Qualcomm (QCOM) data center chief says it will be delivering meaningful revenue for custom silicon at the end calendar year starting Q1 2027

Microsoft to deploy Qualcomm's high-bandwidth compute chip at Azure data centres. Will launch the second Generation of the HBC chip in 2028. Have won two major hyperscaler deals that will contribute meaningful revenue to Qualcomm. Dragonfly C1000 CPUs coming in 2028, Meta plans to use the C1000 CPU in its data centres. Launches PAM4 electrical and optical service