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.
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96 Articles
Qualcomm soars after taking aim at Nvidia with new AI chips
Qualcomm shares rose to their highest price in 15 months after the company unveiled chips and computers for the lucrative AI data centre market, aiming to challenge Nvidia in the fastest growing part of the industry. The company’s new AI200 line-up will start shipping next year, Qualcomm said on Monday. The first customer will be Saudi Arabia’s AI start-up Humain, which plans to deploy 200 megawatts’ worth of computing systems based on the chips…
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…
Qualcomm Just Entered AI Chip Race. Can it Catch AMD and Nvidia?
Shares of underrated semiconductor firm Qualcomm (NASDAQ:QCOM) were off to the races on Monday, blasting off more than 11% in a single session, as news broke that the firm will be entering the AI chip race, clashing with titans like Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). Even if Qualcomm weren’t to catch up to the top two leaders in the AI accelerator scene, I view its latest pivot as a massive win, especially when you con…
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