正文 · AI 翻译
Thanks to IT Home reader 乌蝇哥的左手 for the tip!
IT Home reported on November 7 that Reuters published an article today (November 7) saying that Google parent Alphabet bought about 2.977 million shares of chip giant Qualcomm for the first time in the third quarter. The stake was worth about $548 million (IT Home note: approximately 3.662 billion yuan at the current exchange rate), or about 0.5% of Qualcomm’s total shares outstanding.
According to U.S. securities regulatory filings, the total market value of Alphabet’s holdings in the third quarter was about $88.3 billion (approximately 590.067 billion yuan at the current exchange rate), down from about $99.1 billion (approximately 662.238 billion yuan at the current exchange rate) in the previous quarter, a quarter-on-quarter decline of about 10.9%. During the quarter, it initiated positions in 4 stocks, increased its holding in 1 stock, reduced its holdings in 3 stocks, and exited 3 stocks entirely; its top 10 holdings together accounted for 99.48% of the portfolio.
In Alphabet’s disclosed investment portfolio, the newly purchased Qualcomm shares were a significant new holding, ranking sixth by market value:
SpaceX: about $83.734 billion (approximately 559.555 billion yuan at the current exchange rate), accounting for 94.78%
CME Group: about $913 million (approximately 6.101 billion yuan at the current exchange rate), accounting for 1.03%
Planet Labs: about $578 million (approximately 3.862 billion yuan at the current exchange rate), accounting for 0.65%
Arm: about $568 million (approximately 3.796 billion yuan at the current exchange rate), accounting for 0.64%
Revolution Medicines: about $549 million (approximately 3.669 billion yuan at the current exchange rate), accounting for 0.62%
Qualcomm: about $548 million (approximately 3.662 billion yuan at the current exchange rate), accounting for 0.62%
Qualcomm has long been a key chip supplier to the Android phone ecosystem and already works closely with Google in areas including smartphones, Chromebook laptops, and automotive AI chips. This equity investment comes at a pivotal stage as Qualcomm accelerates its expansion from mobile phone chips into AI data center chips. Qualcomm previously projected that its data center business revenue could reach $15 billion (approximately 100.238 billion yuan at the current exchange rate) by 2029.
The market interpreted the investment as a significant endorsement by Google of Qualcomm’s data center transition. After the news was disclosed, Qualcomm shares rose by about 5% at one point. However, the regulatory filing only shows Alphabet’s holdings as of September 30; it does not specify when or how the shares were purchased, nor does it confirm any direct procurement or cooperation arrangement between the stake and Qualcomm’s AI data center business.