{"id":32293,"date":"2026-06-25T12:49:59","date_gmt":"2026-06-25T10:49:59","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/?p=32293"},"modified":"2026-06-25T10:19:03","modified_gmt":"2026-06-25T08:19:03","slug":"qualcomm-data-center-chip-ai-microsoft-meta-2029","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/qualcomm-data-center-chip-ai-microsoft-meta-2029\/","title":{"rendered":"Qualcomm alza le stime sui data center: Microsoft e Meta useranno i nuovi chip AI"},"content":{"rendered":"\n\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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flex-shrink:0; }\n  .fbp5-scheda-val { padding:11px 16px; font-size:14px; color:var(--text); font-weight:500; line-height:1.5; }\n  @media(max-width:600px) {\n    .fbp5-wrap { padding:0 14px 60px; gap:40px; }\n    .fbp5-section h2 { font-size:32px; }\n    .fbp5-scheda-row { flex-direction:column; }\n    .fbp5-scheda-key { width:100%; }\n    .rh-phonebox-header { padding:18px 16px; flex-direction:column; align-items:center; }\n    .rh-phonebox-hero { width:150px; height:200px; }\n    .rh-phonebox-highlights { grid-template-columns:repeat(2,minmax(0,1fr)); }\n    .rh-phonebox-colors { padding:16px; }\n    .rh-phonebox-section { grid-template-columns:1fr; }\n    .rh-phonebox-section-label { padding:14px 20px; border-right:none; border-bottom:1px solid var(--border); }\n    .rh-phonebox-section-values { padding:14px 20px; }\n    .rh-affbox-grid { grid-template-columns:1fr; }\n    .rh-affbox-col:not(:last-child) { border-right:none; border-bottom:1px solid var(--line-soft); }\n    .rh-affbox-cta { width:100%; }\n    .rh-downloadbox-head { flex-direction:column; }\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mqt0nk53-0w3bb\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Qualcomm ha alzato in modo netto le stime sul business data center e ora prevede di raggiungere <strong>15 miliardi di dollari<\/strong> di ricavi nel 2029, spinta soprattutto dalla nuova offensiva sui chip per l&#8217;intelligenza artificiale e dai primi ordini gi\u00e0 ottenuti da clienti di primo piano.<\/p><p>Tra i nomi confermati ci sono <strong>Microsoft e Meta<\/strong>, che adotteranno le nuove soluzioni della societ\u00e0, mentre altri due grandi operatori cloud hanno gi\u00e0 commissionato chip personalizzati.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/06\/qualcomm-alza-le-stime-sui-data-center-69c6afe4-8a9b-4241-adda-29e4-15zw2ehn81.webp\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/06\/qualcomm-alza-le-stime-sui-data-center-69c6afe4-8a9b-4241-adda-29e4-15zw2ehn81.webp\" alt=\"\u62ff\u4e0b\u5fae\u8f6f\u3001Meta \u8ba2\u5355\uff0c\u9ad8\u901a\u9884\u6d4b\u5230 2029 \u5e74\u6570\u636e\u4e2d\u5fc3\u82af\u7247\u8425\u6536\u5c06\u8fbe 150 \u4ebf\u7f8e\u5143\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Scenario<\/div>\n        <h2>Qualcomm punta forte sui data center e rivede al <span>rialzo gli obiettivi<\/span><\/h2>\n        <p>La previsione per il 2029 porta il business data center a 15 miliardi di dollari, mentre per l&#8217;anno fiscale 2027 Qualcomm indica <strong>5 miliardi di dollari<\/strong> di ricavi in questo segmento. Di questi, 1 miliardo dovrebbe arrivare da nuovi clienti interessati a chip personalizzati, segnale che la strategia non ruota solo attorno ai prodotti standard ma anche a progetti su misura per i grandi operatori cloud.<\/p><p>La revisione non riguarda soltanto i server: Qualcomm ha alzato anche la prospettiva di lungo periodo per tutte le attivit\u00e0 chip esterne agli smartphone, portando l&#8217;obiettivo a <strong>40 miliardi di dollari<\/strong> entro il 2029, contro una stima precedente di 22 miliardi.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Ricavi data center attesi nel 2029: <strong>15 miliardi di dollari<\/strong>.<\/li><li>Ricavi data center attesi nell&#8217;anno fiscale 2027: <strong>5 miliardi di dollari<\/strong>.<\/li><li>Quota attesa da nuovi clienti custom nel 2027: 1 miliardo di dollari.<\/li><li>Obiettivo 2029 per i business chip non legati agli smartphone: 40 miliardi di dollari.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Reazione del titolo<\/div>\n        <div class=\"rh-quickfacts-value\">Oltre +12% nelle contrattazioni after hours<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">La mossa pi\u00f9 importante \u00e8 il cambio di scala: Qualcomm non parla pi\u00f9 di un progetto laterale, ma di un business data center che pu\u00f2 diventare centrale nella crescita del gruppo.<\/div>\n        <div class=\"fbp5-info\">L&#8217;espansione arriva in una fase in cui il mercato smartphone resta sotto pressione, mentre il lato AI infrastrutturale continua ad attirare investimenti e nuovi ordini.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Numeri chiave della roadmap Qualcomm<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Ricavi data center 2029<\/div>\n            <div class=\"fbp5-scheda-val\">15 miliardi di dollari<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Ricavi data center anno fiscale 2027<\/div>\n            <div class=\"fbp5-scheda-val\">5 miliardi di dollari<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Nuovi clienti custom nel 2027<\/div>\n            <div class=\"fbp5-scheda-val\">1 miliardo di dollari<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Ricavi chip non smartphone nel 2029<\/div>\n            <div class=\"fbp5-scheda-val\">40 miliardi di dollari<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Prodotti<\/div>\n        <h2>Microsoft e Meta adottano i nuovi chip AI e CPU server della <span>linea Dragonfly<\/span><\/h2>\n        <p>Qualcomm ha confermato che Microsoft user\u00e0 una nuova categoria di chip basata su quella che l&#8217;azienda definisce <strong>High Bandwidth Compute<\/strong>, o HBC. L&#8217;idea alla base \u00e8 diversa da quella seguita da molte soluzioni rivali: invece di affidarsi alla memoria HBM ad alto costo, il chip usa memorie pi\u00f9 economiche e diffuse, gi\u00e0 comuni in smartphone e notebook.