时间：2026年6月25日
Date: June 25, 2026
高通2026投资者日发布完整数据中心AI基础设施战略，加速多元化布局
Qualcomm Accelerates Diversification with Complete Data Center AI Infrastructure Strategy at 2026 Investor Day
摘要 :
同时宣布以约39亿美元收购AI软件公司Modular，并深化与Hugging Face的合作。财务指引大幅上调：2029财年非手机业务营收目标从220亿美元上调至400亿美元（接近翻倍），数据中心业务营收目标超150亿美元。高通预计AI智能体时代将带来1.7万亿美元的可服务市场规模。盘后股价大涨超16%。
Summary :
Qualcomm simultaneously announced the approximately USD 3.9 billion acquisition of AI software company Modular and deepened its partnership with Hugging Face. Financial guidance was significantly raised: the FY2029 non-handset business revenue target was increased from USD 22 billion to USD 40 billion (nearly doubling), with the data center business revenue target exceeding USD 15 billion. Qualcomm forecasts the AI agent era will bring a USD 1.7 trillion serviceable market. Shares surged over 16% in after-hours trading.
入选理由 :
全球半导体行业的标志性事件。高通首次系统性公布完整数据中心战略，标志着从手机芯片公司向AI计算平台公司的战略跃迁。获Meta等科技巨头背书，将重塑全球AI芯片竞争格局。
Why Selected:
A landmark event in the global semiconductor industry. Qualcomm first systematically unveiled a complete data center strategy, marking a strategic leap from a handset chip company to an AI computing platform company. Endorsed by Meta and other tech giants, the move will reshape the global AI chip competitive landscape.
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