with scale toward a 30% target. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Qualcomm Inc. published the original content used to generate this news brief on September 10, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

### Related Stocks

- [QCOM.US](https://longbridge.com/en/quote/QCOM.US.md)
- [QCMD.US](https://longbridge.com/en/quote/QCMD.US.md)
- [QCML.US](https://longbridge.com/en/quote/QCML.US.md)
- [QCMU.US](https://longbridge.com/en/quote/QCMU.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [METD.US](https://longbridge.com/en/quote/METD.US.md)
- [METW.US](https://longbridge.com/en/quote/METW.US.md)
- [FBL.US](https://longbridge.com/en/quote/FBL.US.md)
- [FBY.US](https://longbridge.com/en/quote/FBY.US.md)
- [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md)
- [METU.US](https://longbridge.com/en/quote/METU.US.md)
- [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md)
- [GS.US](https://longbridge.com/en/quote/GS.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md)

## Related News & Research

- [Trump says he's requiring data centers to provide their own electricity](https://longbridge.com/en/news/302580156.md)
- [Why Nubank (NU) Stock Is Up Today](https://longbridge.com/en/news/302450696.md)
- [Qualcomm grants executive Alexander Rogers 18,069 restricted stock units](https://longbridge.com/en/news/302620029.md)
- [Qualcomm Plans Global Layoffs Starting November](https://longbridge.com/en/news/302449023.md)
- [EXCLUSIVE-Qualcomm to cut jobs worldwide in performance-focused layoffs, internal memo shows](https://longbridge.com/en/news/302407144.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**