India, Sept. 7 -- Qualcomm is broadening its business beyond smartphones and edge devices, with data-centre infrastructure, industrial AI, software and next-generation connectivity becoming increasingly interconnected parts of its growth strategy.

The shift became clearer at the company's 2026 Investor Day, where Qualcomm outlined a plan to expand across what it describes as the "compute continuum", from highly power-constrained devices to edge infrastructure and data centres. It also raised its fiscal 2029 target for non-handset revenue to USD 40 billion, including more than USD 15 billion from data centres.

The significance for the telecom industry is that Qualcomm does not see these businesses as separate markets. Instead, it is posi...