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.

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