Futurum has published 4 analyst insights and 1 research report on Qualcomm since 2024, most recently September 22, 2026.
4 results
Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028 co-packaged optics ramp.
Olivier Blanchard, research Director at Futurum, breaks down Qualcomm’s Dragonwing Q-2390 and IQ-2390 edge AI chips, which debuted at IFA Berlin, and what they signal about Qualcomm’s push beyond smartphones.
Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T.
Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp.