I went to CoPilot and got this update.
..... Lots of number crunching which I won't post.
Interpretation
• The $20,000 per rack figure from the forum post is likely far too low.
• Realistic per-rack revenue for a full-stack AI inference solution is likely $100K–$200K, depending on configuration and services.
• Qualcomm’s edge is efficiency and cost-effectiveness, so their per-rack cost might be lower than Nvidia’s, but still substantial.
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Revenue per Rack = 1,000,000,000 / 1,250 = 800,000
So each rack would represent $800,000 in revenue, which likely includes:
• Qualcomm’s AI chips (AI200/AI250)
• Server hardware
• Software stack
• Networking and cooling
• Support and integration
?? Why This Matters
• The earlier Silicon Investor post estimated $20,000 per rack, which is 40× lower than this updated figure.
• Qualcomm’s architecture is designed to be efficient and scalable, but these racks are still high-performance AI inference systems, not commodity hardware.
• This aligns better with enterprise-grade AI infrastructure pricing — similar to Nvidia’s DGX systems, which can cost $250K–$500K per unit, depending on configuration.
Focusing upon Qualcomm's part here it's likely in-line with that of an Nvidia DGX rack and in the range of $200M covering 1,000 racks in total. |
