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Qualcomm 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.
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The American company Qualcomm announced for months that it will launch a new set of chips for artificial intelligence-based data centres, thus in direct competition with Nvidia and AMD giants, which dominates the AI semiconductor market. According to the announcement, Qualcomm's actions have increased by 15%, according to CNBC.

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arcamax.com broke the news in on Monday, October 27, 2025.
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