Qualcomm recently introduced two new artificial intelligence chips aimed at data centers. These chips, named AI200 and AI250, are set to hit the market in 2026 and 2027. This move marks Qualcomm’s effort to branch out from its traditional smartphone focus and tap into the growing AI infrastructure market.
On the news of these chips, Qualcomm shares jumped nearly 15%. This enthusiasm highlights the increasing demand for AI technology. Investment in AI chips has skyrocketed as companies seek to support large language models and advanced AI applications. While Qualcomm aims to make a mark, Nvidia currently dominates this space.
In a bid to strengthen its AI capabilities, Qualcomm announced its plans to acquire Alphawave for $2.4 billion in June. Alphawave specializes in semiconductor technology for data centers, which could complement Qualcomm’s new chips. Moreover, Qualcomm revealed intentions to design custom central processing units (CPUs) for data centers, using technology from Nvidia.
Experts suggest that as enterprises explore AI, the need for compatible chips and technologies will only increase. A report from McKinsey predicts that AI could contribute an additional $13 trillion to the global economy by 2030. This shows just how vital advancements like Qualcomm’s new chips could be for companies looking to stay competitive.
Additionally, Qualcomm’s new chips support popular AI frameworks, which could help businesses save on costs while enhancing performance. The company’s recent launch also included accelerator cards and racks, designed to optimize the use of these chips.
In a related move, Intel announced its own AI chip called Crescent Island, expected next year. This competition is heating up as companies scramble to capture a slice of the booming AI market. As AI continues to evolve, forward-thinking advancements from companies like Qualcomm could reshape the technology landscape.
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data centers, Qualcomm, artificial intelligence, Nvidia chips, AI infrastructure market, AI applications, commercial availability
