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Source document· April 11, 2026

Qualcomm's CEO Says the Winner of Edge AI Will Win the Entire AI Race. Here's Why I'm Buying.

View original at nasdaq.com
Qualcomm's CEO Says the Winner of Edge AI Will Win the Entire AI Race. Here's Why I'm Buying. Key Points Qualcomm is still best known for its smartphone components, but its growth story is spreading across PCs, cars, robotics, and industrial AI…
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  • The user interface is becoming human-centric, with devices learning user context, habits, and intent in real time without cloud round trips

    60% confidence

  • The AI race will be won at the edge, where devices, data, and users converge

    60% confidence

  • Qualcomm is targeting $22 billion in combined automotive and IoT revenue by fiscal 2029

    60% confidence

  • Success in AI will depend on constant reinvention, efficient on-device computing, and competition across both edge and data center inference

    60% confidence

  • The AI market may be overhyped in the short term but could grow to be far larger than expected over the long term

    60% confidence

  • The 10 best stocks for investors to buy now do not include Qualcomm

    60% confidence

  • Industry analysts project that laptops built around Arm CPUs could capture 20% to 25% of the total Windows PC market by the end of 2027

    60% confidence

  • The market is pricing Qualcomm as a phone chip company with AI exposure, when it's increasingly becoming an edge AI infrastructure play

    60% confidence

Data points we hold from this source

Qualcomm Incorporated · stock price125 USD
Qualcomm Incorporated · forward pe ratio12 ratio
Qualcomm Incorporated · automotive design win pipeline45 USD
Qualcomm Incorporated · quarterly dividend0.92 USD
Qualcomm Incorporated · previous quarterly dividend0.89 USD
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Qualcomm's CEO Says the Winner of Edge AI Will Win the Entire AI Race. Here's Why I'm Buying. — Source | Via News | es.VIA.NEWS