Qualcomm reaffirms $5 billion data center revenue target... continues investment in OpenAI
Original headline퀄컴 데이터센터 매출 50억달러 목표 재확인…오픈AI 투자 지속
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Qualcomm reaffirmed its $5 billion data-center revenue target and Arm Holdings restated its own data-center ambitions, even as the Nasdaq-100 fell 6.36% to 26,629.81, down 1,807.36 points, on the same day. OpenAI CFO Sarah Friar said on CNBC that the company will keep investing in data centers to meet customer demand, with Arm CEO Rene Haas appearing in the same interview. The declines reflect market repricing rather than any halt to data-center construction or new regulation. Investors will watch whether Qualcomm and Arm can convert their targets into booked revenue and whether OpenAI's continued spending sustains demand across the AI infrastructure supply chain.
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Named in this story
Qualcomm (QCOM), OpenAI, Arm Holdings (ARM), Nasdaq 100, Rene Haas, Sarah Friar
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