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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wolf who wrote (196181)	10/27/2025 5:36:36 PM
From: Bill Wolf	1 Recommendation Recommended By Dr. John Read Replies (1) \| Respond to of 196311

Qualcomm Launches AI Chips to Challenge Nvidia’s Dominance Shares in the semiconductor maker rose as much as 20% in Monday trading By Robbie Whelan and Gareth Vipers Updated Oct. 27, 2025 12:35 pm ET Qualcomm’s shares rose by as much as 20% after announcing new artificial-intelligence accelerator chips, the AI200 and AI250, to rival Nvidia. The AI200 will ship next year, with Humain, a Saudi AI company, as the first customer, deploying 200 megawatts of chips. Qualcomm aims to compete in the AI chip market, joining Intel and AMD, by offering high memory bandwidth and low power consumption. An artificial-intelligence tool created this summary, which was based on the text of the article and checked by an editor. Read more about how we use artificial intelligence in our journalism. Qualcomm’s shares rose by as much as 20% after announcing new artificial-intelligence accelerator chips, the AI200 and AI250, to rival Nvidia. Shares in Qualcomm QCOM 11.09%increase; green up pointing triangle jumped as much as 20% early Monday after the company announced it was launching new artificial-intelligence accelerator chips to rival Nvidia NVDA 2.81%increase; green up pointing triangle. The AI200 will start shipping next year and the AI250 in 2027, the company said. Both will be available as stand-alone components or cards that can be added into existing machines. The move puts Qualcomm, which has so far mostly focused on semiconductors for mobile devices, in direct competition with Nvidia, which has dominated the market for AI chips. Qualcomm joins Intel and Advanced Micro Devices AMD 2.67%increase; green up pointing triangle in trying to mount AI-chip competition against the semiconductor giant. In an interview, Durga Malladi, a senior vice president at Qualcomm, said that the processors represented the natural evolution of the company’s product line. The company has developed a strong lineup of device-based chips and now wants to scale up its capabilities for AI data centers. Qualcomm says the AI200 and AI250 have an edge because of their memory capabilities and energy efficiency. “We’re bringing customers extremely high memory bandwidth and extremely low power consumption,” Malladi said. “It’s the best of both worlds.” Qualcomm is trying to break into the growing market for AI software and services. The demand for AI processing power is sparking a modern-day gold rush, with technology and power companies pumping hundreds of billions of dollars into the sector. Large companies, or hyperscalers, such as Amazon.com and Microsoft could easily spend about $3 trillion by 2030 to build and operate data centers for their businesses, according to BlackRock Investment Institute. Earlier this month, OpenAI and chip-designer Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors, marking one of the most direct challenges yet to industry leader Nvidia. Troubled chip maker Intel has also made recent inroads into data-center computing by working with Nvidia to design its first data-center CPUs, or central processing units—the computer brains that power most servers. The first customer for the AI200 chips will be Humain, an AI company established by the Kingdom of Saudi Arabia’s Public Investment Fund, Qualcomm said. Humain plans to deploy 200 megawatts worth of the chips next year at Saudi data centers, to be used mainly for inference computing, or the functions that allow AI models to respond to queries. The deal expands upon a partnership between Qualcomm and Humain announced in May during President Trump’s visit to a Saudi-U.S. investment forum in the capital of Riyadh. Humain also announced a partnership with Nvidia at the same event, which involves Humain deploying 500 megawatts of power and purchasing hundreds of thousands of servers powered by Nvidia’s Grace Blackwell chips, its most-advanced semiconductors currently on the market. Write to Robbie Whelan at robbie.whelan@wsj.com and Gareth Vipers at gareth.vipers@wsj.com

To: Bill Wolf who wrote (196181)	10/28/2025 7:16:19 AM
From: Bill Wolf	3 Recommendations Recommended By Dr. John manning18 sbfm Respond to of 196311

