Qualcomm and Google Partner to Bring Agentic AI to Cars
Qualcomm and Google have partnered to integrate Agentic AI into vehicles, enabling smart voice assistants that can manage navigation, music, and climate control while understanding multiple languages. Qualcomm's Snapdragon Digital Chassis will provide the necessary hardware, while Google Cloud's Automotive AI Agent will enhance conversational capabilities. This collaboration utilizes Android Automotive OS, allowing automakers to customize features directly. Additionally, Qualcomm (QCOM) has a Moderate Buy consensus rating on Wall Street, with a price target suggesting a 12.71% upside potential from its current price of $180.33.
Agentic AI refers to systems that can act independently, understand context, and respond in a more human-like way. Instead of just following basic voice commands, these AI assistants can behave like digital co-pilots, handling navigation, music, climate control, and even anticipating driver needs.
Thanks to this collaboration, carmakers will be able to create smart voice assistants that understand multiple languages, handle several tasks at once, and work smoothly across devices.
These assistants will operate both inside the vehicle and in the cloud, enabling fast responses and continuous updates.
QCOM's Snapdragon Meets GOOGL's Gemini
Qualcomm's Snapdragon Digital Chassis will provide the hardware and software for modern vehicles. Meanwhile, Google Cloud's Automotive AI Agent, powered by Google's Gemini models, will help enable conversational and agentic AI features directly in the car.
Importantly, the deal uses Android Automotive OS, Google's built-in software that runs directly on a car's hardware. Unlike Android Auto, which needs a phone to work, Android Automotive gives automakers more control to customize features in the car.
Overall, by using a standardized platform, carmakers can reduce development time for complex AI systems and deliver more flexible, connected services to drivers.
Is QCOM a Good Buy Now?
Turning to Wall Street, QCOM stock has a Moderate Buy consensus rating based on 11 Buys, six Holds, and one Sell assigned in the last three months. At $180.33, the average Qualcomm stock price target implies a 12.71% upside potential.
