Qualcomm is currently trading at a modest 16.4 times forward earnings, with little of its AI datacenter potential priced in by the market. The company’s new HBC architecture aims to revolutionize AI accelerators by overcoming memory bottlenecks, improving efficiency, and giving hyperscalers more control over their supply chain. Qualcomm’s management projects $15 billion in AI datacenter revenue by fiscal year 2029, which could translate to a $108 per share upside if their silicon and supply chain strategies succeed. This positions Qualcomm as a strong player in the AI infrastructure space with significant growth potential ahead.
Qualcomm shares are currently priced at USD 178.66 on Pluang, down 1.82% for the day. As of Sep 14, 2026 22:41 WIB, the company holds a market cap of $194.35 billion, reflecting its significant presence in the technology sector.
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