QUALCOMM Incorporated Tech Radar: Expanding into AI data centers and robotics to drive revenue growth

The biggest technology story at Qualcomm is its aggressive hardware expansion into specialized AI data center inferencing and advanced edge robotics to drive long-term revenue growth.

Executives confirmed massive investments in disaggregated data center infrastructure, specifically building their high-performance RISC-V CPU and AI250 platforms with a new memory architecture. CEO Cristiano Amon noted they are "working with 7 of the 9 largest cloud companies globally" to commercialize specialized, power-efficient AI hardware.

The company is also betting heavily on physical AI, launching the Dragonwing IQ10 series to power the compute architecture for humanoid and industrial robots alongside partners like Figure and Kuka Robotics.To support these ambitious pivots, Qualcomm is undergoing major business transformations that will logically require upgraded ecosystem technologies.

Scaling platforms for automakers like Volkswagen implies a critical need for advanced developer toolkits and vehicle simulation environments, while the ongoing, severe DRAM shortages throttling their handset segment will likely necessitate massive investments in supply chain analytics and predictive inventory software.

All sourced directly from QUALCOMM Incorporated's Q1 2026 earnings call.