To: QCOM_HYPE_TRAIN who wrote (196266 ) 10/28/2025 1:46:09 PM From: Jim Mullens 8 RecommendationsRecommended By
Read Replies (1) | Respond to QHT, re: Inference Data Center Spare- Nvda BOM and Energy (TCO) vs QCOM solution-This is what is so exciting about entering into this space. Nvidia racks are so wildly expensive that when QC come in with mostly competitive inference racks, but at a significant discount its a win-win all around. — Total Cost of Ownership (TCO) & Energy Cost Comparison: Qualcomm vs. Nvidia vs. AMD Qualcomm’s AI250 racks deliver up to 60% lower energy cost and 45–65% lower TCO per rack compared to Nvidia Rubin and AMD MI300X, driven by LPDDR5X memory, near-memory compute, and 160 kW rack power vs. 500–600+ kW for competitors. Total Cost of Ownership (TCO) — 3-Year Estimate per Rack Vendor Platform CapEx (USD) Energy Cost (3 yrs) TCO (3 yrs) vs. QCOM AI250 Qualcomm AI250 $332,000 ~$168,000 (160kW @ $0.04/kWh) $500,000 — (baseline) Qualcomm AI200 $211,000 ~$168,000 $379,000 24% lower TCO Nvidia Rubin NVL576 $741,000 ~$630,000 (600kW) $1.37M 63% higher Nvidia GH200 Grace Hopper $700,000 ~$420,000 (400kW) $1.12M 55% higher AMD MI300X $303,000 ~$525,000 (500kW) $828,000 39% higher AMD MI300A $330,000 ~$570,000 (540kW) $900,000 45% higher
Assumes 24/7 operation, $0.04/kWh industrial rate, 90% utilization, and 3-year amortization.Energy Cost Breakdown (3-Year, per Rack) Platform Power Draw Annual Energy (kWh) 3-Year Energy Cost QCOM AI250 160 kW ~1.4M kWh ~$168,000 Nvidia Rubin 600 kW ~5.3M kWh ~$630,000 AMD MI300X 500 kW ~4.4M kWh ~$525,000
Key Efficiency Drivers for Qualcomm LPDDR5X vs. HBM3/3e : Lower voltage, lower cooling loadNear-memory compute : Reduces data movement energyDirect Liquid Cooling : Cuts HVAC overhead by up to 40%ARM-based SoC : Lower idle and orchestration power
