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Akash Palkhiwala

Chief Financial Officer & Chief Operating Officer, Qualcomm

Search every verified Akash Palkhiwala interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Akash Palkhiwala, Chief Financial Officer and Chief Operating Officer of Qualcomm, discussed the company's expansion into data center technology and other non-handset businesses in recent appearances. At the Snapdragon Summit in October 2026, he described a ten-year, $60 billion custom chip and optical connectivity deal with Amazon as a foundation for Qualcomm's data center business, and stated the company expects data center revenue to reach about $5 billion in fiscal year 2028, up from $300 million in the current year. He also outlined a target of $15 billion in data center revenue by 2029 and said Qualcomm is positioned to be a significant player in AI accelerators, CPUs, and connectivity for data centers, citing engagements with Meta and another global hyperscaler. Palkhiwala also addressed Qualcomm's diversification beyond smartphones, saying that in fiscal year 2027 more than 50% of revenue will come from non-handset businesses, and that within three years only a third of revenue will be from smartphones. He attributed growth to automotive, which he said grew over 60% year-over-year in the last quarter, and to emerging categories such as agentic AI devices and robotics. He described Qualcomm's approach to humanoid robots as similar to autonomous driving, with development progressing through levels of capability, and said the company is best positioned to supply chips for such devices. He also noted that Qualcomm is engaging with the Indian government and companies like Tata on semiconductor manufacturing initiatives.

Recent appearances

  • Qualcomm CFO: The $60B Amazon Deal Is Just The Start

    October 06, 2026 · 📺 Michael Sikand

    I sat down with Qualcomm CFO Akash Palkhiwala at Snapdragon Summit to unpack the company's push into a $1.7 trillion market. We covered the $60B Amazon custom AI silicon deal, the road to $15B in data center revenue by 2029, the fleet of new AI wearables Qualcomm powers, and why it's in pole position for the rise of humanoid robots. 📊 $50M+ Follows My Stock Picks: https://link.joinautopilot.com/eXKr/T... 📝 My Substack + VIP Discord for exclusive research and trades: https://asymmetricalbets.substack.com/ 💬 Join 5K investors on my free discord:   / discord   🐦 I share stocks fastest on X:…

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  • Qualcomm COO On Data Centre Opportunity For Company & More

    October 01, 2026 · 📺 CNBC-TV18

    Qualcomm expects its data center business to generate about $5 billion in revenue next year (FY28), sharply up from $300 million this year, as the chipmaker expands into custom chips, CPUs, AI accelerators and connectivity. #qualcomm #qualcommcoo #qualcommdatacenter #qualcommdatacentre #qualcommai #qualcommtechnology #qualcommindia #qualcommbusiness #datacenter #datacentre #datacentermarket #datacenteropportunity #aidatacenter #aiinfrastructure #aichips #semiconductor #semiconductors #cnbctv18 Follow Every Breaking Story LIVE 🔴 Watch News18 LIVE 24x7: https://youtube.com/live/P857H4ej-MQ SU…

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  • Qualcomm (QCOM) CFO & COO on Snapdragon Chips, Agentic AI & Future Beyond AAPL

    September 24, 2026 · 📺 Schwab Network

    Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about the company's Snapdragon Summit and ways new technology is changing the AI trade. New tech Qualcomm is unveiling includes the Snapdragon 8 and Elite Gen 6 smartphone chips just as the company renews its global patent license with Apple (AAPL). Agentic AI will drive a lot of Qualcomm's new tech, with Akash outlining how AI will execute tasks beyond phone screens. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe…

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  • Qualcomm CFO on Amazon AI Deal, Data Center Strategy

    September 08, 2026 · 📺 Bloomberg Television

    Qualcomm CFO Akash Palkhiwala discusses the company's deal to create customized chips for Amazon Web Services’ AI infrastructure. Speaking on "Bloomberg The Close," Palkhiwala also comments on Qualcomm's AI data center strategy and the future of smartphones. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bl…

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  • Qualcomm Q3 FY26 earnings call

    July 31, 2026 · 📺 Qualcomm

    Join Qualcomm President & CEO Cristiano Amon and CFO & COO Akash Palkhiwala as they review Q3 FY26 financial results and share key business updates. For a cautionary note regarding forward-looking statements, information regarding our use of non-GAAP financial measures and a reconciliation to the most directly comparable GAAP measures, please see our earnings presentation available on our Investor Relations website: https://investor.qualcomm.com/news-ev...

