Lao Huang brings goods to Qualcomm!!! Huang Renxun recently publicly stated that Nvidia would not enter the field of smart phone chips, and said that Qualcomm had performed well in the migration of edge computing. Qualcomm is currently promoting the layout of local end side computing platforms such as smart phones, Microsoft AI PCs, Meta smart glasses, Tesla autonomous vehicle and proxy AI robots. According to financial report data, Qualcomm achieved revenue of $10.6 billion in the second quarter of 2026, with a record breaking $1.3 billion in automotive revenue, a year-on-year increase of 38%, and annualized tracking data exceeding $5 billion. In addition, Qualcomm has confirmed a multi generation customized silicon wafer agreement with a large-scale cloud service provider, and the first batch of products will be shipped in the December quarter of 2026; Its AI200 inference chip has also entered the production stage. In terms of end-to-end performance, the next generation Snapdragon platform's CPU and GPU performance have both increased by 3 times, while NPU performance has increased by 12 times. Although Qualcomm is expanding its three core businesses of mobile phones, automobiles, and data centers simultaneously, the market has long defined it simply as a single smartphone chip manufacturer. Due to the fact that the vast majority of existing smartphones were manufactured before the widespread adoption of proxy AI, old devices face accelerated hardware depreciation costs. In addition, over one million vehicles equipped with Qualcomm Snapdragon Ride chips for advanced driver assistance systems (ADAS), as well as Stellantis, which promises to shift the entire vehicle stack to Snapdragon, will face large-scale migration and adaptation expenses for software and hardware architecture. The core action of Qualcomm's accelerated layout at the current node is to bet on the hardware upgrade cycle brought by proxy AI. The CEO of Qualcomm defines this as the largest upgrade window in the company's history. Its AI200 inference chip has entered the data center market and secured partnerships with ultra large scale cloud service providers, expected to achieve significant revenue in the 2027 fiscal year. The company plans to hold Investor Day on June 24th to re evaluate its business growth model to the capital market. The explosion of edge AI computing is changing the distribution gateway for computing power and data. Qualcomm attempts to cut off its absolute dependence on cloud computing centers and consolidate computing control in local physical devices by customizing silicon wafer protocols and improving the computing power of end side NPUs. This has led to the evolution of hardware terminals, which were originally used as software application carriers, into independent automation computing nodes. The centralization of supply authority for edge computing chips will ultimately determine the traffic distribution efficiency and commercial monetization structure of the next stage of the artificial intelligence industry.