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https://www.cnbc.com/2025/10/27/qualcomm-ai200-ai250-ai-chips-nvidia-amd.htmlhttps://www.businessinsider.com/qualcomm-stock-price-ai-chip-semiconductor-data-center-nvidia-amd-2025-10https://finance.yahoo.com/news/qualcomm-stock-spikes-more-than-20-as-company-enters-ai-chip-race-taking-on-nvidia-amd-140024616.html
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Highlights
  • Qualcomm expands beyond mobile to AI data-center solutions, aiming to compete with established AI silicon leaders while leveraging a broader server and CPU strategy.
  • Available beginning in 2026, the AI200 is both the name of Qualcomm’s AI accelerator and the full server rack it slots into, complete with a Qualcomm CPU; the AI250 follows in 2027 as the next-gen accelerator and server.
  • Qualcomm positions its data-center servers as having a lower total cost of ownership due to reduced power consumption.

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References

Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11%

https://www.cnbc.com/2025/10/27/qualcomm-ai200-ai250-ai-chips-nvidia-amd.htmlCnbc.com
Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11%

Investors are cheering Qualcomm's new chip that will rival Nvidia's AI tech

https://www.businessinsider.com/qualcomm-stock-price-ai-chip-semiconductor-data-center-nvidia-amd-2025-10Businessinsider.com
Investors are cheering Qualcomm's new chip that will rival Nvidia's AI tech

Qualcomm stock spikes more than 20% as company enters AI chip race, taking on Nvidia, AMD

https://finance.yahoo.com/news/qualcomm-stock-spikes-more-than-20-as-company-enters-ai-chip-race-taking-on-nvidia-amd-140024616.htmlFinance.yahoo.com

Qualcomm is turning parts from cellphone chips into AI chips to rival Nvidia

https://www.theverge.com/news/807078/qualcomm-ai-chips-launch-hexagon-npusTheverge.com
Qualcomm is turning parts from cellphone chips into AI chips to rival Nvidia

Qualcomm unveils AI200 and AI250 AI inference accelerators — Hexagon takes on AMD and Nvidia in the booming data center realm

https://www.tomshardware.com/tech-industry/artificial-intelligence/qualcomm-unveils-ai200-and-ai250-ai-inference-accelerators-hexagon-takes-on-amd-and-nvidia-in-the-booming-data-center-realmTomshardware.com
Qualcomm unveils AI200 and AI250 AI inference accelerators — Hexagon takes on AMD and Nvidia in the booming data center realm

Qualcomm to take on Nvidia with its own AI chips

https://www.latimes.com/business/story/2025-10-27/qualcomm-goes-after-nvidia-and-amd-with-its-new-ai-chipsLatimes.com
Qualcomm to take on Nvidia with its own AI chips

Qualcomm CEO warns that 'everybody's playing to win' when it comes to an AI bubble | Fortune

https://fortune.com/2025/10/27/qualcomm-ceo-cristiano-amon-ai-bubble-big-tech-stock-valuations/Fortune.com
Qualcomm CEO warns that 'everybody's playing to win' when it comes to an AI bubble | Fortune

Qualcomm shares jump 11% as chip giant unveils new AI chips to rival Nvidia’s

https://nypost.com/2025/10/27/business/qualcomm-shares-jump-11-on-new-ai-chips-to-rival-nvidia-amd/Nypost.com
Qualcomm shares jump 11% as chip giant unveils new AI chips to rival Nvidia’s

Qualcomm 15% Surge Drives S&P 500, Nasdaq To All-Time Highs On AI Optimism

https://www.tradingview.com/news/gurufocus:b6587edb2094b:0-qualcomm-15-surge-drives-s-p-500-nasdaq-to-all-time-highs-on-ai-optimism/Tradingview.com
Qualcomm 15% Surge Drives S&P 500, Nasdaq To All-Time Highs On AI Optimism

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