Qualcomm Investor Day 2026 marked a major shift for the company, from its mobile-centric past toward a broader compute, AI infrastructure and data center silicon company, highlighted by the debut of its Dragonfly C1000 server CPU and the $3.9B acquisition of Modular Inc.
It also raised long-term revenue targets—especially in data center, automotive, and IoT—while naming Meta as its first major customer for C1000 and projecting non-handset revenue to more than double by 2029.
Dave, Jim and Marco were at the event and squeezed in a concise discussion between meetings.
We hope you enjoy the show. If you found our discussion interesting, insightful, or entertaining please do us the honor of liking and subscribing – not just here on YouTube, but across the web.
Thanks for being a part of TechStack! The Technologists’ new, fast-growing platform for deep technological insights from across the industry.
The Technologists are more than just tech enthusiasts—we’re trusted guides in a rapidly evolving digital world. We analyze the trends, leverage the tools, test the hardware and software, and talk to the people behind the technology to bring you analysis that’s direct, honest, and actionable.
Whether it’s the latest hardware, an in-depth breakdown of a leading company, or a meaningful conversation with an industry insider, everything we do is rooted in one mission: Make technology understandable, accessible, and relevant.
Visit us on our website:
https://www.thetechnologists.net/
Subscribe to our socials:
https://x.com/TechnologistNet
https://bsky.app/profile/technologistnet.bsky.social
https://open.spotify.com/show/1Lw2iVqHJbKpn6Nh65TAOB
https://podcasts.apple.com/us/podcast/the-techstack/id1832804467
https://www.youtube.com/@Technologistsnetwork
And while you're here, don't forget to connect with the team:
https://x.com/DaveAltavilla
https://x.com/MarcoChiappetta
https://x.com/MarkVenaTechGuy
https://x.com/fsideco
https://x.com/TekStrategist
#qualcomm #snapdragon #dragonwing #investorday #ai #6G #HBC #datacenter
