$QCOM · Jose Najarro Stocks · 2026-10-28
Qualcomm 与 Anduril 在军用计算机设备上的合作若赢得大合同，可能成为巨大的催化剂，帮助 Qualcomm 将芯片业务拓展到 Snapdragon 之外；说话者仅将其作为一种可能性提出，并非确定的观点。
逐段跳播
另外，昨天 Palmer Lucky 的合作伙伴和 Qualcomm 一起，还有 Anderol。
Also, you had a Palmer Lucky partner with Qualcomm yesterday with Anderol.
所以 Andrew 在和 Qualcomm 合作，可能在做军用计算机设备，前提是它们拿到 Qualcomm 175 到 182 的大合同。也许这对 Qualcomm 是个巨大的催化剂，因为它们开始多元化自己的芯片版本，Snapdragon Center 等等。
So you got Andrew working on potentially uh military computer devices in partnership with Qualcomm if they get a big contract for that Qualcomm 175 to 182. Maybe that's a massive catalyst for Qualcomm as they start to diversify their versions of chips, Snapdragon Center, etc.
我们正在与更广泛的硬件生态合作，把这些能力带到新一代 PC 上，涵盖 AMD 的 Ryzen AI 400 系列、Intel Core Ultra Series 3、Qualcomm Snapdragon X2 系列。
We are working with the broader hardware ecosystem to bring these capabilities to a new generation of PCs across AMD's Ryzen AI 400 series, Intel Core Ultra Series 3, Qualcomm Snapdragon X2 series.
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