Qualcomm Doubled Its Growth Target. Here's Why.

Qualcomm pulled its automotive revenue target in by two years. Now the same playbook is funding its entry into data center and robotics. On Ep. 310 of the Six Five Pod, Patrick Moorhead and Daniel Newman break down how Qualcomm turned its automotive win into what one of them calls permission to win in data center, why Microsoft and Meta signed on as named customers, and what doubling the 2029 non-handset growth target actually signals about where the company is headed.