US EditionQualcomm announces AI chips to compete with AMD and Nvidia
- On Monday, Qualcomm Technologies, Inc. announced new AI accelerator chips for data centers, introducing the AI200 and follow-up AI250 to compete with Nvidia and AMD.
- Responding to demand for inference capacity, Qualcomm said its chips build on Hexagon NPUs and that its AI cards support 768 GB per card, amid nearly $6.7 trillion in data-center capex through 2030, according to a McKinsey estimate.
- Using its Hexagon NPUs, Qualcomm's AI cards support 768 gigabytes per card and the AI250's near-memory computing offers more than 10 times higher memory bandwidth with lower power use.
- Humain will be the first customer, planning to deploy up to 200 megawatts, while Qualcomm said it will sell parts separately to hyperscalers, and Qualcomm stock rose 0.97% to $170.58 Monday.
- Having attempted a prior data-center push, Qualcomm's new rack solutions feature direct liquid cooling, PCIe, Ethernet scale-out, confidential computing, and a 160 kW power draw, marking renewed competition.
105 Articles
105 Articles
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BizTocQualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD
Qualcomm wants everyone to know that it’s not chopped liver in the AI economy. On Monday, the San Diego-based veteran in the semiconductors-for-smartphones game climbed aboard the AI hype train, with a pair of accelerator chips for massive data centers set to hit the market in 2026 and 2027, respectively. The move adds yet another late-breaking entrant into the race dominated by Nvidia and AMD. Qual(comm)ity Concerns Shares of Qualcomm climbed …
Qualcomm Enters AI Data Center Market With 2 Chips, Takes on Nvidia
Qualcomm Technologies announced on Oct. 27 that it will launch its AI200 and AI250 inference chips and integrated rack-scale systems in the next two years, marking its entry into the AI data center hardware market currently dominated by Nvidia. The announcement is another strategic pivot for the San Diego-based company, which has predominantly focused on the wireless communications and computing industries and is widely known for its high-perfor…
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