Cambrian-AI 2026 Predictions Has A Few Surprises [Forbes]
QUALCOMM Incorporated (QCOM)
Last qualcomm incorporated earnings: 4/29 04:01 pm
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Source: Forbes
1. Agentic AI moves from demos to staffed “digital teams” We've all heard the cry, “The Agents are coming! The Agents are coming!”, and this will be the largest theme in AI next year. By late 2026, many large enterprises will have at least one production agentic workflow (not just a POC) handling end-to-end tasks in support, finance, or operations. Analyst estimates put the autonomous AI agent market around the mid-single digit billions in 2026, growing several-fold by 2030, so this will be visible in expense and capital budgets. 2. Inference dominates AI capex and reshapes hardware mix Ok, a no-brainer. Trying to up my average, here. Many estimates predict that by 2026, roughly two-thirds of AI compute cycles will be spent on inference, not training, and most of that will still sit in data centers and enterprise servers rather than at the edge. Consequently, specialized inference in-house silicon will grow much faster than GPUs in shipment growth, even if GPUs remain larger
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News
- Meta Cuts Verse, $3.25 Billion In Flux AI, As AI Axe Falls On Ad Crews [Forbes]Forbes
- QUALCOMM Incorporated (QCOM) Gains Analyst Confidence as AI and Data Center Strategy Accelerates [Yahoo! Finance]Yahoo! Finance
- We Walked, Slept, Swam And Ran (Many Miles) To Test The Best Smartwatches [Forbes]Forbes
- QUALCOMM Incorporated (QCOM): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Today Only: Save Up to $850 Off a New Microsoft Surface Pro 11 or Laptop 7 [CNET News]CNET News
QCOM
Earnings
- 11/5/25 - Beat
QCOM
Sec Filings
- 12/2/25 - Form 4
- 12/2/25 - Form 144
- 11/21/25 - Form 4
- QCOM's page on the SEC website