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Qualcomm Moves Into AI Data Center CPUs, Signs Meta as Its First Major Customer

6/24/2026

Qualcomm has announced an artificial intelligence data center CPU and named Meta as its first major customer, a pairing that signals the company's most deliberate push yet to reduce its dependence on the smartphone market.

The announcement places Qualcomm inside the data center — territory long dominated by established chip vendors — with a hyperscaler anchor on the ledger before the product has shipped at scale.

A Business Still Tethered to Mobile The urgency behind the move is visible in Qualcomm's own revenue mix.

Smartphones accounted for two-thirds of the company's product revenue in its most recent quarter, a concentration that has made Qualcomm's fortunes swing with handset upgrade cycles and the purchasing decisions of a handful of major phone makers.

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