Livestream: Qualcomm Investor Day 2026

Data center customers everywhere, enabling broad hardware independence for the world. Chris Lattner, my co-founder at Modell, will share more about our incredible future with Qualcomm later today. Back to you, Tony.

Thank you, Tim. Rather than preparing for this event, I've been fielding calls all morning from hyperscalers and customers asking how we can begin incorporating Modular's technology. I'm super excited about what we will be doing together. Now let's talk about CPU technology. Qualcomm has a long lineage in leading in CPUs — they pioneered mobile compute with Snapdragon. We are winning now in both PC and automotive, and the company's focus is now transitioning to data center. I am excited to introduce Qualcomm's C1000, a data center fleet of processors. These will run the industry's fastest cores at greater than 5 gigahertz — more than 30% faster than any competition. We offer more than 250 cores for the highest throughput workloads, combined with Alpha Wave's leading PCIe technology delivering greater than 2 terabytes of IO bandwidth. Add Qualcomm's memory leadership with the highest performance, lowest cost LPDDR solutions, server-class RAS security in hardware, and our CPU is also AI native — HBC technology couples directly to accelerate AI workloads onto the C1000. Deploying through three product lines: Agentic CPU with HBC attach for industry-best performance; general-purpose CPUs for virtualized container workloads; and AI headnode CPUs orchestrating traffic across disaggregated heterogeneous compute data centers — all targeting a $200 billion market that's growing every day. My next surprise: Mark Zuckerberg, founder and CEO of Meta, to share how Meta plans to deploy the C1000 into its next generation of data centers.

Hey everyone, great to be here at Investor Day. Meta and Qualcomm have been partners for a long time. We started on Quest headsets, brought Llama to Snapdragon so people could run AI on their phones, and today Snapdragon powers our AI glasses. Now we're bringing that partnership into our data centers with our latest model Muse Spark. We're delivering AI to billions of people every day. The data centers, the energy, the compute to run billions of model inferences — that's what makes it all possible. Our goal is to deliver personal super intelligence to everyone in the world. That's why our work with Qualcomm is so critical. They've spent decades figuring out how to get the most performance out of every watt. Today I'm excited to share we've entered a multigenerational collaboration for Qualcomm to supply CPUs for our data centers and help power our next generation server fleet. This will help put personal super intelligence into billions of people's hands. Thank you to Cristiano and all the teams at Qualcomm.

Satya and Mark already in my presentation, and folks, I'm not done yet. Let's move on to custom silicon. We are in this space to target the highest tier of customers where we can deliver the most value-add with our IP portfolio. I am extremely excited to announce we have won two major hyperscaler deals that will contribute meaningful revenue to Qualcomm starting at the end of this year. We work with customers to take their specs and build their chips — RTL design, chiplet-based solutions — using our manufacturing scale to optimize yield and enable mass deployment. I've been in this space for 30 years. You differentiate in custom silicon through your IP portfolio. We have the world's best: our own compute, HBC as a game-changer, Alpha Wave's electrical and optical services, and Qualcomm's manufacturing scale. I have not had to push into hyperscale customers — they've been pulling us in. The final product line is connectivity — the third industry bottleneck. Memory was the first, solved with HBC. The software stack was the second, with Modular. Connectivity is the third. As AI compute doubles, so does connectivity every two years, with a transition from copper to optical. We have everything from die-to-die technology to co-packaged optics, PAM4 at 224 gig heading to 448 gig, and coherent light. I'm excited to announce our connectivity portfolio: already in production with 800-gig DSPs and coherent light. By year-end, second-generation at 224 gig. And in 2028, third-generation at 448 gig. Stepping back, we have four product lines each anchored with customer wins. Up to eight times better tokens per watt per second than GPUs, over 200 times memory capacity versus SRAM, six times memory bandwidth per watt, and CPUs with over 2X performance versus competition. All direct TCO advantage. Final takeaways: tokens per watt replaces flops. The race has changed. We're delivering agentic-first, rack-scale platforms with the world's best TCO. I am very proud to announce: within the first six months, we will deliver multiple billions of revenue starting fiscal 27 — meaning this calendar year. Now I'd like to introduce my colleague Nakul. But first, hear from the CEO of Humane — our first data center customer.

Congratulations to Cristiano and the entire Qualcomm team on this bold milestone. AI is no longer a technology trend — it is becoming the operating system for every industry, every economy, and every society. I believe the next decade belongs to inference: billions of agents, trillions of interactions, continuous intelligence operating across devices, enterprises, and government. Through our collaboration, Humane and Qualcomm are deploying the next generation of AI infrastructure by combining Qualcomm's breakthrough semiconductor innovation with Humane's full-stack AI capability from infrastructure, cloud platform, foundation model, and AI system. Success will not be measured by peak performance alone — it will be measured by performance per watt, performance per dollar, performance per outcome. This is where Qualcomm brings something extraordinary: a fundamentally different approach to AI compute that challenges conventional assumptions about power consumption. Years from now, we'll look back on this moment as the beginning of a new era for AI.

Good afternoon, ladies and gentlemen. A big round of applause for Tony. I run Qualcomm's automotive, industrial, and robotics businesses. As someone who's been with the company for over 30 years, there has not been a more exciting time to be at Qualcomm. These three businesses are quite different, but we see the next several years belonging to physical AI — the next great computing wave running on the edge, in factories, warehouses, retail, hospitals, and through robots. Our ambition: win in automotive, disrupt industrial, and define robotics. Automotive. Five generations of compute silicon in 10 years. Over 500 million Snapdragon cars on the road, 90 million cockpits powered, 450 new car models since 2021. We will exit FY26 at $6 billion in annualized revenue after 23 consecutive quarters of double-digit growth. $65 billion design pipeline. Content value uplifted eight times from Gen 3 to Gen 5. Over 70 automakers and 100 tier-one and tier-two partners. On track to become the largest automotive semiconductor supplier in pure-play automotive. Gen 5 is designed for mixed criticality — cockpit and ADAS can run separately or together. We're running 30 billion parameter models on the cockpit commercially today. The software-defined vehicle has become an AI-defined vehicle with agents running on top. In ADAS, we went from virtually no customers three years ago to 25 OEMs. Ride Pilot stack debuted with BMW, validated in 60 countries. Stellantis selected our full Snapdragon digital chassis. Robotaxis are starting to happen with scaling expected by end of decade. Industrial. The operational technology plane is being rearchitected as AI enters, creating a once-in-a-generation opportunity. We built Dragon Wing with vertical-focused solutions. Three acquisitions: Arduino with 33 million developers, Edge Impulse for edge model training, and Foundries for industrial-grade Linux. Launched Arduino Uno Q last October; launching Ventuno Q this August with 40 TOPS of AI. In retail: AI cameras, electronic shelf labels, robots for restocking. In energy: autonomous drone inspection for wildfire mitigation with San Diego Gas and Electric. In oil and gas: partnered with Aramco and Schlumberger for connectivity and edge compute. Indirect revenue up 77% from FY24 to FY26, tens of thousands of customers, over 200 hardware solutions, 35-plus distributors, 45 global GSIs. Robotics. At least a trillion-dollar opportunity over the next decade. A robot is three computers: System 2 for reasoning, System 1 for motion planning, System 0 for reflex control. We are the only company architecting across all three domains. The Dragon Wing IQ10 is our central compute SoC — purpose-built robotic silicon, already commercial. We're building a full-stack platform across compute, operating system, simulation, data, models, and hardware reference design.