The Qualcomm stock they went up more than 11% after announcing his entry to the competitive artificial intelligence (AI) chips and servers marketa sector dominated by Nvidia and AMD, as the company presented its new AI200 and AI250 acceleratorsalong with a rack-scale server offering.
The new products will be available starting in 2026, when Qualcomm will launch the AI200, which will work both as an individual chip and integrated into complete racks with its own CPUs.
In 2027, the AI250 will arrive, offering ten times more memory bandwidth, and a third model is planned for 2028, following an annual release cadence.
Qualcomm presents artificial intelligence chips to compete with Nvidia
Both chips incorporate the Hexagon neural processing unit (NPU)developed by Qualcomm and already used in its processors for Windows PCs. The company seeks to apply the experience gained in personal devices to large-scale environments.
One of the key advantages that Qualcomm highlights is the low total cost of ownership (TCO) of its servers, driven by superior energy efficiency.
The new chips are designed specifically for AI inferencethat is, to run already trained models, not to train new algorithms, which makes them attractive for companies seeking to optimize operating costs without sacrificing performance.
Durga Malladisenior vice president at Qualcomm, explained that customers will be able to purchase the chips individually, server components or complete configurations, offering flexibility in deployment.
In fact, it does not rule out that potential buyers include rivals like Nvidia or AMDwhich could generate unexpected strategic alliances.
Tested potential
This foray is not Qualcomm’s first in the sector: in 2017 it had launched the Centriq 2400 platform together with Microsoft, an attempt that failed due to strong competition and internal disputes. However, the current context, marked by the explosion of generative AI, offers a more favorable opportunity.
With this bet, Qualcomm seeks to diversify its incomewhich still depend heavily on mobile phone chips ($6.3 billion of the $10.4 billion reported in its last quarter).
If it manages to gain ground against the giants in the sector, it could become a new relevant player within the global artificial intelligence ecosystem.
Source: Ambito
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