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  • Qualcomm Inc ($QCOM) Q3 2026 Earnings Call

    July 31, 2026 · 📺 Castify Earnings Call

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  • QCOM's Vision for the Future: Cars Become "Smartphones on Wheels"

    July 30, 2026 · 📺 Schwab Network

    Qualcomm (QCOM) CFO/COO Akash Palkhiwala joins The Watch List to discuss the company's outlook, the growth of its automotive business, and how connected vehicles are transforming transportation. He explains why cars are becoming "smartphones on wheels" and shares Qualcomm's vision for bringing advanced connectivity to the auto industry. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire…

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  • QUALCOMM Q3 2026 Earnings Call | QCT Revenue Reaches $9.9B as Automotive & IoT Offsets Handset

    July 30, 2026 · 📺 i101

    QUALCOMM Q3 2026 Earnings Call | QCT Revenue Reaches $9.9B as Automotive & IoT Offsets Handset Twitter ...

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  • Qualcomm Inc. Q3 FY26 Earnings Call | $QCOM | 🔴 WATCH LIVE

    July 29, 2026 · 📺 Benzinga

    📢 Qualcomm Inc. Q3 FY26 Earnings Call | $QCOM 🔗https://www.benzinga.com/quote/QCOM/e... ----------------------------------------------------------------------------------- 📜 Need a transcript of the call? Access the Benzinga Earnings Call Transcripts API: 🔗 https://bit.ly/493BUhA 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 🖥️ Want the same tools the pros use—without the $10K Bloomberg terminal? Benzinga Edge gives you real-time portfolio alerts, weekly stoc…

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  • Qualcomm (QCOM) CFO & COO on AI Data Center Push, META & MSFT New Customers

    June 25, 2026 · 📺 Schwab Network

    Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about how the company's AI data center pivot serves as a key inflection point. Qualcomm named Meta Platforms (META) and Microsoft (MSFT) as early customers in the AI infrastructure buildout. Akash believes the company is primed to take significant market share in what he calls a "trillion-dollar market." He adds how Qualcomm's deeper push into the AI buildout affects its legacy businesses like devices and automotive. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute…

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  • Qualcomm Actively Involved In Semicon Design: Qualcomm CFO & COO Akash Palkhiwala

    May 17, 2026 · 📺 CNBC-TV18

    Akash Palkhiwala, Qualcomm's CFO and COO, outlines the company's roadmap for the Indian market and more. qualcomm #akashpalkhiwala #semiconductor #chipdesign #technews #businessnews #semicon #electronics #innovation #india #globaltech #manufacturing #chipindustry #breakingnews #latestnews #cnbctv18 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf --------------------------------------------------------------------------------------------------------------------- 👑 Check Out Top CNBC TV18 Playlist Videos: 🔹https://www.youtube.com/p…

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  • Qualcomm Inc ($QCOM) Q2 2026 Earnings Call

    May 05, 2026 · 📺 Castify Earnings Call

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Verified interview transcripts

Notable quotes

“So the way I think about humanoids is very similar to autonomous driving. There is a level two, level three, level four, level five. And humanoids are going to start with I'll maybe step back. Think about robotics. You're going to start with simple form factor where they're purpose specific. There's a robot that does certain thing in a distribution center. It picks up the package from here and puts it here. You start”

“I think the naysayers I'd say is a lot of them are saying show me proof points and I understand that and I think we've delivered a first set of proof points for data center. For a lot of edge devices I think it's less so. We've delivered an incredible business in automotive and we're not done yet. I think the amount of growth that we'll see going forward will dwarf actually what we've seen in the past in that busines”

“I think you think about the AI accelerator market today, as you said, it's largely dominated by GPUs. But one of the changes that is happening in the architecture of data centers is the need for disaggregated computing. So, rather than use a GPU for everything, you're going to use a solution that is optimized for prefill, for decode within inference. Depending on the workload, you might want a solution that serves a ”

“You look at the TAM of the market. It's a lot around $1 trillion, right? And the aspiration that we outlined at our investor day is to be 5% of that, which it would be $50 billion. So, tremendous opportunity. This market is expanding in a big way. The customers are looking for alternate suppliers, but they want people who have technology expertise, who have scale, and those things fall right in Qualcomm's sweet spot.”

“What we committed at our Investor Day is we expect greater than 50% of our revenue in 27 to be non handsets. And there's two key drivers. First is automotive. It's a business that has turned out to be incredibly strong for Qualcomm. In the last quarter, we grew year over year revenue by over 60%. That's a growth rate that is kind of positioning us very well to continue to grow. As we go into next year, we're seeing b”

“We've been seeing the expansion of the premium handset market, right? As the handset continues to be more and more important in every consumer's life, there is a lot more people buying more expensive handsets. And so the premium segment of phones, which is devices over $600, we're seeing that market expand globally, not just in developed markets, but even in emerging markets. We are seeing that trend. And as a result”

Other executives at Qualcomm

  • Cristiano Amon, Chief Executive Officer, President & Director
  • Don Mcguire, Senior VP & Chief Marketing Officer
  • Nakul Duggal, Executive Vice President and Group General Manager of Automotive, Industrial and Embedded IoT, and Robotics, Qualcomm Technologies, Inc.
  • Ziad Asghar, Vice President of Product Management of Qualcomm Technologies, Inc.

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →