Qualcomm Takes On Nvidia With Its New AI Chips

Benzinga

The AI chip war is heating up — and Qualcomm (NASDAQ: QCOM) just entered the ring.  The company unveiled two new data center chips — the AI200 and AI250 — designed for AI inference, the process that powers responses from large language and multimodal models like ChatGPT.  The AI200 packs 768 GB of memory per card, while the AI250 introduces a near-memory computing architecture delivering 10x higher effective bandwidth with lower power use — a major leap in AI efficiency.  Both systems feature direct liquid cooling, PCIe scale-up, Ethernet scale-out, and confidential computing for secure workloads. The AI200 will launch in 2026, followed by the AI250 in 2027.  This puts Qualcomm in direct competition with Nvidia’s H100/H200, AMD’s MI300X, Intel’s Gaudi, and AI chip efforts from Google and Amazon.  Following the announcement, QCOM stock rose 0.97% premarket to $170.58, as investors bet on Qualcomm’s growing role in the AI data center boom.

Transcript

00:00Qualcomm just unveiled two new data center chips, the AI200 and the AI250, built for AI inference,

00:07meaning they help massive language models like ChatGPT respond faster and more efficiently.

00:12The focus, more power, less energy, and lower cost. The AI200 packs 768 gigabytes of memory per

00:20card, designed for massive AI workloads. Then there's the AI250, using near-memory computing

00:26to deliver 10x higher bandwidth with dramatically lower power consumption. This puts Qualcomm head

00:32to head with NVIDIA's H100 and H200, AMD's MI300X, and Intel's Gaudi chips. Plus, Google and Amazon

00:40who are building their own. It's officially an AI data center arms race. Both chips roll out soon,

00:46the AI200 in 2026 and the AI250 in 2027, as demand for AI infrastructure explodes. Qualcomm stock

00:54ticked up over 13% today, over $190 after the announcement. So what do you think? Can Qualcomm

01:00actually challenge NVIDIA in the AI chip war? Drop your thoughts below and follow Benzinga for more

01:04market breakdowns.

Category

Transcript

Comments

Recommended