Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China, including custom AI accelerators engineered to stay below U.S. export thresholds, CEO Cristiano Amon told Nikkei Asia on the sidelines of the company's investor day in New York on Wednesday. China supplied 46% of Qualcomm's revenue in 2025, almost all of it from smartphone silicon, and Amon’s data center plan could revive the same export-compliant strategy that cut Nvidia's China accelerator sales to almost zero.
Dragonfly covers AI accelerators, data center CPUs, custom silicon, and connectivity chips, and Amon said versions of every line will ship into China within the export rules. “We have versions of all of our products that comply with those guidelines,” he told Nikkei Asia, adding that Qualcomm is “engaged in conversations,” presumably with Chinese customers. The first accelerator, the AI250, is due next year and uses the company's HBC near-memory design instead of the HBM stacks that Nvidia and AMD racks rely on, a packaging choice that could pay off in a market where HBM is and will remain tight for the foreseeable future.
