“As generative AI accelerates demand for our technology and we become increasingly relevant across multiple industries, Qualcomm is well positioned to address a $900 billion opportunity by 2030 across an expanding ecosystem of new customers and partners.”
President and CEO, Qualcomm
Qualcomm's ~$900 billion edge TAM is targeted for 2030; Amon reiterated the figure at the March 2026 shareholder meeting.