🥊 Qualcomm Takes on Nvidia with Its New AI Chips

October 27th, 2025· 3.8K views· 1:06
Benzinga
Benzinga

The AI chip war just got a new challenger — and it’s Qualcomm (NASDAQ: QCOM). The tech giant announced its AI200 and AI250 data center chips — designed to rival Nvidia’s H100 and H200 by offering faster, more efficient AI inference for large language models and generative AI applications. The AI200 supports 768 GB of LPDDR memory per card, while the AI250 debuts near-memory computing, providing 10× higher effective bandwidth and dramatically lower power consumption. Both are built for rack-scale AI workloads, featuring liquid cooling, PCIe scaling, Ethernet networking, and confidential computing for secure processing. The AI200 launches in 2026 and the AI250 follows in 2027, positioning Qualcomm as a major new force in the AI data center race. With competitors like Nvidia (NVDA), AMD (AMD), Intel (INTC), Google (GOOGL), and Amazon (AMZN) already investing billions, this could mark a pivotal shift in the AI hardware landscape. Qualcomm stock (QCOM) rose 0.97% premarket to $170.58 following the announcement. #Qualcomm #Nvidia #TechStocks 🖥️ Try Benzinga Pro FREE with a 14 day trial: https://www.benzinga.com/pro/register 📈 Take your trading to the next level with our suite of premium research services and tools: https://www.benzinga.com/services 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 📲 Follow us on socials @benzinga ------------------------------------------------------------------------------------ 🔹Free Benzinga Webinars: https://www.youtube.com/watch?v=LQ2jOJNkDfI&list=PL4k0fH8EgI3YTdqniRmxrvz97w3IQ61rD 🔹Benzinga Pro Tutorials: https://www.youtube.com/watch?v=a2FaHhLIrks&list=PL4k0fH8EgI3YMwoBMFXGvVMkgixFymmei&pp=gAQB 🔹Earnings Calls: https://www.youtube.com/watch?v=C2-AoCw64Ok&list=PL4k0fH8EgI3buZI5529R53wJUNd9NS4_s 🔹Premarket Playbook: https://www.youtube.com/playlist?list=PL4k0fH8EgI3ZVRPM7INpG--GvohnBVTnT 🔹Benzinga's All Access: https://www.youtube.com/playlist?list=PL4k0fH8EgI3bQSn91atO-3lPT4V6Nwsmh 🔹Subscribe To The Channel: https://www.youtube.com/@Benzinga ------------------------------------------------------------------------------------ ⚠️ Disclaimer: Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes.