Qualcomm stock jumps after unveiling new AI chips to challenge Nvidia

Investing.com -- Qualcomm (NASDAQ:QCOM) stock rose 12% Monday after the company announced its entry into the data center AI market with two new inference-optimized chips designed to compete with Nvidia’s (NASDAQ:NVDA) offerings.

The semiconductor giant unveiled the Qualcomm AI200 and AI250 chip-based accelerator cards and racks, which the company claims will deliver rack-scale performance and superior memory capacity for generative AI inference workloads at industry-leading total cost of ownership.

The AI200 solution features 768 GB of LPDDR memory per card, while the AI250 introduces an innovative near-memory computing architecture that provides over 10x higher effective memory bandwidth with lower power consumption. Both solutions include direct liquid cooling and support for PCIe and Ethernet connectivity.

Qualcomm’s new offerings come with a comprehensive software stack supporting popular AI frameworks and include features like one-click deployment of Hugging Face models. The company is positioning these products as cost-effective alternatives for data centers running AI inference workloads.

The move represents Qualcomm’s strategic expansion beyond its traditional mobile chip business into the rapidly growing data center AI market currently dominated by Nvidia. However, commercial availability is still some time away, with the AI200 expected in 2026 and the AI250 in 2027.

Qualcomm also committed to an annual cadence for its data center AI roadmap going forward, focusing on inference performance, energy efficiency, and competitive total cost of ownership.

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