Qualcomm Enters the Data Center! Launches AI200/AI250 Chips Targeting NVIDIA, Stock Surges 20% in a Day
Qualcomm announced two cloud AI inference chips, AI200 and AI250, planned for commercial use in 2026 and 2027, marking its transition from terminal chips to a full-stack AI infrastructure. The news caused the stock to surge over 20% in a single day, the largest increase since 2019. Unlike NVIDIA's comprehensive approach, Qualcomm focuses on the large model inference market, emphasizing energy efficiency and cost advantages.
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