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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.63-1.3%3:59 PM EDT
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From: Doug M.10/28/2025 12:23:10 PM
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AI250 introduces novel memory architecture

Oct 28, 2025

The Qualcomm AI250 stands out by introducing a new memory architecture based on near-memory computing. This design aims to significantly improve memory bandwidth and power consumption for AI inference tasks. Qualcomm states the AI250 delivers over ten times higher effective memory bandwidth compared to previous generations. This enables disaggregated AI inferencing, which allows hardware resources to be used more effectively, meeting customer needs for performance and cost control.

Qualcomm AI200 and AI250 chips offers new approach to data centre AI

What is this novel memory architecture - could it be CXL?

Don't forget that QCOM is a member of the consortium - but the attributes
of CXL are more along the lines of memory expansion pooling, sharing,
and cache coherency. However, one of the key attributes of the AI250
will be disaggregation of memory and that's exactly what CXL is designed
to do.

Here is an example of Ali Cloud using an in-memory database for disaggregation:

page 18 of 30:

PowerPoint Presentation

Here's more on disaggregated memory:

Orchestrating Memory Disaggregation with Compute Express Link
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