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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.90+2.1%Oct 31 9:30 AM EST

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To: GR8FORM who wrote (196161)10/26/2025 10:23:36 AM
From: Jim Mullens8 Recommendations

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GR8. Re: Qualcomm looks to take on Nvidia, AMD as it enters AI accelerator market
Looks like a Monday article was released early: (and taken down immediately per QHT)

>>>>>>>>>

And, strange wording – “....announced its entry into the.......(AI accelerator market)...” , since QCOM has been talking up AI accelerators for quite some time beginning in 2019, and originally spoke about the AI 200 last December.

Copilot >>>>>>>>>>>

1) when did QCOM first announce its entry into the AI accelerator market

Qualcomm first announced its entry into the AI accelerator market on April 9, 2019, during a San Francisco event where it unveiled the Cloud AI 100 — a server accelerator card designed specifically for AI inference workloads. This marked Qualcomm’s initial move to compete with companies like Nvidia and Intel in the data center inference space, leveraging a chip built from the ground up for running trained AI models efficiently.

2) and subsequent AI accelerator PRs / announcements

Here’s a timeline of Qualcomm’s major AI accelerator announcements and press releases, from its initial entry into the market to its latest rack-scale offerings:

?? Qualcomm AI Accelerator Timeline

Date

Product / Event

Key Highlights

April 9, 2019

Cloud AI 100

Qualcomm’s first dedicated AI inference accelerator, built on a 7nm node. Announced at an AI Day event in San Francisco. Claimed 10x performance-per-watt over competitors.

2020–2023

Cloud AI 100 Ultra / AI 80 Ultra

Iterative upgrades with higher TOPS, memory, and PCIe Gen4 support. Used in edge servers and embedded systems.

December 14, 2024

Cloud AI 200 (AIC200) Linux Driver Patch

Open-source driver support spotted for upcoming Cloud AI 200 series, signaling imminent launch.

October 27, 2025

AI200 and AI250 Launch

Qualcomm officially enters rack-scale inference with full-stack solutions: chips, cards, and racks. Durga Malladi states: “With Qualcomm AI200 and AI250, we’re redefining what’s possible for rack-scale AI inference…”?source†edge?.

October 2025

Snapdragon Summit 2025

Qualcomm outlines broader AI roadmap, including Gen AI on-device and enterprise inference strategy.

CES & MWC 2025

AI-first Edge Strategy

Qualcomm emphasizes shift from cloud to edge AI processing across PCs, automotive, and smart homes.

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