<\/p><p>Meta, invece, adotter\u00e0 il nuovo processore <strong>Dragonfly C1000<\/strong>, una CPU progettata per i data center AI. Con questa piattaforma Qualcomm entra pi\u00f9 direttamente nel confronto con l&#8217;ecosistema Arm gi\u00e0 presente nei server e con i grandi nomi del settore, da Nvidia ai chip proprietari sviluppati dai colossi cloud.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Microsoft adotter\u00e0 un nuovo chip della categoria <strong>HBC<\/strong>.<\/li><li>Meta user\u00e0 la CPU server <strong>Dragonfly C1000<\/strong>.<\/li><li>Qualcomm sta sviluppando tre famiglie di prodotto: CPU, acceleratori AI per inferenza e ASIC.<\/li><li>Le prime consegne di processori data center e chip AI sono previste entro la fine dell&#8217;anno.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Tecnologia chiave HBC<\/div>\n        <div class=\"rh-quickfacts-value\">Uso di memorie pi\u00f9 economiche rispetto alla HBM<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Clienti custom gi\u00e0 acquisiti<\/div>\n        <div class=\"rh-quickfacts-value\">Due grandi operatori cloud non ancora nominati<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Il punto pi\u00f9 interessante sul piano tecnico \u00e8 la scelta di differenziarsi con un approccio alla memoria meno costoso rispetto alle piattaforme che dipendono dalla HBM.<\/div>\n        <div class=\"fbp5-info\">La sfida resta comunque complessa: nel mercato AI e cloud Qualcomm si trova davanti concorrenti molto forti come Nvidia, Cerebras e le soluzioni interne dei grandi operatori come Amazon Graviton e Google Axion.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Portafoglio data center annunciato<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Architettura<\/div>\n            <div class=\"fbp5-scheda-val\">High Bandwidth Compute, HBC<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">CPU per data center<\/div>\n            <div class=\"fbp5-scheda-val\">Dragonfly C1000<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Acceleratore AI<\/div>\n            <div class=\"fbp5-scheda-val\">AI300<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Altre soluzioni in sviluppo<\/div>\n            <div class=\"fbp5-scheda-val\">ASIC personalizzati<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Contesto<\/div>\n        <h2>Perch\u00e9 Qualcomm accelera ora sui chip server e <span>sull&#8217;intelligenza artificiale<\/span><\/h2>\n        <p>La pressione sul mercato smartphone spinge Qualcomm a cercare nuove aree di crescita. Da una parte la domanda per l&#8217;infrastruttura AI ha fatto impennare la richiesta di componenti, creando colli di bottiglia e spostando margini e investimenti verso il lato data center. Dall&#8217;altra, clienti storici come Apple e Samsung hanno intensificato lo sviluppo interno dei propri chip, riducendo lo spazio per i fornitori esterni.<\/p><p>Per questo la nuova offensiva server non \u00e8 soltanto una scommessa tecnologica, ma una mossa strategica per riequilibrare il mix di ricavi. Se le consegne promesse entro fine anno saranno rispettate e i progetti custom con gli hyperscaler entreranno davvero a regime, Qualcomm potr\u00e0 ritagliarsi un ruolo pi\u00f9 credibile in uno dei segmenti oggi pi\u00f9 remunerativi dell&#8217;industria dei semiconduttori.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Il mercato smartphone offre meno slancio rispetto agli anni scorsi.<\/li><li>La corsa all&#8217;AI sta spostando investimenti verso infrastruttura e data center.<\/li><li>I chip custom sono un&#8217;area ad alto potenziale anche per concorrenti come Broadcom e Marvell.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Obiettivo strategico<\/div>\n        <div class=\"rh-quickfacts-value\">Ridurre la dipendenza dai chip per smartphone<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Segmento pi\u00f9 promettente<\/div>\n        <div class=\"rh-quickfacts-value\">Data center AI e soluzioni personalizzate<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">La notizia pesa soprattutto perch\u00e9 collega ordini concreti, roadmap prodotto e nuovi obiettivi finanziari in un unico passaggio.<\/div>\n        <div class=\"fbp5-info\">Il vero banco di prova sar\u00e0 l&#8217;esecuzione: entrare nel data center \u00e8 diverso dal presidiare smartphone e PC, sia per cicli di vendita sia per intensit\u00e0 competitiva.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Elementi da tenere d&#8217;occhio<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Prime consegne attese<\/div>\n            <div class=\"fbp5-scheda-val\">Entro fine anno<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Modello di business<\/div>\n            <div class=\"fbp5-scheda-val\">Prodotti standard pi\u00f9 chip custom<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Mercati target<\/div>\n            <div class=\"fbp5-scheda-val\">Cloud, inferenza AI, server Arm<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/0\/968\/229.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px 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