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Zhitong
2025.10.27 14:24

Qualcomm (QCOM.O) released two artificial intelligence chips for data centers on Monday and plans to commercialize them starting next year. This is an important step for the company as it seeks to diversify its business, break through the limitations of the smartphone market, and expand into the rapidly growing AI infrastructure sector. Following this news, Qualcomm's stock price soared nearly 15% on the same day. The two new chips, named AI200 and AI250, aim to enhance memory capacity and optimize the operational performance of artificial intelligence applications, and will be launched in 2026 and 2027, respectively. As cloud service providers, chip manufacturers, and enterprises compete to build infrastructure capable of supporting complex large language models, chatbots, and other generative AI tools, global investment in AI chips has significantly increased. However, the current AI boom is still primarily supported by NVIDIA (NVDA.O) chips

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