June 14, 2026 
3 min read 
Jensen Huang of Nvidia publicly urged investors to buy Qualcomm, and that endorsement underscores a wider structural point: the AI transformation is moving out of large scale data centers and into phones, personal computers, cars, wearables and a vast array of connected devices. That shift changes the nature of the competitive landscape and places Qualcomm squarely in the conversation for device centered AI compute and connectivity.
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