Qualcomm pursues hyperscale AI ambitions as Samsung sharpens its SoC edge

Qualcomm is in advanced talks with a leading hyperscaler to deploy ARM-compatible CPUs and inference racks, eyeing a 2028 revenue window. While its datacenter play gains steam, Samsung’s renewed Exynos push could threaten Qualcomm‘s mobile stronghold by 2026. Qualcomm’s Q3 beat expectations, but investor jitters remain. Meanwhile, Samsung’s chip business faltered under U.S. export curbs despite ambitions for 2nm SoC mass production.