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Jensen Huang just told the world to buy Qualcomm stock (Save this)

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-08

Nvidia CEO Jensen Huang publicly stated Nvidia would not enter the smartphone chip market, effectively endorsing Qualcomm as the dominant player in edge AI inference.

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Extraction

Topics: edge-aiqualcommnvidiaon-device-ai

Claims

  • Jensen Huang told a journalist that Nvidia has no plans to enter the smartphone chip market.
  • Huang stated Qualcomm is doing a great job, functioning as an implicit endorsement.
  • Qualcomm's role is expanding beyond smartphone chips into edge AI inference, which most observers underappreciate.

Key quotes

Jensen Huang just told the world to buy Qualcomm stock
A journalist asked him directly whether Nvidia would enter smartphone chips as AI moves to the edge and Jensen said no, Qualcomm is doing a great job.
Most people still think Qualcomm makes smartphone chips