Qualcomm Soars After Taking Aim at Nvidia With New AI Chips By Ian King October 27, 2025 at 10:00 AM EDT Updated on October 27, 2025 at 4:36 PM EDT Takeaways by Bloomberg AI Qualcomm Inc. shares rose to their highest price in 15 months after unveiling chips and computers for the AI data center market. The company's new AI200 lineup will start shipping next year, with the first customer being Saudi Arabia's AI startup Humain. Qualcomm is trying to break into the market for AI accelerators, which is already dominated by Nvidia Corp., with a different approach that utilizes new memory-related capabilities and power efficiency. Qualcomm Inc. shares rose to their highest price in 15 months after the company unveiled chips and computers for the lucrative AI data center market, aiming to challenge Nvidia Corp. in the fastest-growing part of the industry. The company’s new AI200 lineup will start shipping next year, Qualcomm said on Monday. The first customer will be Saudi Arabia’s AI startup Humain, which plans to deploy 200 megawatts’ worth of computing systems based on the chips starting in 2026. Qualcomm is trying to break into the market for AI accelerators, which are used to create and run artificial intelligence models. It’s an area that’s already transformed the semiconductor industry, with hundreds of billions of dollars being spent on data centers to power AI software and services. The torrid growth has turned market leader Nvidia into the world’s most valuable company. Qualcomm, the largest maker of smartphone processors, looks to gain a foothold in this market with a different approach. It argues that new memory-related capabilities and the power efficiency of Qualcomm’s designs — that owe their roots to mobile device technology — will attract customers, despite its relatively late entry. The shares climbed 11% to $187.68, their biggest single-day jump since April and the highest price since July 2024. Arm Holdings Plc, which develops some of the underlying technology used by Qualcomm, gained 4.7% to $178.62 at the close in New York. The Humain deal suggests there’s *“early traction”* for Qualcomm’s new AI accelerators, Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note. “Though it’s too soon to call this a serious challenge to Nvidia’s dominance, *even modest share gains in the over $500 billion AI accelerator market could translate into billions in incremental revenue,” they said.* Qualcomm’s AI200 product will be offered in a range of forms: a standalone component, cards that can be added into existing machines or as part of a full rack of servers provided by Qualcomm. Those debut products will be followed by the AI250 in 2027, the San Diego company said. If supplied only as a chip, the component could work inside gear that’s based on processors from Nvidia or other rivals. As a full server, it will compete with offerings from those chipmakers. The new offerings are built around a neural processing unit, a type of chip that debuted in smartphones and is designed to speed up AI-related workloads without killing battery life. That capability has been developed further through Qualcomm’s move into laptop chips and has now been scaled up for use in the most powerful computers. Under Chief Executive Officer Cristiano Amon, Qualcomm is trying to diversify away from its dependence on smartphones, which are no longer increasing sales as quickly as they once did. The company has branched out into chips for cars and PCs, but is only now offering a product in what’s become the biggest single market for processors. Qualcomm has been “quiet in this space, taking its time and building its strength,” according to Durga Malladi, a company senior vice president. Qualcomm is in talks with all of the biggest buyers of such chips on deploying server racks based on its hardware, he said. Winning orders from companies such as Microsoft Corp., Amazon.com Inc. and Meta Platforms Inc. would offer a significant new revenue source for Qualcomm. The company has posted solid, profitable growth over the last two years, but investors have favored other tech stocks. Qualcomm shares had gained 10% in 2025 through the end of last week, lagging behind a 40% surge by the Philadelphia Stock Exchange Semiconductor Index. Nvidia, which remains atop the AI computing world, is on target to generate more than $180 billion in revenue from its data center unit this year, more than any other chipmaker – including Qualcomm – will get in total, according to estimates. Qualcomm’s new chips will offer an unprecedented amount of memory, according to Malladi. They’ll have as many as 768 gigabytes of low-power dynamic random access memory. Memory access speed and capacity are crucial to the rate at which the chips can make sense of the mountain of data handled in AI work. The new chips and computers are aimed at inference work, the computing behind running AI services once the large language models that underpin the software have been trained. AI growth also could help Qualcomm offset a loss of business from Apple Inc., according to Bloomberg Intelligence. After years of generating about 20% of Qualcomm’s revenue, the iPhone maker is switching to in-house chips. (Updates with closing share prices in the fifth paragraph.) bloomberg.com