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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.24-0.8%Oct 30 3:59 PM EDT
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From: GR8FORM10/25/2025 6:20:22 PM
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Looks like a Monday article was released early: Qualcomm looks to take on Nvidia, AMD as it enters AI accelerator market

Oct 27, 2025 10:00 AM ET I QUALCOMM

Incorporated (QCOM) | Chris Ciaccia, SA news editor

Qualcomm (NASDAQ: QCOM) announced its entry into the artificial intelligence accelerator market on Monday, as it looks to take on industry heavyweights Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD).

The Cristiano Amon-led company unveiled its Qualcomm A1200 and AI250 chips, accelerator cards and racks, all of which use the company's neural processing units technology.

The A1200, set to be released in 2026, supports 768 GB of LPDDR per card for higher memory capacity and lower cost, San Diego-based Qualcomm said. The AI250 — available in 2027 — will have an “innovative memory architecture based on near-memory computing,” which Qualcomm said will enable 10 times higher effective memory bandwidth and lower power consumption.

“With Qualcomm AI200 and AI250, we’re redefining what’s possible for rack-scale AI inference. These innovative new AI infrastructure solutions empower customers to deploy generative AI at unprecedented [total cost of ownership], while maintaining the flexibility and security modern data centers demand,” said Qualcomm executive Durga Malladi in a statement.

Qualcomm also teased that it would unveil another AI accelerator in 2028. The company has committed to an annual cadence, similar to what Nvidia
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