内容来源：https://www.theverge.com/ai-artificial-intelligence/1026867/qualcomm-earnings-data-centers

内容总结：

智能手机销量较2025年下滑约20%之际，高通正将目光投向数据中心，以提振业绩。在2026年第四季度财报电话会议上，高通阐述了进军AI数据中心业务的计划，依托今年早些时候宣布的与亚马逊、Meta等公司的合作。高通预计该业务板块将快速增长，预测2027年第一季度数据中心营收约为6.5亿美元，到2027年底将达到50亿美元，到2029年将达到150亿美元。考虑到高通2026年总营收为104亿美元，数据中心芯片业务将占其收入的相当大一部分。高通在电话会议上确认，预计数据中心业务最终将占其业务的约30%。这一目标虽不及AMD所言“最终超过80%的收入将来自数据中心”那般激进，但也表明市场需求旺盛，AI领域的资金足以容纳多方竞争。

中文翻译：

随着智能手机销量相较2025年下滑约20%，高通正寄望于数据中心业务来提振其利润。在2026年第四季度财报电话会议上，公司阐述了其在AI数据中心业务领域大展拳脚的计划，依托于今年早些时候宣布的与亚马逊、Meta等公司的合作关系。该公司预计这部分业务将快速增长，预测2027年第一季度数据中心营收约为6.5亿美元。但它预计到2027年底这一数字将达到50亿美元，到2029年将达到150亿美元。
智能手机销量下滑，高通豪赌数据中心
高通预计数据中心芯片最终将占其业务的30%。
高通预计数据中心芯片最终将占其业务的30%。
考虑到该公司2026年总营收为104亿美元，这将构成其收益的重要份额。公司在电话会议上确认，预计数据中心最终将占其业务的约30%。
这并不像AMD那样野心勃勃——AMD表示预计最终超过80%的营收将来自数据中心。但这表明有大量需求有待满足，也有足够的AI资金可供分配。
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英文来源：

With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon and Meta announced earlier this year. The company expects that portion of its business to grow quickly, forecasting around $650 million in data center revenue during the first quarter of 2027. But it anticipates that will reach $5 billion by the end of 2027 and $15 billion by 2029.
Qualcomm is betting big on data centers as smartphone sales sink
Qualcomm expects data center chips will eventually account for 30% of its business.
Qualcomm expects data center chips will eventually account for 30% of its business.
Considering the company’s total revenue for 2026 was $10.4 billion, that would constitute a significant share of its earnings. It confirmed during the call that it expects data centers to eventually account for around 30 percent of its business.
That’s not quite as ambitious as AMD, which says that it expects over 80 percent of its revenue will eventually come from data centers. But it suggests there’s plenty of demand that needs to be filled and enough AI money to go around.
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