Alphabet builds a $548 million Qualcomm stake as the chipmaker targets data centers

Alphabet disclosed a Qualcomm holding worth nearly $548 million, adding support as the chipmaker expands from smartphones into AI data-center processors.

By TomorrowNews · AI-assisted briefing
Source published 06 Nov 2026 · Briefing published 7 November 2026

Conceptual semiconductor wafer linked by an investment ribbon to AI servers and a cloud campus — AI-generated illustration — not a photograph of the event. Conceptual editorial rendering, not documentary evidence. · TomorrowNews / AI-generated illustration

Qualcomm is courting cloud providers with custom AI processors and expects data-center chip revenue to reach $15 billion by 2029. Microsoft and Meta have placed orders, while an Amazon agreement allows purchases of up to $60 billion in chips and related products.

Alphabet and Qualcomm already work together on Android devices, premium laptops and automotive AI. Alphabet also reported a small increase in its SpaceX holding during the quarter.

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