A post by @FirstSquawk on X.
QUALCOMM CEO SAYS THE COMPANY IS IN “ADVANCED DISCUSSION” WITH A DATA CENTER ACCELERATOR CUSTOMER ON “SUBSEQUENT CUSTOM SILICON”
@FirstSquawk on X
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The disclosure, reported via First Squawk, offers no customer name, deal value, or timeline, leaving the scope of any follow-on order unspecified. The comment matters because it suggests Qualcomm's data center accelerator push may be deepening with an existing customer rather than stalling after an initial design win. Investors will watch for formal confirmation of the customer and contract details, likely alongside Qualcomm's next earnings update or data center disclosures.
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Named in this story
Qualcomm (QCOM), data center accelerator customer
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