Qualcomm projects $5B in data-center revenue for fiscal 2027 and $15B by fiscal 2029, and expects two hyperscale clients, including Google, to each exceed $1B revenue by 2027. A Google-Qualcomm AI chip partnership could deepen Google Cloud’s AI infrastructure and boost server performance.
Qualcomm raised its data-center revenue forecast to $5 billion for fiscal 2027 and $15 billion by fiscal 2029, noting two hyperscale customers may each exceed $1 billion in revenue by 2027. Google is identified as one of the likely clients, underscoring the cloud provider’s demand for AI-optimized processors.
As a potential early adopter, Google could integrate Qualcomm’s AI server CPUs to accelerate machine learning workloads and expand capacity. This partnership may help Google Cloud reduce infrastructure costs and strengthen its competitive stance against Azure and AWS.
