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Qualcomm has identified Meta as its first Big Tech customer for data centre chips, a disclosure that positions the mobile-chip giant as a new entrant in the hyperscaler silicon supply chain.
The announcement arrived alongside a raised revenue outlook and sent Qualcomm shares climbing as much as 15%.
A New Buyer in the Data Centre Supply Chain The Meta relationship is notable less for what it says about one contract and more for what it signals about where the chips are going.
Data centre silicon has largely been the territory of established players, and Qualcomm securing a marquee customer in Meta — a company that operates infrastructure at a scale few organisations match — establishes a physical destination for the chipmaker's data centre output.
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