$Meta Platforms, Inc.(META)$
Specifically, Microsoft will deploy Qualcomm's high bandwidth compute chip at Azure data centers. For Meta, CEO Mark Zuckerberg stated they will use Qualcomm as a supplier for data center CPUs under a strategic multi-generation collaboration.
On the roadmap, commercial sampling of HBC Gen 1 with the AI250 is expected in mid-2027, with a second-generation HBC chip in 2028. Qualcomm plans to launch a data center CPU in mid-2028 and anticipates meaningful custom silicon revenue starting Q1 2027.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
