I strongly believe the October 27 launch of AI200/AI250 rack-scale inference systems is the inflection point, putting an AI stamp on Qualcomm and helping offset potential Apple modem revenue erosion. Targeting inference (not training) mirrors Broadcom's custom-chip playbook. From a timeline perspective, the AI200 will ship in 2026, AI250 in 2027, well placed for rising inference demand. Key ris...
On October 27, Qualcomm released a new series of artificial intelligence chips to compete with the market leader Nvidia, as the race to cash in on the massive AI datacenter buildout heats up.
Amazon is beginning a round of layoffs that are expected to amount to the company's largest corporate cuts in its history. Qualcomm will release artificial intelligence accelerator chips in a bid to compete with Nvidia and AMD.
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).
Qualcomm Incorporated is entering the AI accelerator market with its AI200 and AI250 chips, aiming for cost-efficient inference workloads. QCOM leverages its expertise in low-power, high-performance SoCs to target edge and enterprise AI, positioning itself as a bridge between edge and cloud AI inference. Capturing even a small share of the projected $500 billion AI accelerator market could add ...
A chipmaker's stock soared Monday after it launched new products targeting the competitive artificial intelligence data center market, while falling gold prices pressured shares of a top mining company.
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